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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2601
Towerpoint Wealth
California
$322K +$3.2K +19 +1%
RWA
2602
Redmont Wealth Advisors
Illinois
$320K -$505 -3 -0.2%
AWC
2603
Abundance Wealth Counselors
Pennsylvania
$320K – – –
PO
2604
Private Ocean
California
$320K – – –
AIP
2605
Ahrens Investment Partners
Louisiana
$318K -$9.26K -55 -3%
FFG
2606
Ford Financial Group
California
$318K +$337 +2 +0.1%
WFA
2607
Wellspring Financial Advisors
Ohio
$318K +$4.21K +25 +1%
MWM
2608
Merriman Wealth Management
Washington
$318K +$14.8K +88 +5%
DBG
2609
De Burlo Group
Massachusetts
$317K -$13.9M -82,746 -98%
MSR
2610
Main Street Research
Connecticut
$317K -$5.72K -34 -2%
CA
2611
Claris Advisors
Missouri
$317K – – –
KBG
2612
Kahn Brothers Group
New York
$317K – – –
CCC
2613
Chelsea Counsel Company
California
$316K -$46.5K -276 -13%
JHP
2614
James Hambro & Partners
United Kingdom
$315K -$47.3K -281 -13%
IF
2615
Ironwood Financial
Arizona
$315K – – –
NWA
2616
Navis Wealth Advisors
New York
$314K +$27.9K +166 +10%
MCA
2617
Millennium Capital Advisors
Arkansas
$313K -$16.8K -100 -5%
T
2618
TRUADVICE
Florida
$313K -$4.54K -27 -1%
RPSA
2619
Richard P. Slaughter Associates
Texas
$313K -$673 -4 -0.2%
TCWM
2620
Total Clarity Wealth Management
Illinois
$312K -$44.1K -262 -12%
OBGC
2621
O'Brien Greene & Co
Pennsylvania
$312K – – –
CSB
2622
City State Bank
Iowa
$311K -$31.1K -185 -9%
HFG
2623
Heron Financial Group
New York
$310K +$337 +2 +0.1%
BBNB
2624
Baker Boyer National Bank
Washington
$308K -$13K -77 -4%
HCM
2625
Hollencrest Capital Management
California
$308K – – –
103 104
105
106 107