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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACWM
2751
Adams Chetwood Wealth Management
North Carolina
$258K – – –
MIM
2752
Meixler Investment Management
Arizona
$258K +$243K +1,487 New
MA
2753
Maxele Advisors
Missouri
$258K +$242K +1,484 New
CAN
2754
Claraphi Advisory Network
United States
$257K -$3.92K -24 -2%
PWAG
2755
Polaris Wealth Advisory Group
California
$257K – – –
BAS
2756
Brown Advisory Securities
Maryland
$256K -$86.9K -532 -27%
CAM
2757
Claret Asset Management
Quebec, Canada
$255K – – –
TC
2758
Tatro Capital
Kentucky
$255K +$1.96K +12 +0.8%
RGF
2759
Retirement Guys Formula
Ohio
$255K +$240K +1,467 New
KOC
2760
Koss-Olinger Consulting
Florida
$254K +$238K +1,460 New
RWA
2761
Redmont Wealth Advisors
Illinois
$254K +$238K +1,460 New
FNBOMD
2762
First National Bank of Mount Dora
Florida
$254K +$239K +1,461 New
AWM
2763
Act Wealth Management
Texas
$253K +$238K +1,457 New
MCA
2764
Magnolia Capital Advisors
Mississippi
$252K -$14.7K -90 -6%
CCA
2765
Conestoga Capital Advisors
Pennsylvania
$252K – – –
ACA
2766
Atlas Capital Advisors
Wyoming
$252K – – –
ACM
2767
Ategra Capital Management
Virginia
$251K – – –
SFA
2768
Source Financial Advisors
New York
$251K -$63.2K -387 -21%
BIA
2769
Barry Investment Advisors
Massachusetts
$251K +$1.47K +9 +0.6%
LSWM
2770
Lorne Steinberg Wealth Management
Canada
$251K +$236K +1,443 New
BIM
2771
Bridgecreek Investment Management
Oklahoma
$250K – – –
HCC
2772
Hirtle Callaghan & Co
Pennsylvania
$249K +$234K +1,433 New
TFCP
2773
Twin Focus Capital Partners
Massachusetts
$249K +$234K +1,433 New
HCP
2774
Holt Capital Partners
Texas
$248K – – –
CWA
2775
CJM Wealth Advisers
Virginia
$247K +$232K +1,423 New
109 110
111
112 113