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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2701
Private Ocean
California
$348K -$4.1K -23 -1%
KBFS
2702
Kohmann Bosshard Financial Services
Ohio
$346K +$41.9K +235 +14%
MWM
2703
Merriman Wealth Management
Washington
$346K -$178 -1 -0.1%
CCC
2704
Chelsea Counsel Company
California
$345K – – –
GWM
2705
Gray Wealth Management
Maine
$345K +$24.8K +139 +8%
AIP
2706
Ahrens Investment Partners
Louisiana
$345K – – –
IF
2707
Ironwood Financial
Arizona
$344K +$2.5K +14 +0.7%
3F
2708
360 Financial
Minnesota
$344K – – –
DFG
2709
Demars Financial Group
Washington
$344K -$38.3K -215 -10%
KBG
2710
Kahn Brothers Group
New York
$343K – – –
OWM
2711
Orgel Wealth Management
Wisconsin
$340K -$713 -4 -0.2%
NWA
2712
Navis Wealth Advisors
New York
$340K – – –
MCA
2713
Millennium Capital Advisors
Arkansas
$340K – – –
HWA
2714
HHM Wealth Advisors
Tennessee
$339K – – –
RIM
2715
Redwood Investment Management
Arizona
$339K -$145K -812 -30%
PCH
2716
PGIM Custom Harvest
New Jersey
$338K +$334K +1,871 New
ORC
2717
O'Rourke & Company
Massachusetts
$337K – – –
TW
2718
Transform Wealth
Colorado
$336K +$94.5K +530 +40%
CCA
2719
Conestoga Capital Advisors
Pennsylvania
$334K +$71.3K +400 +28%
JHP
2720
James Hambro & Partners
United Kingdom
$334K – – –
UBG
2721
United Bank (Georgia)
Georgia
$333K -$4.99K -28 -1%
HWM
2722
Horizon Wealth Management
Illinois
$332K -$7.13K -40 -2%
DA
2723
Duality Advisers
Florida
$332K +$328K +1,837 New
GCWM
2724
Graham Capital Wealth Management
District of Columbia
$332K -$1.6K -9 -0.5%
TCWM
2725
Total Clarity Wealth Management
Illinois
$332K -$23.5K -132 -7%
107 108
109
110 111