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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
2376
Stelac Advisory Services
New York
$145K +$163K +1,206 New
LWM
2377
Liberty Wealth Management
California
$144K +$9.05K +67 +6%
HWM
2378
HighMark Wealth Management
Minnesota
$143K -$135 -1 -0.1%
MF
2379
Manchester Financial
California
$140K -$60.5K -448 -28%
RAM
2380
Riggs Asset Management
Pennsylvania
$138K – – –
EWP
2381
Engrave Wealth Partners
Texas
$138K +$270 +2 +0.2%
CPA
2382
Cowen Prime Advisors
New York
$136K -$6.08K -45 -4%
SL
2383
Salomon & Ludwin
Virginia
$133K – – –
CCMW
2384
Cypress Capital Management (Wyoming)
Wyoming
$122K – – –
SCM
2385
Silvant Capital Management
Georgia
$117K – – –
SWM
2386
Selective Wealth Management
Virginia
$117K +$135 +1 +0.1%
IRC
2387
Investors Research Corp
Georgia
$114K +$27K +200 +27%
KBFS
2388
Kohmann Bosshard Financial Services
Ohio
$114K +$128K +950 New
HRC
2389
Hoertkorn Richard Charles
$112K – – –
PCMK
2390
Paragon Capital Management (Kansas)
Kansas
$111K +$125K +927 New
CDIA
2391
Capital Directions Investment Advisors
Georgia
$108K – – –
RBC
2392
Roble Belko & Company
Pennsylvania
$108K – – –
LGWM
2393
Litman Gregory Wealth Management
California
$107K -$3.92K -29 -3%
CA
2394
Centerpoint Advisors
Massachusetts
$106K -$11.4K -84 -9%
LF
2395
Lee Financial
Texas
$103K -$15.1K -112 -12%
MFT
2396
Moisand Fitzgerald Tamayo
Florida
$101K -$2.03K -15 -2%
SLF
2397
Sun Life Financial
Ontario, Canada
$100K +$2.84K +21 +3%
AJ
2398
Ashburton (Jersey)
Jersey
$97K – – –
SCA
2399
Stuart Chaussee & Associates
California
$96K +$39.6K +293 +58%
HGWM
2400
Harvest Group Wealth Management
Massachusetts
$95K +$16.8K +124 +18%
94 95
96
97 98