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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2376
Financial Perspectives
Minnesota
$145K – – –
SAS
2377
Stelac Advisory Services
New York
$145K +$163K +1,206 New
LWM
2378
Liberty Wealth Management
California
$144K +$9.05K +67 +6%
HWM
2379
HighMark Wealth Management
Minnesota
$143K -$135 -1 -0.1%
MF
2380
Manchester Financial
California
$140K -$60.5K -448 -28%
RAM
2381
Riggs Asset Management
Pennsylvania
$138K – – –
EWP
2382
Engrave Wealth Partners
Texas
$138K +$270 +2 +0.2%
CPA
2383
Cowen Prime Advisors
New York
$136K -$6.08K -45 -4%
SL
2384
Salomon & Ludwin
Virginia
$133K – – –
CCMW
2385
Cypress Capital Management (Wyoming)
Wyoming
$122K – – –
SCM
2386
Silvant Capital Management
Georgia
$117K – – –
SWM
2387
Selective Wealth Management
Virginia
$117K +$135 +1 +0.1%
IRC
2388
Investors Research Corp
Georgia
$114K +$27K +200 +27%
KBFS
2389
Kohmann Bosshard Financial Services
Ohio
$114K +$128K +950 New
HRC
2390
Hoertkorn Richard Charles
$112K – – –
PCMK
2391
Paragon Capital Management (Kansas)
Kansas
$111K +$125K +927 New
CDIA
2392
Capital Directions Investment Advisors
Georgia
$108K – – –
RBC
2393
Roble Belko & Company
Pennsylvania
$108K – – –
LGWM
2394
Litman Gregory Wealth Management
California
$107K -$3.92K -29 -3%
CA
2395
Centerpoint Advisors
Massachusetts
$106K -$11.4K -84 -9%
LF
2396
Lee Financial
Texas
$103K -$15.1K -112 -12%
MFT
2397
Moisand Fitzgerald Tamayo
Florida
$101K -$2.03K -15 -2%
SLF
2398
Sun Life Financial
Ontario, Canada
$100K +$2.84K +21 +3%
AJ
2399
Ashburton (Jersey)
Jersey
$97K – – –
SCA
2400
Stuart Chaussee & Associates
California
$96K +$39.6K +293 +58%
94 95
96
97 98