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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
2326
Intelligent Financial Strategies
Minnesota
$508K -$16.2K -96 -3%
MIM
2327
Merrion Investment Management
New Jersey
$507K – – –
PD
2328
Planning Directions
Pennsylvania
$505K +$2.52K +15 +0.5%
SGK
2329
Steigerwald Gordon & Koch
Virginia
$504K +$67.5K +401 +15%
TCM
2330
Traynor Capital Management
Pennsylvania
$503K -$1.68K -10 -0.3%
KP
2331
Keel Point
Alabama
$502K +$30.3K +180 +7%
CCIA
2332
Cherry Creek Investment Advisors
Colorado
$501K +$1.68K +10 +0.3%
TIAM2
2333
Tru Independence Asset Management 2
Oregon
$501K +$3.54K +21 +0.7%
BCM
2334
Birmingham Capital Management
Alabama
$500K – – –
BFG
2335
Bouchey Financial Group
New York
$500K +$7.41K +44 +1%
BMCM
2336
Bryn Mawr Capital Management
Pennsylvania
$498K -$1.18K -7 -0.2%
SPWM
2337
Spartan Planning & Wealth Management
North Carolina
$496K -$174K -1,033 -26%
RHJA
2338
Rice Hall James & Associates
California
$496K – – –
WH
2339
Willner & Heller
California
$496K +$8.08K +48 +2%
SFG
2340
Steward Financial Group
Texas
$496K +$41.7K +248 +9%
FNBSF
2341
First National Bank Sioux Falls
South Dakota
$494K -$152K -901 -23%
MCA
2342
Morris Capital Advisors
Pennsylvania
$493K -$11.3K -67 -2%
AIM
2343
Allen Investment Management
New York
$493K – – –
LHC
2344
Little House Capital
Massachusetts
$493K +$75.6K +449 +18%
MC
2345
Montag & Caldwell
Georgia
$493K +$246K +1,461 +97%
PW
2346
Peninsula Wealth
California
$491K +$6.4K +38 +1%
1WM
2347
1900 Wealth Management
Texas
$491K +$17K +101 +4%
LB
2348
Leo Brokerage
Texas
$489K -$455K -2,704 -48%
CBFP
2349
Cedar Brook Financial Partners
Ohio
$489K -$5.55K -33 -1%
FFWM
2350
Future Financial Wealth Management
Ohio
$489K – – –
92 93
94
95 96