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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2176
Miller Investment Management
Pennsylvania
$665K – – –
PSC
2177
Prentiss Smith & Co
Vermont
$664K – – –
KW
2178
KWB Wealth
California
$663K +$132K +897 +24%
QFA
2179
Quantum Financial Advisors
California
$663K +$155K +1,055 +30%
BWM
2180
Buckley Wealth Management
Nevada
$661K -$32.6K -222 -5%
FFA
2181
Fortune Financial Advisors
Kansas
$659K – – –
ACA
2182
American Capital Advisory
Idaho
$659K +$882 +6 +0.1%
BDF
2183
Black Diamond Financial
Maryland
$658K -$28.8K -196 -4%
OCBCO
2184
Oversea-Chinese Banking Corp (OCBC)
Singapore
$657K +$77K +524 +13%
AFG
2185
Allegheny Financial Group
Pennsylvania
$655K +$1.32K +9 +0.2%
KWM
2186
KFG Wealth Management
Indiana
$655K -$182K -1,239 -21%
RWM
2187
Revisor Wealth Management
Ohio
$654K +$151K +1,027 +29%
SCA
2188
Sippican Capital Advisors
Massachusetts
$654K -$25.7K -175 -4%
SFWA
2189
Summit Financial Wealth Advisors
Louisiana
$653K -$3.53K -24 -0.5%
CAC
2190
Core Alternative Capital
Georgia
$653K +$216K +1,472 +48%
ACM
2191
Aster Capital Management
United Arab Emirates
$653K +$668K +4,545 +113,625%
EWM
2192
EPG Wealth Management
Georgia
$652K -$123K -836 -16%
NERM
2193
New England Research & Management
Illinois
$652K -$22K -150 -3%
WI
2194
WrapManager Inc
California
$650K -$103K -703 -13%
TWM
2195
Trueblood Wealth Management
Ohio
$650K -$35.3K -240 -5%
HBWM
2196
Hollow Brook Wealth Management
New York
$650K -$164K -1,113 -20%
OL
2197
Optas LLC
Texas
$649K +$51.1K +348 +8%
HI
2198
Hoey Investments
Pennsylvania
$648K -$6.76K -46 -1%
DBRC
2199
D.B. Root & Company
Pennsylvania
$648K +$11.9K +81 +2%
UAG
2200
United Advisor Group
Ohio
$648K +$49.5K +337 +8%
86 87
88
89 90