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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
2426
Willner & Heller
California
$560K +$4.12K +24 +0.7%
MIM
2427
Morningstar Investment Management
Illinois
$559K -$993K -5,778 -65%
DLCIG
2428
D.L. Carlson Investment Group
New Hampshire
$558K -$12.2K -71 -2%
WP
2429
Wealthspan Partners
Iowa
$558K -$9.79K -57 -2%
LEA
2430
Legacy Edge Advisors
New York
$557K -$2.75K -16 -0.5%
AFPL
2431
Advus Financial Partners, LLC
Florida
$557K -$7.39K -43 -1%
DIM
2432
Delta Investment Management
California
$557K +$515 +3 +0.1%
AP
2433
Advisors Preferred
Maryland
$555K +$192K +1,120 +53%
NCM
2434
Nelson Capital Management
California
$555K +$49.3K +287 +10%
CF
2435
Convergence Financial
Missouri
$552K -$223K -1,298 -29%
HFS
2436
Hoge Financial Services
Pennsylvania
$551K +$2.92K +17 +0.5%
SAI
2437
Savvy Advisors Inc
New York
$551K +$260K +1,512 +87%
CIS
2438
Custom Index Systems
New York
$550K -$144K -837 -21%
SPL
2439
Smart Portfolios LLC
Washington
$550K -$3.44K -20 -0.6%
MWA
2440
MN Wealth Advisors
Kansas
$548K -$298K -1,735 -35%
TAM
2441
Tucker Asset Management
Colorado
$545K -$59.3K -345 -10%
WR
2442
WD Rutherford
Oregon
$544K -$9.28K -54 -2%
PWA
2443
Prairie Wealth Advisors
Nebraska
$544K +$4.47K +26 +0.8%
BCM
2444
Birmingham Capital Management
Alabama
$544K – – –
KAM
2445
KEB Asset Management
Illinois
$544K – – –
AMCA
2446
Arthur M. Cohen & Associates
Illinois
$543K -$316K -1,842 -37%
BB
2447
Bell Bank
North Dakota
$542K +$13.6K +79 +3%
VFA
2448
Voya Financial Advisors
Connecticut
$542K +$89.5K +521 +20%
RTC
2449
Riverview Trust Company
Washington
$542K -$26.5K -154 -5%
SC
2450
Stephens Consulting
Michigan
$542K -$25.9K -151 -5%
96 97
98
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