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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
2551
Claraphi Advisory Network
United States
$226K +$6.66K +43 +3%
1WM
2552
1900 Wealth Management
Texas
$225K +$155 +1 +0.1%
AC
2553
Avestar Capital
New York
$225K +$4.64K +30 +2%
ACWM
2554
Adams Chetwood Wealth Management
North Carolina
$224K – – –
CFN
2555
Cordasco Financial Network
Florida
$224K +$4.18K +27 +2%
ZIG
2556
Zuckerman Investment Group
Illinois
$223K +$230K +1,484 New
LWA
2557
Lenox Wealth Advisors
New York
$221K -$15.9K -103 -7%
CAM
2558
Claret Asset Management
Quebec, Canada
$221K -$3.1K -20 -1%
TC
2559
Tatro Capital
Kentucky
$219K -$464 -3 -0.2%
CCA
2560
Conestoga Capital Advisors
Pennsylvania
$218K – – –
ACA
2561
Atlas Capital Advisors
Wyoming
$218K – – –
ACM
2562
Ategra Capital Management
Virginia
$217K – – –
BIM
2563
Bridgecreek Investment Management
Oklahoma
$217K – – –
PFWA
2564
Paces Ferry Wealth Advisors
Georgia
$216K -$28.9K -187 -12%
BIA
2565
Barry Investment Advisors
Massachusetts
$215K -$36.4K -235 -14%
BFIC
2566
Bedell Frazier Investment Counselling
California
$215K -$9.91K -64 -4%
OMC
2567
Overbrook Management Corp
New York
$215K – – –
KW
2568
KWB Wealth
California
$215K +$2.32K +15 +1%
HCP
2569
Holt Capital Partners
Texas
$214K – – –
W
2570
Wealthquest
Ohio
$213K -$32.4K -209 -13%
AWM
2571
Aprio Wealth Management
Georgia
$213K – – –
SWA
2572
Safir Wealth Advisors
New Hampshire
$212K – – –
MWP
2573
Madison Wealth Partners
Wisconsin
$212K +$310 +2 +0.1%
SPI
2574
Santori & Peters Inc
Pennsylvania
$212K +$1.24K +8 +0.6%
AF
2575
Aldebaran Financial
$212K +$218K +1,410 New
101 102
103
104 105