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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
2401
Harvest Group Wealth Management
Massachusetts
$95K +$16.8K +124 +18%
ICM
2402
Islay Capital Management
Texas
$90K +$135 +1 +0.1%
MHR
2403
Matthew Hamilton Rosenberg
$87K +$97.8K +724 New
AIC
2404
Ayalon Insurance Company
Israel
$79K – – –
GC
2405
Grace Capital
Massachusetts
$78K – – –
WB
2406
West Bancorporation
Iowa
$78K – – –
FWM
2407
Focused Wealth Management
New York
$77K +$270 +2 +0.3%
FWM
2408
Filbrandt Wealth Management
Wisconsin
$77K +$2.7K +20 +3%
HS
2409
Horan Securities
United States
$77K +$86.4K +639 New
VCS
2410
Vaughan & Co Securities
New Jersey
$72.1K – – –
CG
2411
Cutler Group
California
$72K -$2.7M -20,012 -97%
JAM
2412
JCIC Asset Management
Ontario, Canada
$68K +$18.2K +135 +31%
CCM
2413
Cribstone Capital Management
Maine
$67K -$5.41K -40 -7%
DTIM
2414
Danda Trouve Investment Management
Kansas
$66K -$12.4K -92 -14%
MWM
2415
MBE Wealth Management
Wisconsin
$66K +$75.1K +556 New
WAS
2416
Winch Advisory Services
Wisconsin
$62K +$405 +3 +0.6%
WLPWM
2417
Walled Lake Planning & Wealth Management
Illinois
$62K +$14.1K +104 +25%
GG
2418
Gleason Group
Kentucky
$61K +$946 +7 +1%
CCM
2419
Copeland Capital Management
Pennsylvania
$60K -$8.11K -60 -11%
MAWCM
2420
Mine & Arao Wealth Creation & Management
California
$60K – – –
TAIM
2421
TD Ameritrade Investment Management
Nebraska
$59K +$5.68K +42 +9%
IA
2422
IndexIQ Advisors
New York
$58K – – –
SFPG
2423
Stonebridge Financial Planning Group
Florida
$58K +$13.9K +103 +31%
JWM
2424
Janiczek Wealth Management
Colorado
$56K – – –
ST
2425
Sageworth Trust
Pennsylvania
$52K – – –
95 96
97
98 99