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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2351
Clifford Group
Massachusetts
$608K +$612K +3,280 New
CMS
2352
Capital Market Strategies
Florida
$607K +$611K +3,275 New
AG
2353
AIA Group
Hong Kong
$605K -$4.98M -26,701 -89%
PWA
2354
PCG Wealth Advisors
Kansas
$604K +$2.05K +11 +0.3%
BWA
2355
BDO Wealth Advisors
Florida
$604K +$60.6K +325 +11%
FCIM
2356
Fairview Capital Investment Management
California
$602K – – –
CFG
2357
Cooper Financial Group
California
$601K -$370K -1,983 -38%
WDG
2358
Wealth Dimensions Group
Ohio
$601K +$746 +4 +0.1%
AC
2359
Avestar Capital
New York
$599K -$18.1K -97 -3%
NAMM
2360
NorthStar Asset Management (Massachusetts)
Massachusetts
$598K -$3.73K -20 -0.6%
BWM
2361
BlackDiamond Wealth Management
New York
$598K +$32.5K +174 +6%
6F
2362
626 Financial
Michigan
$598K +$560 +3 +0.1%
NQWM
2363
Northwest Quadrant Wealth Management
Oregon
$597K -$40.5K -217 -6%
PPP
2364
Private Portfolio Partners
New Jersey
$595K +$187 +1 +0%
HWA
2365
Heartwood Wealth Advisors
Virginia
$594K – – –
AWM
2366
Atticus Wealth Management
Florida
$593K +$4.48K +24 +0.8%
KMWM
2367
Keudell/Morrison Wealth Management
Oregon
$592K -$19.6K -105 -3%
IIM
2368
Ironwood Investment Management
Massachusetts
$592K – – –
MGWM
2369
Marks Group Wealth Management
Minnesota
$591K -$7.28K -39 -1%
CCIA
2370
Cherry Creek Investment Advisors
Colorado
$589K +$26.7K +143 +5%
DIM
2371
Delta Investment Management
California
$589K +$187 +1 +0%
BCM
2372
Birmingham Capital Management
Alabama
$588K – – –
FFC
2373
First Financial Corp
Indiana
$587K -$20.9K -112 -3%
PIM
2374
Profit Investment Management
Maryland
$586K -$65.7K -352 -10%
TAM
2375
Tucker Asset Management
Colorado
$584K +$310K +1,662 +111%
93 94
95
96 97