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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2751
Meixler Investment Management
Arizona
$258K +$243K +1,487 New
MA
2752
Maxele Advisors
Missouri
$258K +$242K +1,484 New
CAN
2753
Claraphi Advisory Network
United States
$257K -$3.92K -24 -2%
PWAG
2754
Polaris Wealth Advisory Group
California
$257K – – –
BAS
2755
Brown Advisory Securities
Maryland
$256K -$86.9K -532 -27%
CAM
2756
Claret Asset Management
Quebec, Canada
$255K – – –
TC
2757
Tatro Capital
Kentucky
$255K +$1.96K +12 +0.8%
RGF
2758
Retirement Guys Formula
Ohio
$255K +$240K +1,467 New
KOC
2759
Koss-Olinger Consulting
Florida
$254K +$238K +1,460 New
RWA
2760
Redmont Wealth Advisors
Illinois
$254K +$238K +1,460 New
FNBOMD
2761
First National Bank of Mount Dora
Florida
$254K +$239K +1,461 New
AWM
2762
Act Wealth Management
Texas
$253K +$238K +1,457 New
MCA
2763
Magnolia Capital Advisors
Mississippi
$252K -$14.7K -90 -6%
CCA
2764
Conestoga Capital Advisors
Pennsylvania
$252K – – –
ACA
2765
Atlas Capital Advisors
Wyoming
$252K – – –
ACM
2766
Ategra Capital Management
Virginia
$251K – – –
SFA
2767
Source Financial Advisors
New York
$251K -$63.2K -387 -21%
BIA
2768
Barry Investment Advisors
Massachusetts
$251K +$1.47K +9 +0.6%
LSWM
2769
Lorne Steinberg Wealth Management
Canada
$251K +$236K +1,443 New
BIM
2770
Bridgecreek Investment Management
Oklahoma
$250K – – –
HCC
2771
Hirtle Callaghan & Co
Pennsylvania
$249K +$234K +1,433 New
TFCP
2772
Twin Focus Capital Partners
Massachusetts
$249K +$234K +1,433 New
HCP
2773
Holt Capital Partners
Texas
$248K – – –
CWA
2774
CJM Wealth Advisers
Virginia
$247K +$232K +1,423 New
FA
2775
Fiducient Advisors
Illinois
$247K -$503K -3,079 -69%
109 110
111
112 113