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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2226
CCG Wealth Management
California
$271K -$7.97K -59 -3%
EBSAM
2227
Eubel Brady & Suttman Asset Management
Ohio
$271K -$946 -7 -0.3%
TAM
2228
Townsend Asset Management
North Carolina
$269K – – –
GWM
2229
Gray Wealth Management
Maine
$269K +$303K +2,245 New
MW
2230
Marcum Wealth
Ohio
$268K +$12.2K +90 +4%
CCFM
2231
Clear Creek Financial Management
Washington
$267K -$2.3K -17 -0.9%
WCG
2232
Weaver Consulting Group
California
$266K -$6.76K -50 -2%
MA
2233
MONECO Advisors
Connecticut
$266K +$32K +237 +12%
LSA
2234
L & S Advisors
California
$265K -$1.43M -10,553 -83%
SWM
2235
Southern Wealth Management
Texas
$265K – – –
MWP
2236
Meridian Wealth Partners
Pennsylvania
$265K +$3.11K +23 +1%
ACA
2237
Ackerman Capital Advisors
Texas
$264K -$462K -3,419 -61%
UC
2238
Unio Capital
New Jersey
$264K – – –
CFA
2239
Capstone Financial Advisors
Illinois
$264K +$54.6K +404 +23%
RFN
2240
RDA Financial Network
Iowa
$263K -$55.8K -413 -16%
CFSG
2241
Community Financial Services Group
Vermont
$263K -$24.5K -181 -8%
CCC
2242
Chelsea Counsel Company
California
$263K – – –
HA
2243
Harfst & Associates
Wyoming
$263K – – –
BHA
2244
Beech Hill Advisors
New York
$261K +$294K +2,175 New
MSR
2245
Main Street Research
Connecticut
$260K +$30.3K +224 +12%
WCWM
2246
Willow Creek Wealth Management
California
$259K +$1.89K +14 +0.7%
AFAS
2247
Acorn Financial Advisory Services
Virginia
$259K +$18.6K +138 +7%
CCA
2248
Column Capital Advisors
Indiana
$258K -$49.1K -363 -14%
ACA
2249
Affinity Capital Advisors
California
$258K -$44.6K -330 -15%
OAM
2250
Occidental Asset Management
California
$257K – – –
88 89
90
91 92