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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
2251
Meridian Management
Arkansas
$287K – – –
MFP
2252
Meridian Financial Partners
Virginia
$285K +$15K +110 +6%
GSWM
2253
Golden State Wealth Management
California
$284K -$88.3K -649 -24%
WCWM
2254
Willow Creek Wealth Management
California
$284K -$3.81K -28 -1%
CIC
2255
Cornercap Investment Counsel
Georgia
$284K – – –
SIAS
2256
Shine Investment Advisory Services
Colorado
$284K – – –
CFSG
2257
Community Financial Services Group
Vermont
$283K -$10.5K -77 -4%
W
2258
WealthOne
New York
$283K +$2.86K +21 +1%
NAM
2259
NorthCoast Asset Management
Connecticut
$282K +$37.8K +278 +16%
JPMIA
2260
J.P. Marvel Investment Advisors
Massachusetts
$281K – – –
LA
2261
Legacy Advisors
Pennsylvania
$281K +$17.5K +129 +7%
WOSD
2262
WFA of San Diego
California
$280K -$2M -14,699 -88%
PA
2263
PFG Advisors
Arizona
$279K -$15.8K -116 -5%
EAM
2264
Evanson Asset Management
California
$278K – – –
CFG
2265
Capstone Financial Group
Oklahoma
$278K +$279K +2,052 New
KBG
2266
Kahn Brothers Group
New York
$277K – – –
RWM
2267
Raffa Wealth Management
District of Columbia
$277K +$3.67K +27 +1%
POIA
2268
Pin Oak Investment Advisors
Texas
$277K – – –
DPI
2269
Diversified Portfolios Inc
Michigan
$276K -$1.22K -9 -0.5%
AA
2270
ALPS Advisors
Colorado
$276K +$55K +404 +25%
TAM
2271
Trillium Asset Management
Massachusetts
$274K -$196K -1,444 -42%
PGA
2272
Portland Global Advisors
Maine
$274K -$13.1K -96 -5%
AIP
2273
Ahrens Investment Partners
Louisiana
$274K -$5.44K -40 -2%
FFG
2274
Ford Financial Group
California
$272K +$272 +2 +0.1%
ABTD
2275
Arvest Bank Trust Division
Oklahoma
$271K -$54.1K -398 -17%
89 90
91
92 93