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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2476
Peninsula Wealth
California
$490K -$12.5K -76 -2%
BB
2477
Bell Bank
North Dakota
$489K +$3.93K +24 +0.8%
QPWM
2478
Quadrant Private Wealth Management
Pennsylvania
$488K +$73.9K +451 +16%
BCM
2479
Birmingham Capital Management
Alabama
$487K – – –
FNBOMD
2480
First National Bank of Mount Dora
Florida
$485K -$30.8K -188 -6%
SC
2481
Stephens Consulting
Michigan
$484K – – –
SFP
2482
Sterling Financial Planning
New Jersey
$484K +$81.3K +496 +18%
KB
2483
Kimelman & Baird
New York
$483K – – –
FCT
2484
First Community Trust
Iowa
$482K – – –
ACM
2485
Aljian Capital Management
Nevada
$481K -$2.95K -18 -0.6%
IWP
2486
Innova Wealth Partners
Pennsylvania
$480K +$517K +3,157 New
CAC
2487
Certified Advisory Corp
Florida
$480K +$5.24K +32 +1%
OFG
2488
Oxford Financial Group
Indiana
$480K -$82.9K -506 -14%
SOS
2489
Silver Oak Securities
Tennessee
$479K +$115K +700 +28%
WW
2490
Waterfront Wealth
Kansas
$479K -$52.8K -322 -9%
SPL
2491
Smart Portfolios LLC
Washington
$477K -$15.6K -95 -3%
AWA
2492
AGH Wealth Advisors
Kansas
$477K +$514K +3,135 New
UAG
2493
United Advisor Group
Ohio
$477K +$83.4K +509 +19%
MFGM
2494
Marshall Financial Group (Maryland)
Maryland
$476K +$11.5K +70 +2%
PFC
2495
Phocas Financial Corp
California
$473K +$510K +3,113 New
TAM
2496
Titleist Asset Management
Texas
$473K -$72.6K -443 -12%
GF
2497
GGM Financials
Ohio
$473K -$94.9K -579 -16%
TWP
2498
Triad Wealth Partners
Kansas
$471K +$508K +3,100 New
BMM
2499
Buffington Mohr McNeal
Idaho
$471K +$7.54K +46 +2%
WE
2500
Wealth Effects
Massachusetts
$470K -$36.4K -222 -7%
98 99
100
101 102