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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
2226
Orca Investment Management
Oregon
$576K -$44.3K -257 -7%
FM
2227
Family Management
New York
$576K -$27.4K -159 -4%
SAS
2228
Sanford Advisory Services
Michigan
$576K +$24.5K +142 +4%
HFRG
2229
Houlihan Financial Resource Group
Virginia
$576K +$588K +3,414 New
PPP
2230
Private Portfolio Partners
New Jersey
$574K -$36.9K -214 -6%
IP
2231
Intellectus Partners
California
$573K – – –
SWP
2232
Strategic Wealth Partners
Ohio
$573K +$66.7K +387 +12%
GAAM
2233
Guinness Atkinson Asset Management
California
$572K -$131K -762 -18%
PWP
2234
Perfromance Wealth Partners
Illinois
$572K -$6.38K -37 -1%
FNBOH
2235
First National Bank of Hutchinson
Kansas
$571K -$195K -1,131 -24%
TWI
2236
Thomas White International
Illinois
$571K – – –
VC
2237
Veracity Capital
Georgia
$571K +$124K +718 +26%
AA
2238
Alta Advisers
United Kingdom
$571K +$603K +3,500 New
WE
2239
Wealth Effects
Massachusetts
$570K – – –
BFS
2240
Bickling Financial Services
Massachusetts
$569K +$689 +4 +0.1%
ZCM
2241
Ziegler Capital Management
Illinois
$568K – – –
GCM
2242
Graham Capital Management
Connecticut
$566K +$598K +3,468 New
CWC
2243
Carolinas Wealth Consulting
North Carolina
$565K -$2.07K -12 -0.1%
SGK
2244
Steigerwald Gordon & Koch
Virginia
$565K +$75.5K +438 +14%
1WM
2245
1900 Wealth Management
Texas
$565K +$88.2K +512 +17%
HWA
2246
Heartwood Wealth Advisors
Virginia
$563K -$13.8K -80 -2%
MFG
2247
Menard Financial Group
Texas
$560K -$5.86K -34 -1%
HHGA
2248
Halbert Hargrove Global Advisors
California
$560K +$19.3K +112 +3%
BWM
2249
Birchcreek Wealth Management
Ohio
$559K +$51.7K +300 +10%
SIA
2250
Soltis Investment Advisors
Utah
$558K +$172 +1 +0%
88 89
90
91 92