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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
2476
McIlrath & Eck
Washington
$426K +$14.9K +104 +4%
RFP
2477
Root Financial Partners
California
$425K -$122K -851 -22%
HWA
2478
HHM Wealth Advisors
Tennessee
$425K +$20K +140 +5%
SC
2479
Stephens Consulting
Michigan
$424K -$11.3K -79 -3%
AMG
2480
Advisors Management Group
Wisconsin
$424K +$431K +3,016 New
SAM
2481
Secure Asset Management
Michigan
$423K -$1.14K -8 -0.3%
WH
2482
Willner & Heller
California
$422K -$60.1K -421 -12%
DCA
2483
DSG Capital Advisors
Minnesota
$421K – – –
GCM
2484
Graver Capital Management
Ohio
$421K – – –
MWA
2485
Martel Wealth Advisors
Washington
$421K – – –
SM
2486
Stonegate Management
Illinois
$421K +$428K +3,000 New
ZAM
2487
Zevin Asset Management
Massachusetts
$421K – – –
CP
2488
Creekside Partners
California
$421K -$13.9K -97 -3%
GCM
2489
G2 Capital Management
Ohio
$420K +$6.28K +44 +1%
TWM
2490
Thrive Wealth Management
Pennsylvania
$420K +$428 +3 +0.1%
FCFC
2491
First Commonwealth Financial Corp
Pennsylvania
$420K +$31.3K +219 +8%
FFC
2492
First Financial Corp
Indiana
$419K -$17.7K -124 -4%
BFA
2493
Beacon Financial Advisory
Ohio
$418K +$42K +294 +11%
PA
2494
Probity Advisors
Texas
$418K +$90.4K +633 +27%
BTWM
2495
Baker Tilly Wealth Management
Wisconsin
$417K +$107K +749 +34%
CWM
2496
Centric Wealth Management
Illinois
$416K +$4.43K +31 +1%
BP
2497
BBR Partners
New York
$416K -$9.28K -65 -2%
KPWG
2498
KFA Private Wealth Group
Virginia
$415K +$143 +1 +0%
PWP
2499
Precedent Wealth Partners
Texas
$414K – – –
BCM
2500
Brooktree Capital Management
Michigan
$414K -$78.5K -550 -16%
98 99
100
101 102