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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2251
Carr Financial Group
Massachusetts
$704K -$38.5K -223 -5%
GWM
2252
Greenwich Wealth Management
Connecticut
$704K -$3.11K -18 -0.4%
TFF
2253
The Family Firm
Maryland
$702K -$47.5K -275 -6%
PCM
2254
Pointe Capital Management
Michigan
$701K – – –
WI
2255
Wedgewood Investors
Pennsylvania
$701K +$733K +4,249 New
SIC
2256
Sigma Investment Counselors
Michigan
$700K – – –
AIS
2257
American Investment Services
Massachusetts
$699K – – –
HP
2258
Holistic Planning
Texas
$698K – – –
SP
2259
Successful Portfolios
Florida
$697K +$4.49K +26 +0.6%
SIA
2260
Schear Investment Advisers
Ohio
$696K -$172K -999 -19%
WAM
2261
Wolverine Asset Management
Illinois
$696K +$728K +4,217 New
WA
2262
Waddell & Associates
Tennessee
$695K -$1.04K -6 -0.1%
ERIM
2263
Eagle Ridge Investment Management
Connecticut
$693K -$25.9K -150 -3%
CSWM
2264
Cassady Schiller Wealth Management
Ohio
$692K – – –
DOA
2265
D'Orazio & Associates
Virginia
$691K +$98K +568 +16%
MM
2266
MQS Management
New York
$690K +$722K +4,183 New
AFC
2267
AFT Forsyth & Company
Florida
$689K +$58K +336 +9%
TA
2268
Townsend & Associates
Colorado
$688K – – –
CICI
2269
Capital Investment Counsel Inc
North Carolina
$688K -$2.07K -12 -0.3%
MC
2270
McMorgan & Co
California
$687K -$173K -1,000 -19%
WA
2271
Wealth Architects
California
$687K -$21.1K -122 -3%
HCM
2272
Hollencrest Capital Management
California
$683K +$173 +1 +0%
SM
2273
Sweeney & Michel
California
$681K +$3.28K +19 +0.5%
AIM
2274
Aurora Investment Managers
Florida
$677K -$587K -3,400 -45%
BFAG
2275
Blackston Financial Advisory Group
Florida
$676K +$475K +2,751 +204%
89 90
91
92 93