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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
2226
Retirement Planning Group (Kansas)
Kansas
$749K +$756K +4,402 New
RWPA
2227
Richard W. Paul & Associates
Michigan
$747K +$50.9K +296 +7%
RFM
2228
Royal Fund Management
Florida
$746K +$362K +2,108 +92%
BDF
2229
Black Diamond Financial
Maryland
$746K – – –
KHCM
2230
Kirtland Hills Capital Management
Ohio
$744K -$122K -712 -14%
LWM
2231
LongView Wealth Management
Georgia
$742K -$1.72K -10 -0.2%
SFS
2232
Security Financial Services
Indiana
$741K +$58.6K +341 +8%
NRG
2233
Nemes Rush Group
Michigan
$740K +$39K +227 +6%
SM
2234
Sweeney & Michel
California
$740K +$3.44K +20 +0.5%
GHAM
2235
Gilman Hill Asset Management
Connecticut
$738K -$4.29K -25 -0.6%
XWM
2236
Xcel Wealth Management
Florida
$737K -$68.7K -400 -8%
CAM
2237
Councilmark Asset Management
Tennessee
$733K – – –
SIC
2238
Sigma Investment Counselors
Michigan
$733K +$11.3K +66 +2%
DWM
2239
Drive Wealth Management
Utah
$733K -$69.1K -402 -9%
RC
2240
Reik & Co
New York
$732K – – –
SI
2241
Symmetry Investments
Jersey
$731K +$739K +4,300 New
MSG
2242
Main Street Group
Virginia
$730K -$8.59K -50 -1%
RFS
2243
Richardson Financial Services
Massachusetts
$730K – – –
ME
2244
McIlrath & Eck
Washington
$729K -$15.1K -88 -2%
TCM
2245
Tanaka Capital Management
New York
$728K -$3.44K -20 -0.5%
SIA
2246
Schear Investment Advisers
Ohio
$728K +$10.3K +60 +1%
TFF
2247
The Family Firm
Maryland
$726K +$2.58K +15 +0.4%
GWM
2248
Greenwich Wealth Management
Connecticut
$726K +$172 +1 +0%
WI
2249
Wedgewood Investors
Pennsylvania
$725K +$2.06K +12 +0.3%
SEIA
2250
Signature Estate & Investment Advisors
California
$724K -$2.85M -16,595 -80%
88 89
90
91 92