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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
2476
Independent Wealth Network
Iowa
$261K +$246K +1,591 New
CCC
2477
Crescent Capital Consulting
Louisiana
$259K -$170K -1,100 -39%
TIA
2478
Tandem Investment Advisors
South Carolina
$259K -$11.3K -73 -4%
RCG
2479
Rock Creek Group
District of Columbia
$258K -$159K -1,027 -37%
CA
2480
Cortland Associates
Missouri
$258K – – –
GSWM
2481
Golden State Wealth Management
California
$258K – – –
NWA
2482
Navis Wealth Advisors
New York
$258K – – –
CWM
2483
Campbell Wealth Management
Virginia
$258K +$5.11K +33 +2%
HW
2484
Hedeker Wealth
Illinois
$257K -$1.37M -8,830 -84%
CAM
2485
Congress Asset Management
Massachusetts
$257K -$3.56K -23 -1%
FNC
2486
First National Corp
Massachusetts
$257K +$2.48K +16 +0.9%
PCMI
2487
Paradigm Capital Management Inc
New York
$256K – – –
CCM
2488
Crabel Capital Management
California
$256K +$264K +1,705 New
SWM
2489
Sugarloaf Wealth Management
Georgia
$255K -$2.94K -19 -1%
CP
2490
Coho Partners
Pennsylvania
$255K -$310 -2 -0.1%
CIC
2491
Cornercap Investment Counsel
Georgia
$255K – – –
YMRC
2492
Yorktown Management & Research Company
Virginia
$255K – – –
KFS
2493
Kelly Financial Services
Massachusetts
$254K +$619 +4 +0.2%
IFO
2494
Independent Family Office
New York
$254K -$12.7K -82 -5%
MWM
2495
Merriman Wealth Management
Washington
$254K +$15.5K +100 +6%
PP
2496
Prudential plc
United Kingdom
$253K -$23.7M -153,359 -99%
HWA
2497
HHM Wealth Advisors
Tennessee
$253K -$13.2K -85 -5%
CAM
2498
Campion Asset Management
Virginia
$253K – – –
RDFA
2499
Ritter Daniher Financial Advisory
Ohio
$252K -$15.5K -100 -6%
LIG
2500
Lokken Investment Group
Delaware
$252K -$9.75K -63 -4%
98 99
100
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