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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2476
Claris Financial
Virginia
$499K -$156 -1 -0%
WHCI
2477
W.H. Cornerstone Investments
Massachusetts
$499K +$255K +1,635 +104%
GCM
2478
Gables Capital Management
Florida
$499K -$12.9K -83 -3%
STA
2479
Smith Thornton Advisors
Alabama
$498K -$4.52K -29 -0.9%
CWM
2480
Cranbrook Wealth Management
Michigan
$497K +$1.56K +10 +0.3%
LHP
2481
Lexington Hill Partners
Texas
$497K +$43.5K +279 +10%
MWA
2482
Medallion Wealth Advisors
Connecticut
$497K +$73.9K +474 +17%
KLI
2483
Kelman-Lazarov Inc
Tennessee
$497K -$23.5K -151 -5%
CC
2484
Cadinha & Co
Hawaii
$497K +$2.34K +15 +0.5%
AFG
2485
ABLE Financial Group
Arizona
$497K -$4.67K -30 -0.9%
SSCA
2486
South Shore Capital Advisors
Massachusetts
$496K – – –
WSFG
2487
Wall Street Financial Group
Illinois
$495K +$54.9K +352 +12%
NFSG
2488
Newbridge Financial Services Group
Florida
$494K +$203K +1,300 +69%
E
2489
Evansbrook
Illinois
$494K +$58.7K +377 +13%
CNBOF
2490
City National Bank of Florida
Florida
$494K +$74.2K +476 +18%
EFG
2491
Ethos Financial Group
Pennsylvania
$493K +$34.3K +220 +7%
SFP
2492
Sterling Financial Planning
New Jersey
$493K +$623 +4 +0.1%
IA
2493
Insight Advisors
Pennsylvania
$491K -$352K -2,262 -42%
IWP
2494
Innova Wealth Partners
Pennsylvania
$491K -$3.9K -25 -0.8%
AWP
2495
Ascent Wealth Partners
New York
$491K +$36.9K +237 +8%
HA
2496
Herold Advisors
New York
$491K – – –
MW
2497
Marble Wealth
Alabama
$491K +$5.92K +38 +1%
SIC
2498
Sigma Investment Counselors
Michigan
$490K – – –
APA
2499
Astoria Portfolio Advisors
New York
$490K -$9.51K -61 -2%
SHGA
2500
Sand Hill Global Advisors
California
$490K +$1.56K +10 +0.3%
98 99
100
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