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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
2526
RMR Wealth Builders
New Jersey
$224K -$266K -1,868 -55%
HFG
2527
Heron Financial Group
New York
$224K +$7.82K +55 +4%
MWM
2528
Mascoma Wealth Management
New Hampshire
$223K +$214K +1,506 New
JLBC
2529
J.L. Bainbridge & Co
Florida
$222K – – –
MC
2530
Montag & Caldwell
Georgia
$222K – – –
CPWM
2531
Cypress Point Wealth Management
Texas
$222K +$213K +1,500 New
TC
2532
Tatro Capital
Kentucky
$221K -$18.3K -129 -8%
SRC
2533
Sage Rhino Capital
California
$221K -$1.14K -8 -0.5%
ACWM
2534
Adams Chetwood Wealth Management
North Carolina
$221K +$212K +1,488 New
FCA
2535
FLC Capital Advisors
California
$220K – – –
SFO
2536
Standard Family Office
South Dakota
$220K +$211K +1,484 New
FWM
2537
Focused Wealth Management
New York
$218K +$5.12K +36 +3%
TWM
2538
TriaGen Wealth Management
California
$217K +$208K +1,465 New
MWM
2539
Merriman Wealth Management
Washington
$216K -$1.42K -10 -0.7%
FFA
2540
Freedman Financial Associates
Massachusetts
$216K +$207K +1,454 New
CF
2541
Clarity Financial
Texas
$216K +$207K +1,458 New
WA
2542
Waverly Advisors
Alabama
$215K -$36.7K -258 -14%
CCA
2543
Conestoga Capital Advisors
Pennsylvania
$215K – – –
SICM
2544
Sustainable Insight Capital Management
New York
$215K +$206K +1,449 New
ACM
2545
Ategra Capital Management
Virginia
$214K -$2.84K -20 -1%
BIM
2546
Bridgecreek Investment Management
Oklahoma
$214K +$205K +1,440 New
RCYC
2547
Richard C. Young & Co
Rhode Island
$214K +$205K +1,440 New
PWAG
2548
Polaris Wealth Advisory Group
California
$213K – – –
OMC
2549
Overbrook Management Corp
New York
$212K +$203K +1,431 New
KWA
2550
KCS Wealth Advisory
California
$211K -$3.55K -25 -2%
100 101
102
103 104