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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2826
Holistic Financial Partners
Indiana
$280K +$6.96K +39 +3%
CSIA
2827
Carl Stuart Investment Advisor
Texas
$280K – – –
PCI
2828
Planning Center Inc
Illinois
$280K – – –
FCG
2829
Financial Connections Group
California
$280K – – –
CFA
2830
Cahill Financial Advisors
Minnesota
$279K +$276K +1,546 New
BFIC
2831
Bedell Frazier Investment Counselling
California
$279K – – –
UOTTAIMCU
2832
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$279K +$275K +1,544 New
AFS
2833
Axiom Financial Strategies
Indiana
$278K -$134K -752 -33%
LWMG
2834
Levy Wealth Management Group
Pennsylvania
$278K +$1.96K +11 +0.7%
RW
2835
RVW Wealth
California
$278K +$275K +1,539 New
WCM
2836
Wallace Capital Management
Texas
$278K -$17.8K -100 -6%
SDWMA
2837
Schneider Downs Wealth Management Advisors
Pennsylvania
$277K -$287K -1,611 -51%
VW
2838
Vance Wealth
California
$277K – – –
AFAS
2839
Acorn Financial Advisory Services
Virginia
$277K – – –
SAM
2840
Synergy Asset Management
Washington
$277K +$273K +1,533 New
IWN
2841
Independent Wealth Network
Iowa
$277K +$178 +1 +0.1%
NFG
2842
Northeast Financial Group
Pennsylvania
$276K +$535 +3 +0.2%
CWM
2843
Cabot Wealth Management
Massachusetts
$275K -$378K -2,121 -58%
SCM
2844
Spreng Capital Management
Ohio
$275K – – –
SC
2845
Sepio Capital
Utah
$274K +$21.2K +119 +9%
CCM
2846
Crew Capital Management
Ohio
$273K -$7.85K -44 -3%
DCM
2847
Driehaus Capital Management
Illinois
$272K +$269K +1,508 New
GSAM
2848
Grant Street Asset Management
Pennsylvania
$272K – – –
MF
2849
Manchester Financial
California
$272K +$178 +1 +0.1%
IWP
2850
IAG Wealth Partners
Wisconsin
$272K – – –
112 113
114
115 116