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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2326
Samalin Investment Counsel
New York
$362K +$7.14K +49 +2%
GTCM
2327
Gyon Technologies Capital Management
New Jersey
$360K -$452K -3,099 -56%
KFP
2328
KB Financial Partners
New Jersey
$360K +$65.9K +452 +23%
JAFL
2329
Jay A. Fishman Ltd
Michigan
$359K +$54.3K +373 +18%
FNBOSM
2330
First National Bank of South Miami
Florida
$359K -$21.6K -148 -6%
VFM
2331
Vivid Financial Management
California
$359K +$15.2K +104 +4%
FSG
2332
Financial Strategies Group
Michigan
$359K +$88.9K +610 +34%
LHC
2333
Little House Capital
Massachusetts
$359K +$353K +2,424 New
EAM
2334
Evanson Asset Management
California
$358K – – –
WCG
2335
Weaver Consulting Group
California
$358K +$6.26K +43 +2%
LC
2336
Lindbrook Capital
California
$358K +$6.56K +45 +2%
SGK
2337
Steigerwald Gordon & Koch
Virginia
$357K -$8.45K -58 -2%
SOAMC
2338
Spirit of America Management Corp
New York
$356K – – –
AF
2339
Alerus Financial
North Dakota
$354K +$30.2K +207 +9%
CCC
2340
Chelsea Counsel Company
California
$353K – – –
CWM
2341
Centric Wealth Management
Illinois
$351K -$21.4K -147 -6%
BWA
2342
Beam Wealth Advisors
Louisiana
$351K +$11.4K +78 +3%
I2I
2343
Insight 2811 Inc
Illinois
$349K +$31.6K +217 +10%
AAP
2344
Arax Advisory Partners
Colorado
$349K +$344K +2,358 New
HWA
2345
Heartwood Wealth Advisors
Virginia
$348K – – –
QWM
2346
QP Wealth Management
New Jersey
$348K – – –
CIA
2347
Cascade Investment Advisors
Oregon
$347K -$14.6K -100 -4%
DWP
2348
Destiny Wealth Partners
Florida
$345K +$15.7K +108 +5%
GCP
2349
GSA Capital Partners
United Kingdom
$345K +$339K +2,326 New
SWP
2350
Strategic Wealth Partners
Ohio
$344K -$68.8K -472 -17%
92 93
94
95 96