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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2351
SOL Capital Management
Maryland
$550K – – –
RPA
2352
Rock Point Advisors
Vermont
$549K -$5.95K -40 -1%
FC
2353
Financial Council
Maryland
$549K – – –
FWS
2354
FinDec Wealth Services
California
$548K – – –
OCG
2355
Opus Capital Group
Ohio
$548K -$27.4K -184 -5%
AW
2356
Apricus Wealth
South Carolina
$546K +$13.5K +91 +3%
HFS
2357
Hoge Financial Services
Pennsylvania
$545K +$11.3K +76 +2%
AF
2358
Apexium Financial
Texas
$544K -$126K -845 -19%
FHC
2359
First Heartland Consultants
Missouri
$542K +$538K +3,616 New
BLAM
2360
Bourne Lent Asset Management
New York
$542K – – –
WA
2361
Waddell & Associates
Tennessee
$540K -$88.9K -597 -14%
KA
2362
Klingman & Associates
New York
$539K +$35.4K +238 +7%
VFA
2363
Voya Financial Advisors
Connecticut
$539K +$4.61K +31 +0.9%
TBWA
2364
Three Bridge Wealth Advisors
California
$536K +$12.9K +87 +2%
CFGA
2365
Cambridge Financial Group (Arizona)
Arizona
$536K +$25.3K +170 +5%
SL
2366
Summitry LLC
California
$536K -$24.4K -164 -4%
EFA
2367
Edge Financial Advisors
Illinois
$535K +$9.23K +62 +2%
XWM
2368
Xcel Wealth Management
Florida
$535K +$8.04K +54 +2%
SC
2369
SummitTX Capital
Texas
$535K +$531K +3,570 New
AWM
2370
AllSquare Wealth Management
New York
$534K – – –
WCA
2371
Waratah Capital Advisors
Ontario, Canada
$533K +$530K +3,558 New
CAM
2372
Covenant Asset Management
New Jersey
$531K – – –
CIG
2373
Cairn Investment Group
Washington
$531K -$28.7K -193 -5%
SLG
2374
Stanley-Laman Group
Pennsylvania
$529K +$161K +1,081 +44%
FCIM
2375
Fairview Capital Investment Management
California
$529K – – –
93 94
95
96 97