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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2701
Campbell Wealth Management
Virginia
$272K – – –
FCM
2702
Firestone Capital Management
Florida
$272K – – –
WCAMG
2703
Woodard & Company Asset Management Group
North Carolina
$271K -$33.7K -200 -11%
SGCA
2704
Steel Grove Capital Advisors
Tennessee
$271K – – –
FWM
2705
Focused Wealth Management
New York
$271K +$1.68K +10 +0.6%
CAN
2706
Claraphi Advisory Network
United States
$271K +$10.1K +60 +4%
ACM
2707
Armbruster Capital Management
New York
$270K – – –
AFA
2708
American Financial Advisors
Georgia
$270K +$1.18K +7 +0.4%
CM
2709
Capital Management
Virginia
$270K +$25.3K +150 +10%
SC
2710
Sepio Capital
Utah
$270K +$273K +1,621 New
IWN
2711
Independent Wealth Network
Iowa
$269K -$3.54K -21 -1%
RFG
2712
Range Financial Group
Oregon
$268K +$22.7K +135 +9%
FRM
2713
Fox Run Management
Connecticut
$268K +$271K +1,611 New
BFIC
2714
Bedell Frazier Investment Counselling
California
$267K -$4.38K -26 -2%
PFA
2715
Pettinga Financial Advisors
Indiana
$267K – – –
WGAM
2716
Wilkinson Global Asset Management
New York
$267K – – –
FH
2717
FWG Holdings
Florida
$267K +$1.85K +11 +0.7%
PCI
2718
Planning Center Inc
Illinois
$267K +$7.24K +43 +3%
APS
2719
American Planning Services
Florida
$266K – – –
NFG
2720
Northeast Financial Group
Pennsylvania
$266K +$12.5K +74 +5%
PAG
2721
Private Advisory Group
Washington
$265K -$4.04K -24 -1%
BWCS
2722
Beirne Wealth Consulting Services
Connecticut
$265K – – –
IAS
2723
IMA Advisory Services
Colorado
$265K – – –
GP
2724
Greenline Partners
New York
$264K – – –
SAIG
2725
Semper Augustus Investments Group
Colorado
$264K – – –
107 108
109
110 111