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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2601
Claris Advisors
Missouri
$331K +$311K +1,904 New
KBG
2602
Kahn Brothers Group
New York
$330K – – –
FFG
2603
Ford Financial Group
California
$330K – – –
IF
2604
Ironwood Financial
Arizona
$329K – – –
SL
2605
Salomon & Ludwin
Virginia
$327K – – –
WC
2606
Whitney & Co
New York
$327K – – –
CFA
2607
Compass Financial Advisors
Indiana
$327K +$308K +1,883 New
WFA
2608
Wellspring Financial Advisors
Ohio
$326K +$10.9K +67 +4%
OBGC
2609
O'Brien Greene & Co
Pennsylvania
$326K +$19.6K +120 +7%
BCM
2610
Blume Capital Management
California
$325K -$25.5K -156 -8%
PWM
2611
Prentice Wealth Management
New York
$325K -$6.86K -42 -2%
HFP
2612
Holistic Financial Partners
Indiana
$323K – – –
LFA
2613
Landmark Financial Advisors
Kentucky
$323K +$303K +1,857 New
HCM
2614
Hollencrest Capital Management
California
$322K +$16.3K +100 +6%
GSAM
2615
Grant Street Asset Management
Pennsylvania
$322K +$45.1K +276 +18%
CFN
2616
Cordasco Financial Network
Florida
$322K +$59K +361 +24%
PPWM
2617
Paragon Private Wealth Management
Kentucky
$322K +$303K +1,852 New
JF
2618
JSF Financial
California
$321K -$21.9K -134 -7%
LIM
2619
Lathrop Investment Management
Arkansas
$321K -$11.8K -72 -4%
BFAG
2620
Blackston Financial Advisory Group
Florida
$321K +$302K +1,850 New
HFG
2621
Heron Financial Group
New York
$320K – – –
GA
2622
Greenspring Advisors
Maryland
$320K +$301K +1,845 New
TIA
2623
Tandem Investment Advisors
South Carolina
$319K +$18.5K +113 +7%
CF
2624
Corrigan Financial
Rhode Island
$319K – – –
GAB
2625
German American Bancorp
Indiana
$318K – – –
103 104
105
106 107