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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2301
Sippican Capital Advisors
Massachusetts
$587K – – –
SMH
2302
Sanders Morris Harris
Texas
$586K – – –
CAL
2303
Capital Advisors Ltd
Ohio
$586K +$2.68K +18 +0.5%
SFC
2304
SYM Financial Corp
Indiana
$583K +$275K +1,845 +90%
GHAM
2305
Gilman Hill Asset Management
Connecticut
$583K -$67K -450 -10%
PWM
2306
Pines Wealth Management
North Carolina
$583K +$99.9K +671 +19%
WCM
2307
Winebrenner Capital Management
Kentucky
$582K -$577K -3,880 -50%
JFA
2308
JNBA Financial Advisors
Minnesota
$581K -$40K -269 -6%
MC
2309
McMorgan & Co
California
$580K -$31.9K -214 -5%
OIM
2310
Orca Investment Management
Oregon
$580K -$12.8K -86 -2%
AFC
2311
AFT Forsyth & Company
Florida
$579K – – –
BP
2312
BWM Planning
Texas
$579K +$2.83K +19 +0.5%
FFA
2313
Florida Financial Advisors
Florida
$578K +$225K +1,512 +64%
FCM
2314
Fortis Capital Management
Washington
$574K +$570K +3,827 New
RPWA
2315
Regent Peak Wealth Advisors
Georgia
$572K -$129K -867 -19%
CFG
2316
Carr Financial Group
Massachusetts
$572K -$65K -437 -10%
ARC
2317
Advisor Resource Council
Texas
$571K +$813K +5,459 New
SM
2318
Sweeney & Michel
California
$571K +$606K +4,070 New
WH
2319
Willner & Heller
California
$569K +$14.4K +97 +3%
LWM
2320
Liberty Wealth Management
California
$569K +$4.46K +30 +0.8%
NL
2321
NWAM LLC
Washington
$568K -$728K -4,891 -56%
CCM
2322
Compass Capital Management
Minnesota
$568K – – –
SL
2323
Salomon & Ludwin
Virginia
$566K -$149 -1 -0%
GKWIM
2324
Gerber Kawasaki Wealth & Investment Management
California
$566K +$120K +803 +27%
AA
2325
Altrafin AG
$565K -$41.4K -278 -7%
91 92
93
94 95