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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
2301
White Lighthouse Investment Management
Massachusetts
$353K – – –
IWS
2302
Insight Wealth Strategies
California
$352K +$823 +6 +0.2%
NED
2303
Nancy E. Dempze
$350K -$6.86K -50 -2%
GC
2304
Garde Capital
Washington
$349K – – –
SGK
2305
Steigerwald Gordon & Koch
Virginia
$349K +$137 +1 +0%
AIM
2306
Allen Investment Management
New York
$348K -$72.3K -527 -18%
BSSFA
2307
Baron Silver Stevens Financial Advisors
Florida
$348K – – –
ECAM
2308
East Coast Asset Management
Massachusetts
$346K -$52.3K -381 -13%
RWA
2309
Redhawk Wealth Advisors
Minnesota
$346K -$12.5K -91 -4%
SEP
2310
Southland Equity Partners
Missouri
$345K +$11K +80 +3%
CIA
2311
Cascade Investment Advisors
Oregon
$345K – – –
ACI
2312
Alpha Cubed Investments
California
$344K -$25.4K -185 -7%
EAM
2313
Evanson Asset Management
California
$342K -$274 -2 -0.1%
KIG
2314
Kowal Investment Group
Wisconsin
$341K +$8.51K +62 +3%
CTFG
2315
Capstone Triton Financial Group
Oklahoma
$341K +$12.1K +88 +4%
ICM
2316
IMS Capital Management
Oregon
$341K +$35.7K +260 +12%
LSA
2317
L & S Advisors
California
$339K – – –
SOAMC
2318
Spirit of America Management Corp
New York
$339K – – –
SIC
2319
Samalin Investment Counsel
New York
$338K +$8.1K +59 +3%
CCC
2320
Chelsea Counsel Company
California
$337K – – –
KWM
2321
Keebeck Wealth Management
Illinois
$337K +$2.47K +18 +0.8%
WCG
2322
Weaver Consulting Group
California
$336K +$20.6K +150 +7%
LC
2323
Lindbrook Capital
California
$335K +$1.92K +14 +0.6%
PC
2324
Port Capital
Illinois
$334K -$35.8K -261 -10%
HWA
2325
Heartwood Wealth Advisors
Virginia
$333K -$88.2K -643 -21%
91 92
93
94 95