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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2751
Trellis Advisors
Washington
$335K +$1.12K +6 +0.3%
GAB
2752
German American Bancorp
Indiana
$335K +$9.7K +52 +3%
IWN
2753
Independent Wealth Network
Iowa
$333K +$8.96K +48 +3%
ACM
2754
Alethea Capital Management
Washington
$333K -$740K -3,968 -69%
OWM
2755
Orgel Wealth Management
Wisconsin
$333K – – –
WP
2756
WealthSpring Partners
California
$333K – – –
CAWM
2757
Capital Advisors Wealth Management
Washington
$333K +$1.49K +8 +0.4%
AFAS
2758
Acorn Financial Advisory Services
Virginia
$333K +$39.2K +210 +13%
JHP
2759
James Hambro & Partners
United Kingdom
$333K -$10.6K -57 -3%
AFP
2760
Alpha Financial Partners
Kentucky
$333K -$22.8K -122 -6%
WGAM
2761
Wilkinson Global Asset Management
New York
$333K -$17.7K -95 -5%
BBNB
2762
Baker Boyer National Bank
Washington
$333K -$2.05K -11 -0.6%
DFG
2763
Demars Financial Group
Washington
$332K -$18.8K -101 -5%
RIM
2764
Rockbridge Investment Management
New York
$332K +$187 +1 +0.1%
ORC
2765
O'Rourke & Company
Massachusetts
$332K -$14K -75 -4%
MA
2766
MKT Advisors
California
$331K +$1.12K +6 +0.3%
AF
2767
Apexium Financial
Texas
$331K +$104K +558 +45%
BCM
2768
Blume Capital Management
California
$330K – – –
PC
2769
Port Capital
Illinois
$330K – – –
ACM
2770
Advance Capital Management
Michigan
$330K +$332K +1,780 New
ACA
2771
Aspire Capital Advisors
Washington
$330K +$21.3K +114 +7%
CWM
2772
Chemistry Wealth Management
New York
$329K +$1.87K +10 +0.6%
CBOR
2773
Community Bank of Raymore
Missouri
$328K – – –
LCM
2774
Lazari Capital Management
California
$328K +$330K +1,770 New
ACA
2775
Atlas Capital Advisors
Wyoming
$327K – – –
109 110
111
112 113