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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
2651
Kelman-Lazarov Inc
Tennessee
$371K -$47.4K -266 -11%
JAFL
2652
Jay A. Fishman Ltd
Michigan
$370K – – –
FFS
2653
Founders Financial Securities
Maryland
$370K +$23.9K +134 +7%
ACA
2654
Affinity Capital Advisors
California
$369K – – –
WIM
2655
Warwick Investment Management
Texas
$369K +$713 +4 +0.2%
PFG
2656
Pinnacle Financial Group
Illinois
$369K +$1.43K +8 +0.4%
MWM
2657
MBE Wealth Management
Wisconsin
$368K +$364K +2,039 New
CWA
2658
Cornerstone Wealth Advisors
Minnesota
$368K – – –
CBB
2659
Citizens Business Bank
California
$367K +$8.92K +50 +3%
TC
2660
Tacita Capital
Ontario, Canada
$366K – – –
GIM
2661
Guild Investment Management
California
$365K – – –
PCMC
2662
Paragon Capital Management (Colorado)
Colorado
$365K – – –
SN
2663
Sittner & Nelson
Oregon
$362K – – –
WMA
2664
Wealth Management Associates
New Jersey
$362K +$4.46K +25 +1%
WC
2665
Whitney & Co
New York
$361K – – –
CSA
2666
Cottage Street Advisors
Massachusetts
$361K +$580M +3,253,019 +16,362%
MIA
2667
MMBG Investment Advisors
Florida
$361K – – –
LNWTC
2668
Laird Norton Wetherby Trust Company
Washington
$361K +$354K +1,984 New
CC
2669
Commons Capital
Massachusetts
$360K – – –
HA
2670
Harfst & Associates
Wyoming
$360K – – –
GCP
2671
Gill Capital Partners
Colorado
$360K +$355K +1,991 New
CSB
2672
City State Bank
Iowa
$359K – – –
DWM
2673
Darwin Wealth Management
Florida
$359K -$16.9K -95 -4%
TCM
2674
Tradewinds Capital Management
Washington
$359K +$12.3K +69 +4%
DI
2675
Diligent Investors
California
$358K +$1.6K +9 +0.5%
105 106
107
108 109