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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
2476
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$414K +$389K +2,381 New
RTC
2477
Riverview Trust Company
Washington
$413K -$43.8K -268 -10%
CCC
2478
Chelsea Counsel Company
California
$413K – – –
FFS
2479
Founders Financial Securities
Maryland
$412K +$653 +4 +0.2%
AA
2480
ALPS Advisors
Colorado
$412K +$4.57K +28 +1%
KLI
2481
Kelman-Lazarov Inc
Tennessee
$411K – – –
FA
2482
Fermata Advisors
California
$410K -$27.8K -170 -7%
HWA
2483
Heartwood Wealth Advisors
Virginia
$410K – – –
LDFR
2484
Lehman & Derafelo Financial Resources
Pennsylvania
$410K +$8.17K +50 +2%
WMA
2485
West Michigan Advisors
Michigan
$410K +$386K +2,362 New
MME
2486
Meag Munich Ergo
Germany
$409K – – –
TRIA
2487
Trail Ridge Investment Advisors
Colorado
$409K +$384K +2,354 New
QWM
2488
QP Wealth Management
New Jersey
$408K -$163 -1 -0%
MWM
2489
Mascoma Wealth Management
New Hampshire
$407K +$13.9K +85 +4%
TWM
2490
Tradition Wealth Management
Minnesota
$405K +$1.14K +7 +0.3%
CC
2491
Callan Capital
California
$405K +$93.1K +570 +32%
HGWM
2492
Horst & Graben Wealth Management
Oregon
$404K – – –
AA
2493
AlphaMark Advisors
Kentucky
$403K -$24.5K -150 -6%
GPWA
2494
Great Point Wealth Advisors
Massachusetts
$403K -$18.6K -114 -5%
LHC
2495
Little House Capital
Massachusetts
$402K +$11.1K +68 +3%
AF
2496
Alerus Financial
North Dakota
$401K -$1.96K -12 -0.5%
HC
2497
Hoese & Co
Minnesota
$401K – – –
LP
2498
LGL Partners
Pennsylvania
$400K +$150K +921 +67%
BWM
2499
BlackDiamond Wealth Management
New York
$400K +$376K +2,301 New
WAC
2500
William Allan Corp
Colorado
$400K +$376K +2,304 New
98 99
100
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