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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
2426
RMR Wealth Builders
New Jersey
$163K +$163K +1,195 New
CPA
2427
Cowen Prime Advisors
New York
$161K +$37.4K +275 +31%
RAM
2428
Riggs Asset Management
Pennsylvania
$157K – – –
EWP
2429
Engrave Wealth Partners
Texas
$157K +$157K +1,154 New
LWM
2430
Liberty Wealth Management
California
$155K +$2.99K +22 +2%
SL
2431
Salomon & Ludwin
Virginia
$151K -$1.5K -11 -1%
FGAM
2432
Financial Gravity Asset Management
Texas
$145K -$28.3K -208 -71%
CCMW
2433
Cypress Capital Management (Wyoming)
Wyoming
$140K – – –
BC
2434
Blackhill Capital
New Jersey
$137K – – –
KWM
2435
Keebeck Wealth Management
Illinois
$137K +$136K +997 New
PAA
2436
Peregrine Asset Advisers
Oregon
$134K – – –
SCM
2437
Silvant Capital Management
Georgia
$134K – – –
LF
2438
Lee Financial
Texas
$133K – – –
SWM
2439
Selective Wealth Management
Virginia
$133K – – –
CA
2440
Centerpoint Advisors
Massachusetts
$132K – – –
HRC
2441
Hoertkorn Richard Charles
$127K – – –
LGWM
2442
Litman Gregory Wealth Management
California
$126K +$4.36K +32 +4%
CDIA
2443
Capital Directions Investment Advisors
Georgia
$123K – – –
RBC
2444
Roble Belko & Company
Pennsylvania
$123K – – –
MFT
2445
Moisand Fitzgerald Tamayo
Florida
$117K +$2.04K +15 +2%
MCM
2446
McMillion Capital Management
North Carolina
$115K – – –
PCA
2447
Providence Capital Advisors
North Carolina
$114K – – –
MIFH
2448
Migdal Insurance & Financial Holdings
Israel
$112K -$254K -1,864 -69%
SLF
2449
Sun Life Financial
Ontario, Canada
$111K -$44.6K -328 -29%
AJ
2450
Ashburton (Jersey)
Jersey
$110K -$6.26K -46 -5%
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