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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
2226
Clear Creek Financial Management
Washington
$426K +$25.5K +165 +6%
EAM
2227
Evanson Asset Management
California
$426K +$74.9K +484 +20%
AFIA
2228
America First Investment Advisors
Nebraska
$424K – – –
CGH
2229
CMG Global Holdings
Texas
$421K +$1.39K +9 +0.3%
TW
2230
Transform Wealth
Colorado
$419K -$60.2K -389 -12%
SEIA
2231
Signature Estate & Investment Advisors
California
$419K +$188K +1,215 +77%
FA
2232
Financial Advisors
Massachusetts
$418K +$619 +4 +0.1%
FOA
2233
Five Oceans Advisors
California
$418K +$430K +2,776 New
SEP
2234
Southland Equity Partners
Missouri
$418K +$48.4K +313 +13%
HCMG
2235
Howard Capital Management Group
California
$417K +$18.6K +120 +5%
EBSAM
2236
Eubel Brady & Suttman Asset Management
Ohio
$416K +$1.7K +11 +0.4%
SBF
2237
Sara-Bay Financial
Florida
$415K -$6.04K -39 -1%
OCM
2238
Orion Capital Management
California
$414K – – –
SC
2239
Steph & Co
Wisconsin
$414K – – –
GSIS
2240
Global Strategic Investment Solutions
Arizona
$414K +$18.1K +117 +4%
PP
2241
Professional Planning
California
$412K -$1.24K -8 -0.3%
GTCM
2242
Gyon Technologies Capital Management
New Jersey
$412K +$47.5K +307 +13%
KCM
2243
Kathmere Capital Management
Pennsylvania
$412K +$159K +1,028 +60%
FPWM
2244
FSB Premier Wealth Management
Iowa
$411K -$42.4K -274 -9%
FFWM
2245
Future Financial Wealth Management
Ohio
$410K – – –
BAMG
2246
Brand Asset Management Group
Missouri
$409K – – –
HA
2247
Harborview Advisors
Maine
$409K – – –
BHB
2248
Bank Hapoalim BM
Israel
$407K -$95.7K -618 -19%
VC
2249
Veracity Capital
Georgia
$407K -$53.9K -348 -11%
HCA
2250
Heck Capital Advisors
Wisconsin
$406K -$6.35K -41 -1%
88 89
90
91 92