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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2751
Crew Capital Management
Ohio
$250K +$14.8K +88 +6%
EA
2752
Elm Advisors
California
$249K -$101K -600 -29%
ACWM
2753
Adams Chetwood Wealth Management
North Carolina
$249K – – –
SFA
2754
Source Financial Advisors
New York
$249K +$7.05K +42 +3%
WAOI
2755
Wealth Advisors of Iowa
Iowa
$248K +$32.4K +193 +15%
TC
2756
Tatro Capital
Kentucky
$247K +$1.01K +6 +0.4%
RFG
2757
Range Financial Group
Oregon
$247K +$30.9K +184 +14%
CWM
2758
Chemistry Wealth Management
New York
$247K +$248K +1,476 New
FC
2759
Financial Consulate
Maryland
$246K -$30.4K -181 -11%
CM
2760
Capital Management
Virginia
$246K -$6.72K -40 -3%
MIM
2761
Meixler Investment Management
Arizona
$246K -$3.36K -20 -1%
BAS
2762
Brown Advisory Securities
Maryland
$246K – – –
CAM
2763
Claret Asset Management
Quebec, Canada
$246K – – –
AS
2764
Altshuler Shaham
Israel
$246K +$165K +981 +203%
HFW
2765
Horizon Family Wealth
Illinois
$245K -$8.39K -50 -3%
HFS
2766
Heritage Financial Services
Massachusetts
$245K +$247K +1,469 New
TFCP
2767
Twin Focus Capital Partners
Massachusetts
$244K +$4.37K +26 +2%
CG
2768
Corundum Group
Colorado
$244K +$27K +161 +12%
MA
2769
Maxele Advisors
Missouri
$243K -$5.04K -30 -2%
CCA
2770
Conestoga Capital Advisors
Pennsylvania
$243K – – –
BIA
2771
Barry Investment Advisors
Massachusetts
$243K +$2.85K +17 +1%
LSWM
2772
Lorne Steinberg Wealth Management
Canada
$242K – – –
AMG
2773
Advisors Management Group
Wisconsin
$242K +$42K +250 +21%
MWP
2774
Madison Wealth Partners
Wisconsin
$241K +$3.86K +23 +2%
IWP
2775
IAG Wealth Partners
Wisconsin
$240K +$240K +1,432 New
109 110
111
112 113