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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2551
Montag & Caldwell
Georgia
$226K – – –
CCM
2552
Colorado Capital Management
Colorado
$226K +$5.26K +34 +2%
CAN
2553
Claraphi Advisory Network
United States
$226K +$6.66K +43 +3%
1WM
2554
1900 Wealth Management
Texas
$225K +$155 +1 +0.1%
AC
2555
Avestar Capital
New York
$225K +$4.64K +30 +2%
ACWM
2556
Adams Chetwood Wealth Management
North Carolina
$224K – – –
CFN
2557
Cordasco Financial Network
Florida
$224K +$4.18K +27 +2%
ZIG
2558
Zuckerman Investment Group
Illinois
$223K +$230K +1,484 New
LWA
2559
Lenox Wealth Advisors
New York
$221K -$15.9K -103 -7%
CAM
2560
Claret Asset Management
Quebec, Canada
$221K -$3.1K -20 -1%
TC
2561
Tatro Capital
Kentucky
$219K -$464 -3 -0.2%
CCA
2562
Conestoga Capital Advisors
Pennsylvania
$218K – – –
ACA
2563
Atlas Capital Advisors
Wyoming
$218K – – –
ACM
2564
Ategra Capital Management
Virginia
$217K – – –
BIM
2565
Bridgecreek Investment Management
Oklahoma
$217K – – –
PFWA
2566
Paces Ferry Wealth Advisors
Georgia
$216K -$28.9K -187 -12%
BIA
2567
Barry Investment Advisors
Massachusetts
$215K -$36.4K -235 -14%
BFIC
2568
Bedell Frazier Investment Counselling
California
$215K -$9.91K -64 -4%
OMC
2569
Overbrook Management Corp
New York
$215K – – –
KW
2570
KWB Wealth
California
$215K +$2.32K +15 +1%
HCP
2571
Holt Capital Partners
Texas
$214K – – –
W
2572
Wealthquest
Ohio
$213K -$32.4K -209 -13%
AWM
2573
Aprio Wealth Management
Georgia
$213K – – –
SWA
2574
Safir Wealth Advisors
New Hampshire
$212K – – –
MWP
2575
Madison Wealth Partners
Wisconsin
$212K +$310 +2 +0.1%
101 102
103
104 105