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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2826
Pennsylvania Capital Management
Pennsylvania
$214K – – –
PTCG
2827
Pring Turner Capital Group
California
$214K +$8.1K +47 +4%
RK
2828
Rather & Kittrell
Tennessee
$214K +$226K +1,312 New
M1FG
2829
Mach-1 Financial Group
Arkansas
$213K +$4.31K +25 +2%
MF
2830
Meridian Financial
Massachusetts
$212K -$172 -1 -0.1%
RIM
2831
Rockbridge Investment Management
New York
$212K +$49.8K +289 +29%
FP
2832
Financial Perspectives
Minnesota
$212K +$3.62K +21 +2%
ACM
2833
Armbruster Capital Management
New York
$211K -$56K -325 -20%
B
2834
Bridgeworth
Alabama
$211K – – –
WAL
2835
W Advisors LLC
Tennessee
$210K -$689 -4 -0.3%
PCA
2836
Peddock Capital Advisors
Massachusetts
$210K – – –
W
2837
WealthOne
New York
$210K +$862 +5 +0.4%
HWM
2838
Howard Wealth Management
Connecticut
$210K +$222K +1,290 New
FPGK
2839
Financial Partners Group (Kansas)
Kansas
$209K -$15.7K -91 -7%
NJBEST
2840
New Jersey Better Educational Savings Trust
New Jersey
$209K – – –
PRWA
2841
Platte River Wealth Advisors
Colorado
$209K – – –
SDH
2842
Sloy Dahl & Holst
Washington
$209K – – –
CFAM
2843
Coury Firm Asset Management
Pennsylvania
$208K – – –
NRW
2844
Nova R Wealth
Kansas
$208K +$345 +2 +0.2%
FWM
2845
FSA Wealth Management
Massachusetts
$208K +$219K +1,272 New
B
2846
Brightworth
Georgia
$207K -$1.38K -8 -0.6%
FA
2847
Fiducient Advisors
Illinois
$207K – – –
JLBC
2848
J.L. Bainbridge & Co
Florida
$207K – – –
FFA
2849
Fairfield Financial Advisors
Massachusetts
$206K +$1.21K +7 +0.6%
SSC
2850
Syverson Strege & Co
Iowa
$206K +$862 +5 +0.4%
112 113
114
115 116