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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
B
2826
Bellecapital
Switzerland
$330K – – –
CWA
2827
Consilio Wealth Advisors
Washington
$330K +$24.4K +142 +8%
SFA
2828
Source Financial Advisors
New York
$329K -$21.3K -124 -6%
KSWWM
2829
Keyes Stange & Wooten Wealth Management
Florida
$329K – – –
MWM
2830
Merriman Wealth Management
Washington
$328K -$6.53K -38 -2%
JPMIA
2831
J.P. Marvel Investment Advisors
Massachusetts
$327K – – –
HPM
2832
Hoxton Planning & Management
West Virginia
$326K +$60.5K +352 +22%
FFG
2833
Fortem Financial Group
California
$326K +$20.1K +117 +7%
MWP
2834
Madison Wealth Partners
Wisconsin
$325K +$9.45K +55 +3%
FI
2835
Financial Insights
Washington
$325K – – –
MSA
2836
Marathon Strategic Advisors
Pennsylvania
$324K – – –
IF
2837
Insight Folios
North Carolina
$324K +$13.1K +76 +4%
TFM
2838
TFC Financial Management
Massachusetts
$324K +$20.8K +121 +7%
PCMC
2839
Paragon Capital Management (Colorado)
Colorado
$323K +$172 +1 +0.1%
GIM
2840
Guild Investment Management
California
$323K – – –
MIM
2841
Meridiem Investment Management
United Kingdom
$323K +$326K +1,900 New
KBG
2842
Kahn Brothers Group
New York
$323K – – –
GKIM
2843
GW&K Investment Management
Massachusetts
$322K +$20.8K +121 +7%
CWM
2844
Campbell Wealth Management
Virginia
$322K +$326K +1,895 New
TWM
2845
Tanager Wealth Management
United Kingdom
$321K +$325K +1,890 New
HA
2846
Harfst & Associates
Wyoming
$321K +$7.73K +45 +2%
LC
2847
Landaas & Company
Wisconsin
$320K +$172 +1 +0.1%
EHAM
2848
Eagle Harbor Asset Management
Washington
$320K – – –
CVA
2849
Central Valley Advisors
California
$319K -$344 -2 -0.1%
TWM
2850
TCFG Wealth Management
California
$318K +$322K +1,872 New
112 113
114
115 116