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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2251
Clarus Group
Texas
$606K -$8.96K -61 -1%
JSL
2252
JT Stratford LLC
Georgia
$606K -$26.4K -180 -4%
SIC
2253
Sterling Investment Counsel
New York
$605K +$177K +1,206 +41%
SFB
2254
STAR Financial Bank
Indiana
$604K -$53.2K -362 -8%
APW
2255
Aventura Private Wealth
Florida
$604K -$20.9K -142 -3%
TCOK
2256
Trust Company of Kansas
Kansas
$603K -$5K -34 -0.8%
WAM
2257
Weatherly Asset Management
California
$603K +$441 +3 +0.1%
DRD
2258
Dennis R. Delaney
$601K -$169K -1,150 -22%
WCM
2259
WealthBridge Capital Management
Ohio
$601K -$441 -3 -0.1%
CWM
2260
Cahaba Wealth Management
Georgia
$601K -$27.2K -185 -4%
FWM
2261
Forza Wealth Management
Florida
$599K -$245K -1,669 -29%
EIA
2262
Edgemoor Investment Advisors
Maryland
$599K -$151K -1,026 -20%
VIPI
2263
Vista Investment Partners II
Indiana
$598K +$15.1K +103 +3%
BFM
2264
Boothbay Fund Management
New York
$598K +$162K +1,102 +36%
AHL
2265
Abel Hall LLC
Louisiana
$596K +$40.8K +278 +7%
SCM
2266
SB Capital Management
California
$596K +$610K +4,152 New
PPC
2267
Park Place Capital
Alabama
$595K -$51K -347 -8%
FMTC
2268
Farmers & Merchants Trust Company
California
$595K -$437K -2,976 -42%
SL
2269
Salomon & Ludwin
Virginia
$595K +$30.7K +209 +5%
MBWA
2270
Marin Bay Wealth Advisors
California
$593K +$607K +4,133 New
PCM
2271
Pointe Capital Management
Michigan
$593K -$24.2K -165 -4%
CWP
2272
CFM Wealth Partners
Texas
$592K -$42.2K -287 -7%
FGC
2273
First Growth Capital
Maryland
$591K +$514K +3,496 New
GWM
2274
Greenwich Wealth Management
Connecticut
$591K – – –
SFG
2275
Sunburst Financial Group
Alabama
$591K -$2.2K -15 -0.4%
89 90
91
92 93