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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2201
49 Wealth Management
Texas
$614K +$33.7K +236 +6%
CWM
2202
Cahaba Wealth Management
Georgia
$614K +$4K +28 +0.6%
LMKC
2203
L.M. Kohn & Company
Ohio
$613K -$1.09M -7,654 -64%
SWMP
2204
Signature Wealth Management Partners
New Jersey
$612K -$1.43K -10 -0.2%
CICI
2205
Capital Investment Counsel Inc
North Carolina
$611K -$1.57K -11 -0.3%
APW
2206
Aventura Private Wealth
Florida
$610K -$55K -385 -8%
BW
2207
BIP Wealth
Georgia
$610K +$67K +469 +12%
EWA
2208
Etesian Wealth Advisors
Oregon
$609K -$28.8K -202 -4%
CAM
2209
Councilmark Asset Management
Tennessee
$609K – – –
TIM
2210
Tortoise Investment Management
New York
$608K +$4.57K +32 +0.7%
PFW
2211
Petros Family Wealth
Minnesota
$608K +$19.7K +138 +3%
MIC
2212
Meridian Investment Counsel
California
$606K -$35.4K -248 -5%
RC
2213
Reik & Co
New York
$605K – – –
PCM
2214
Pointe Capital Management
Michigan
$603K – – –
AGWCA
2215
Annis Gardner Whiting Capital Advisors
Florida
$603K -$72.5K -508 -11%
OAM
2216
Occidental Asset Management
California
$602K -$3.32M -23,267 -84%
ONST
2217
Old North State Trust
North Carolina
$602K -$26K -182 -4%
CG
2218
Clarus Group
Texas
$602K -$6.14K -43 -1%
WSCM
2219
Wellington Shields Capital Management
New York
$602K – – –
GTAM
2220
Global Trust Asset Management
Florida
$602K -$57.3K -401 -9%
AW
2221
Atlas Wealth
Ohio
$599K -$6.85K -48 -1%
WI
2222
Wedgewood Investors
Pennsylvania
$599K +$24.8K +174 +4%
PWMG
2223
Prestige Wealth Management Group
New Jersey
$598K +$7.43K +52 +1%
FFA
2224
Florida Financial Advisors
Florida
$598K +$29.3K +205 +5%
CA
2225
Cresta Advisors
Texas
$597K – – –
87 88
89
90 91