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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
2401
Fairview Capital Investment Management
California
$560K -$20.7K -120 -3%
CHA
2402
Cooper/Haims Advisors
New York
$560K -$40.6K -235 -6%
FM
2403
Family Management
New York
$559K -$168K -973 -22%
PCM
2404
Perritt Capital Management
Illinois
$556K +$2.07K +12 +0.4%
PFG
2405
PAX Financial Group
Texas
$555K -$36.1K -209 -6%
MGWM
2406
Marks Group Wealth Management
Minnesota
$554K -$10.5K -61 -2%
DLCIG
2407
D.L. Carlson Investment Group
New Hampshire
$553K -$15.2K -88 -3%
RTC
2408
Riverview Trust Company
Washington
$551K – – –
SC
2409
Stephens Consulting
Michigan
$550K +$8.11K +47 +1%
WP
2410
Wealthspan Partners
Iowa
$550K -$14K -81 -2%
CF
2411
Clarity Financial
Texas
$549K +$20.7K +120 +4%
APC
2412
Aspire Private Capital
North Carolina
$548K -$3.8K -22 -0.7%
ACGA
2413
Atlanta Consulting Group Advisors
Georgia
$548K +$21.6K +125 +4%
CCIA
2414
Cherry Creek Investment Advisors
Colorado
$547K -$63.3K -367 -10%
AFPL
2415
Advus Financial Partners, LLC
Florida
$547K -$43K -249 -7%
SCM
2416
Steele Capital Management
Iowa
$547K -$1.04K -6 -0.2%
VCM
2417
Versant Capital Management
Arizona
$545K +$30.5K +177 +6%
LEA
2418
Legacy Edge Advisors
New York
$543K +$90.4K +524 +19%
AG
2419
AIA Group
Hong Kong
$543K +$235K +1,363 +71%
VCM
2420
Virtue Capital Management
Tennessee
$542K +$4.83K +28 +0.9%
DIM
2421
Delta Investment Management
California
$539K +$12.8K +74 +2%
WH
2422
Willner & Heller
California
$539K -$5K -29 -0.9%
DW30
2423
Drucker Wealth 3.0
New Jersey
$537K +$562K +3,258 New
TAM
2424
Titleist Asset Management
Texas
$537K -$16.4K -95 -3%
WR
2425
WD Rutherford
Oregon
$537K +$64.7K +375 +13%
95 96
97
98 99