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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SRAM
2401
Spouting Rock Asset Management
Pennsylvania
$541K +$59.8K +335 +13%
CWM
2402
Castle Wealth Management
Florida
$541K -$10.9K -61 -2%
OCM
2403
Orion Capital Management
California
$540K – – –
TAM
2404
Townsend Asset Management
North Carolina
$540K +$133K +745 +33%
BLC
2405
Brown, Lisle/Cummings
Rhode Island
$539K +$31.2K +175 +6%
SIG
2406
Spinnaker Investment Group
California
$538K +$8.92K +50 +2%
WAM
2407
Wakefield Asset Management
Colorado
$538K +$178 +1 +0%
WH
2408
Willner & Heller
California
$537K – – –
BEW
2409
Burton Enright Welch
California
$537K +$2.14K +12 +0.4%
CFA
2410
Capstone Financial Advisors
Illinois
$535K -$161K -902 -23%
AIM
2411
Allen Investment Management
New York
$535K -$52.6K -295 -9%
CIP
2412
Convergence Investment Partners
Florida
$534K -$33K -185 -6%
FNBSF
2413
First National Bank Sioux Falls
South Dakota
$533K -$892 -5 -0.2%
LAM
2414
LifePro Asset Management
California
$532K +$8.03K +45 +2%
PWP
2415
Perfromance Wealth Partners
Illinois
$532K -$99.5K -558 -16%
FFWM
2416
Future Financial Wealth Management
Ohio
$532K -$8.38K -47 -2%
SFP
2417
Sterling Financial Planning
New Jersey
$531K +$535 +3 +0.1%
LA
2418
Latitude Advisors
Florida
$531K +$47.6K +267 +10%
BWA
2419
BDO Wealth Advisors
Florida
$530K +$18.9K +106 +4%
TCM
2420
Traynor Capital Management
Pennsylvania
$529K +$8.56K +48 +2%
AA
2421
Alesco Advisors
New York
$528K -$25.7K -144 -5%
CF
2422
Clarity Financial
Texas
$528K +$10.9K +61 +2%
PWS
2423
Private Wealth Strategies
Ohio
$524K – – –
SFS
2424
Stiles Financial Services
Minnesota
$521K – – –
SFP
2425
Sandbox Financial Partners
Maryland
$520K +$513K +2,877 New
95 96
97
98 99