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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NO
2226
Ninety One
South Africa
$70K – – –
APSP
2227
Asset Planning Services (Pennsylvania)
Pennsylvania
$70K +$7.63K +67 +13%
TA
2228
Thor Advisors
New York
$70K +$65.4K +574 New
CCM
2229
Copeland Capital Management
Pennsylvania
$69K -$9.12K -80 -13%
FEG
2230
Financial Enhancement Group
Indiana
$68K +$54.5K +478 +613%
BMM
2231
Buffington Mohr McNeal
Idaho
$63K +$58.3K +512 New
EIM
2232
Essex Investment Management
Massachusetts
$57K -$19.9K -175 -27%
GWA
2233
Guidant Wealth Advisors
Illinois
$56K +$31.3K +275 +151%
SFFS
2234
Stonehage Fleming Financial Services
Jersey
$53.3K -$899K -7,885 -2%
JAM
2235
JCIC Asset Management
Ontario, Canada
$53K – – –
WAS
2236
Winch Advisory Services
Wisconsin
$52K +$456 +4 +1%
SCA
2237
Stuart Chaussee & Associates
California
$52K +$48.4K +425 New
ST
2238
Sageworth Trust
Pennsylvania
$51K +$45.7K +401 +3,342%
SHIM
2239
Stone House Investment Management
Pennsylvania
$50K +$46K +404 New
AI
2240
ArchPoint Investors
Florida
$49K – – –
WCM
2241
Wealthcare Capital Management
Virginia
$49K – – –
PG
2242
Proffitt & Goodson
Tennessee
$48K -$5.13K -45 -10%
CFN
2243
Cordasco Financial Network
Florida
$48K +$21.7K +190 +95%
RIA
2244
RPG Investment Advisory
California
$47K +$9.34K +82 +27%
LHC
2245
Little House Capital
Massachusetts
$44K +$41K +360 New
1NWS
2246
1 North Wealth Services
Maryland
$42K -$798 -7 -2%
FGAM
2247
Financial Gravity Asset Management
Texas
$41K +$38.7K +340 New
JWM
2248
Janiczek Wealth Management
Colorado
$38K – – –
RBC
2249
Roble Belko & Company
Pennsylvania
$37K – – –
SA
2250
SRH Advisors
Kansas
$37K – – –
88 89
90
91 92