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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2476
Gables Capital Management
Florida
$499K -$12.9K -83 -3%
STA
2477
Smith Thornton Advisors
Alabama
$498K -$4.52K -29 -0.9%
CWM
2478
Cranbrook Wealth Management
Michigan
$497K +$1.56K +10 +0.3%
LHP
2479
Lexington Hill Partners
Texas
$497K +$43.5K +279 +10%
MWA
2480
Medallion Wealth Advisors
Connecticut
$497K +$73.9K +474 +17%
KLI
2481
Kelman-Lazarov Inc
Tennessee
$497K -$23.5K -151 -5%
CC
2482
Cadinha & Co
Hawaii
$497K +$2.34K +15 +0.5%
AFG
2483
ABLE Financial Group
Arizona
$497K -$4.67K -30 -0.9%
SSCA
2484
South Shore Capital Advisors
Massachusetts
$496K – – –
WSFG
2485
Wall Street Financial Group
Illinois
$495K +$54.9K +352 +12%
NFSG
2486
Newbridge Financial Services Group
Florida
$494K +$203K +1,300 +69%
E
2487
Evansbrook
Illinois
$494K +$58.7K +377 +13%
CNBOF
2488
City National Bank of Florida
Florida
$494K +$74.2K +476 +18%
EFG
2489
Ethos Financial Group
Pennsylvania
$493K +$34.3K +220 +7%
SFP
2490
Sterling Financial Planning
New Jersey
$493K +$623 +4 +0.1%
IA
2491
Insight Advisors
Pennsylvania
$491K -$352K -2,262 -42%
IWP
2492
Innova Wealth Partners
Pennsylvania
$491K -$3.9K -25 -0.8%
AWP
2493
Ascent Wealth Partners
New York
$491K +$36.9K +237 +8%
HA
2494
Herold Advisors
New York
$491K – – –
MW
2495
Marble Wealth
Alabama
$491K +$5.92K +38 +1%
SIC
2496
Sigma Investment Counselors
Michigan
$490K – – –
APA
2497
Astoria Portfolio Advisors
New York
$490K -$9.51K -61 -2%
SHGA
2498
Sand Hill Global Advisors
California
$490K +$1.56K +10 +0.3%
MAM
2499
MMA Asset Management
Pennsylvania
$489K +$31.3K +201 +7%
JF
2500
Joule Financial
Kentucky
$489K +$28.2K +181 +6%
98 99
100
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