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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2226
GenWealth Group
New Jersey
$200K +$194K +1,512 New
DI
2227
Diligent Investors
California
$200K +$196K +1,527 New
CWA
2228
Clarus Wealth Advisors
Arizona
$197K +$769 +6 +0.4%
MWC
2229
MBM Wealth Consultants
Missouri
$190K +$513 +4 +0.3%
SMG
2230
Spectrum Management Group
Indiana
$186K +$31.5K +246 +21%
BCM
2231
Blume Capital Management
California
$184K -$12.8K -100 -7%
HIIFS
2232
Harel Insurance Investments & Financial Services
Israel
$180K +$9.36K +73 +6%
KCPG
2233
Kavar Capital Partners Group
Kansas
$176K +$172K +1,339 New
TA
2234
TCG Advisors
Texas
$175K -$139K -1,085 -45%
HWM
2235
Holloway Wealth Management
Florida
$172K – – –
PO
2236
Private Ocean
California
$169K -$10.6K -83 -6%
SCM
2237
Silvant Capital Management
Georgia
$155K – – –
LWM
2238
Lenox Wealth Management
Ohio
$152K +$123K +959 +477%
RAM
2239
Riggs Asset Management
Pennsylvania
$151K – – –
SLF
2240
Sun Life Financial
Ontario, Canada
$149K -$161K -1,256 -53%
AC
2241
Avestar Capital
New York
$147K +$1.92K +15 +1%
SL
2242
Salomon & Ludwin
Virginia
$146K -$5K -39 -3%
SHJ
2243
Sharkey, Howes & Javer
Colorado
$144K – – –
GWMIA
2244
Global Wealth Management Investment Advisory
Florida
$135K +$29.4K +229 +29%
CCMW
2245
Cypress Capital Management (Wyoming)
Wyoming
$133K -$2.05K -16 -2%
BC
2246
Blackhill Capital
New Jersey
$131K – – –
CL
2247
CSS LLC
Illinois
$131K +$128K +1,000 New
PAA
2248
Peregrine Asset Advisers
Oregon
$129K +$126K +984 New
CA
2249
Centerpoint Advisors
Massachusetts
$127K – – –
LF
2250
Lee Financial
Texas
$127K +$22.8K +178 +22%
88 89
90
91 92