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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2251
Selective Wealth Management
Virginia
$134K -$115K -865 -47%
SCM
2252
Silvant Capital Management
Georgia
$133K -$28.4K -214 -18%
CA
2253
Centerpoint Advisors
Massachusetts
$133K – – –
LF
2254
Lee Financial
Texas
$133K – – –
HRC
2255
Hoertkorn Richard Charles
$128K – – –
PCMK
2256
Paragon Capital Management (Kansas)
Kansas
$127K – – –
RBC
2257
Roble Belko & Company
Pennsylvania
$123K -$664 -5 -0.6%
CPA
2258
Cowen Prime Advisors
New York
$123K – – –
CDIA
2259
Capital Directions Investment Advisors
Georgia
$123K +$119K +897 New
LGWM
2260
Litman Gregory Wealth Management
California
$122K – – –
AJ
2261
Ashburton (Jersey)
Jersey
$117K – – –
HWM
2262
Holloway Wealth Management
Florida
$116K – – –
MCM
2263
McMillion Capital Management
North Carolina
$115K – – –
MFT
2264
Moisand Fitzgerald Tamayo
Florida
$115K – – –
PCA
2265
Providence Capital Advisors
North Carolina
$114K +$6.78K +51 +7%
AM
2266
Atwater Malick
Pennsylvania
$111K +$108K +813 New
IRC
2267
Investors Research Corp
Georgia
$107K +$21.7K +163 +26%
PWMG
2268
Prestige Wealth Management Group
New Jersey
$101K +$4.38K +33 +5%
PCM
2269
Prelude Capital Management
New York
$95K +$91.7K +690 New
SWP
2270
Strategic Wealth Partners
Ohio
$93.9K -$209K -1,573 -13%
AIC
2271
Ayalon Insurance Company
Israel
$92K – – –
HGWM
2272
Harvest Group Wealth Management
Massachusetts
$92K +$1.86K +14 +2%
AFIA
2273
America First Investment Advisors
Nebraska
$91K – – –
FWM
2274
Focused Wealth Management
New York
$87K +$399 +3 +0.5%
HS
2275
Horan Securities
United States
$84K +$266 +2 +0.3%
89 90
91
92 93