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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2626
West Financial Advisors
Iowa
$93K +$88.8K +625 New
VCG
2627
Vantage Consulting Group
Virginia
$92K +$88K +619 New
MIM
2628
Meridiem Investment Management
United Kingdom
$92K +$88.1K +620 New
SA
2629
SRH Advisors
Kansas
$89K – – –
AFS
2630
Annapolis Financial Services
Maryland
$89K +$85.3K +600 New
TFIPS
2631
Towarzystwo Funduszy Inwestycyjnych PZU SA
$88.2K +$84.6K +595 New
PFA
2632
Professional Financial Advisors
Nebraska
$88K – – –
BHWM
2633
Bay Harbor Wealth Management
Maryland
$86K -$66.2K -466 -45%
DTIM
2634
Danda Trouve Investment Management
Kansas
$82K – – –
PS
2635
Planned Solutions
California
$82K – – –
CA
2636
Centerpoint Advisors
Massachusetts
$81K -$14.2K -100 -16%
WAS
2637
Winch Advisory Services
Wisconsin
$78K – – –
GG
2638
Gleason Group
Kentucky
$77K – – –
CWA
2639
Carolina Wealth Advisors
South Carolina
$76K +$68.1K +479 +1,369%
CCM
2640
Copeland Capital Management
Pennsylvania
$74K – – –
MAWCM
2641
Mine & Arao Wealth Creation & Management
California
$74K +$142 +1 +0.2%
FEG
2642
Financial Enhancement Group
Indiana
$73K +$49.3K +347 +236%
CCM
2643
Cribstone Capital Management
Maine
$69K – – –
SFPG
2644
Stonebridge Financial Planning Group
Florida
$66K – – –
WA
2645
WestEnd Advisors
North Carolina
$64.4K – – –
CA
2646
Crewe Advisors
Utah
$64K -$5.4K -38 -8%
JMF
2647
Johnson Midwest Financial
Iowa
$64K +$61.4K +432 New
EWA
2648
Evolution Wealth Advisors
Florida
$63K -$9.81K -69 -14%
WLPWM
2649
Walled Lake Planning & Wealth Management
Illinois
$62K – – –
MCM
2650
McMillion Capital Management
North Carolina
$59K +$56.9K +400 New
104 105
106
107 108