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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2726
Clearwater Capital Advisors
Illinois
$268K – – –
EAM
2727
Empirical Asset Management
Massachusetts
$268K +$252K +1,540 New
RWP
2728
Revolve Wealth Partners
New Jersey
$268K +$252K +1,543 New
FW
2729
FirstPurpose Wealth
Utah
$268K +$252K +1,545 New
PFA
2730
Pathway Financial Advisors
Vermont
$268K +$252K +1,545 New
PCI
2731
Planning Center Inc
Illinois
$267K +$248K +1,521 New
HWM
2732
HighMark Wealth Management
Minnesota
$266K -$327 -2 -0.1%
LWA
2733
Lenox Wealth Advisors
New York
$266K +$9.8K +60 +4%
NFG
2734
Northeast Financial Group
Pennsylvania
$265K +$2.29K +14 +0.9%
SWM
2735
Selective Wealth Management
Virginia
$264K – – –
CSIA
2736
Carl Stuart Investment Advisor
Texas
$264K +$248K +1,520 New
SIA
2737
Sage Investment Advisers
New York
$264K +$248K +1,521 New
TC
2738
Trilogy Capital
California
$264K +$248K +1,521 New
HR
2739
Hayden Royal
North Carolina
$263K -$10.9K -67 -4%
TA
2740
Trellis Advisors
Washington
$263K -$3.1K -19 -1%
FFA
2741
Freedman Financial Associates
Massachusetts
$263K – – –
CM
2742
Capital Management
Virginia
$262K +$22.9K +140 +10%
HFW
2743
Horizon Family Wealth
Illinois
$262K +$247K +1,512 New
CWM
2744
Chronos Wealth Management
Florida
$261K -$4.08K -25 -2%
CFSG
2745
Community Financial Services Group
Vermont
$261K – – –
KIM
2746
Karpus Investment Management
New York
$261K – – –
MC
2747
Montag & Caldwell
Georgia
$261K – – –
AC
2748
ASB Consultores
Florida
$261K +$245K +1,502 New
TC
2749
TAP Consulting
Missouri
$260K +$245K +1,499 New
CCM
2750
Colorado Capital Management
Colorado
$259K -$1.8K -11 -0.7%
108 109
110
111 112