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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
2476
Wealth Dimensions Group
Ohio
$490K +$21K +128 +4%
PW
2477
Peninsula Wealth
California
$490K -$12.5K -76 -2%
BB
2478
Bell Bank
North Dakota
$489K +$3.93K +24 +0.8%
QPWM
2479
Quadrant Private Wealth Management
Pennsylvania
$488K +$73.9K +451 +16%
BCM
2480
Birmingham Capital Management
Alabama
$487K – – –
FNBOMD
2481
First National Bank of Mount Dora
Florida
$485K -$30.8K -188 -6%
SC
2482
Stephens Consulting
Michigan
$484K – – –
SFP
2483
Sterling Financial Planning
New Jersey
$484K +$81.3K +496 +18%
KB
2484
Kimelman & Baird
New York
$483K – – –
FCT
2485
First Community Trust
Iowa
$482K – – –
ACM
2486
Aljian Capital Management
Nevada
$481K -$2.95K -18 -0.6%
IWP
2487
Innova Wealth Partners
Pennsylvania
$480K +$517K +3,157 New
CAC
2488
Certified Advisory Corp
Florida
$480K +$5.24K +32 +1%
OFG
2489
Oxford Financial Group
Indiana
$480K -$82.9K -506 -14%
SOS
2490
Silver Oak Securities
Tennessee
$479K +$115K +700 +28%
WW
2491
Waterfront Wealth
Kansas
$479K -$52.8K -322 -9%
SPL
2492
Smart Portfolios LLC
Washington
$477K -$15.6K -95 -3%
AWA
2493
AGH Wealth Advisors
Kansas
$477K +$514K +3,135 New
UAG
2494
United Advisor Group
Ohio
$477K +$83.4K +509 +19%
MFGM
2495
Marshall Financial Group (Maryland)
Maryland
$476K +$11.5K +70 +2%
PFC
2496
Phocas Financial Corp
California
$473K +$510K +3,113 New
TAM
2497
Titleist Asset Management
Texas
$473K -$72.6K -443 -12%
GF
2498
GGM Financials
Ohio
$473K -$94.9K -579 -16%
TWP
2499
Triad Wealth Partners
Kansas
$471K +$508K +3,100 New
BMM
2500
Buffington Mohr McNeal
Idaho
$471K +$7.54K +46 +2%
98 99
100
101 102