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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
2201
180 Wealth Advisors
Washington
$441K -$12.8K -90 -3%
SSI
2202
Scott & Selber Inc
Texas
$441K – – –
PCS
2203
Personal CFO Solutions
New Jersey
$441K +$25.6K +180 +6%
PPP
2204
Private Portfolio Partners
New Jersey
$440K +$6.4K +45 +2%
RP
2205
Rowlandmiller & Partners
Georgia
$440K -$1.14K -8 -0.3%
CBFP
2206
Cedar Brook Financial Partners
Ohio
$439K -$49.5K -348 -11%
EWA
2207
ERTS Wealth Advisors
Michigan
$439K -$3.98K -28 -0.9%
VFP
2208
Verus Financial Partners
Virginia
$438K -$448K -3,155 -52%
ACM
2209
AUA Capital Management
Pennsylvania
$438K +$426 +3 +0.1%
SAS
2210
Sanford Advisory Services
Michigan
$436K +$418K +2,940 New
CA
2211
Calton & Associates
Florida
$435K +$1.85K +13 +0.4%
PCIA
2212
Prime Capital Investment Advisors
Kansas
$434K -$56.6K -398 -4%
NWM
2213
Northwest Wealth Management
Iowa
$433K – – –
BWCS
2214
Beirne Wealth Consulting Services
Connecticut
$431K +$853 +6 +0.2%
NJBEST
2215
New Jersey Better Educational Savings Trust
New Jersey
$430K -$383K -2,698 -48%
BA
2216
Bluesphere Advisors
Pennsylvania
$430K +$412K +2,900 New
PWS
2217
Private Wealth Strategies
Ohio
$427K – – –
ACP
2218
Aveo Capital Partners
Colorado
$427K +$2.13K +15 +0.5%
GSWM
2219
Golden State Wealth Management
California
$426K +$117K +822 +40%
RTC
2220
Riverview Trust Company
Washington
$425K -$26K -183 -6%
JHP
2221
James Hambro & Partners
United Kingdom
$424K +$44.2K +311 +12%
SBF
2222
Sara-Bay Financial
Florida
$423K -$6.54K -46 -2%
CM
2223
Columbus Macro
Pennsylvania
$422K -$50K -352 -11%
APWM
2224
Atlas Private Wealth Management
New York
$421K -$71.1K -500 -15%
PRWA
2225
Platte River Wealth Advisors
Colorado
$421K – – –
87 88
89
90 91