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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2451
Aljian Capital Management
Nevada
$541K +$546K +3,179 New
CC
2452
Commons Capital
Massachusetts
$540K +$48.3K +281 +10%
KB
2453
Kimelman & Baird
New York
$540K – – –
CH
2454
Cromwell Holdings
Wyoming
$540K – – –
CAM
2455
Congress Asset Management
Massachusetts
$539K -$333K -1,939 -38%
FCT
2456
First Community Trust
Iowa
$539K – – –
TBWA
2457
Three Bridge Wealth Advisors
California
$538K -$135K -784 -20%
PPP
2458
Private Portfolio Partners
New Jersey
$538K +$543K +3,162 New
MCM
2459
MV Capital Management
Maryland
$537K -$11.7K -68 -2%
CMS
2460
Capital Market Strategies
Florida
$537K +$5.33K +31 +1%
BAG
2461
Bridgewealth Advisory Group
California
$536K +$542K +3,155 New
C
2462
Certuity
Florida
$536K +$41.9K +244 +8%
FFA
2463
Fi3 Financial Advisors
Indiana
$534K +$101K +585 +23%
GAM
2464
GEM Asset Management
Michigan
$532K +$16.7K +97 +3%
WA
2465
WealthTrust Axiom
Pennsylvania
$532K +$172 +1 +0%
CAC
2466
Certified Advisory Corp
Florida
$531K +$173K +1,008 +48%
IFWM
2467
Institute for Wealth Management
Colorado
$531K -$50.5K -294 -9%
HBS
2468
Howard Bailey Securities
Indiana
$531K +$537K +3,123 New
WCFA
2469
Walkner Condon Financial Advisors
Wisconsin
$530K +$234K +1,362 +78%
EWM
2470
Edge Wealth Management
New York
$528K – – –
BWM
2471
Birchcreek Wealth Management
Ohio
$528K -$51.5K -300 -9%
KIM
2472
Kestra Investment Management
Texas
$527K +$533K +3,102 New
HWMC
2473
Heritage Wealth Management (California)
California
$527K – – –
6F
2474
626 Financial
Michigan
$526K +$344 +2 +0.1%
WDG
2475
Wealth Dimensions Group
Ohio
$526K -$24.4K -142 -4%
97 98
99
100 101