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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2851
Commons Capital
Massachusetts
$286K +$5.6K +30 +2%
TF
2852
TimeScale Financial
Massachusetts
$285K +$1.68K +9 +0.6%
WCM
2853
Wallace Capital Management
Texas
$285K – – –
CCA
2854
Column Capital Advisors
Indiana
$285K – – –
VCP
2855
Vista Capital Partners
Oregon
$283K – – –
PMG
2856
Private Management Group
California
$283K +$37.1K +199 +15%
KWM
2857
Kaydan Wealth Management
Michigan
$282K -$18.3K -98 -6%
AFS
2858
Axiom Financial Strategies
Indiana
$282K – – –
EWP
2859
Engrave Wealth Partners
Texas
$282K – – –
CP
2860
Camelot Portfolios
Ohio
$281K -$29.5K -158 -9%
GSAM
2861
Grant Street Asset Management
Pennsylvania
$281K +$2.8K +15 +1%
BSC
2862
Brown Shipley & Co
United Kingdom
$279K -$60.6K -325 -18%
SDWMA
2863
Schneider Downs Wealth Management Advisors
Pennsylvania
$278K – – –
AP
2864
Adero Partners
California
$278K +$20.5K +110 +8%
BC
2865
Brio Consultants
California
$278K -$2.99K -16 -1%
AHC
2866
Anderson Hoagland & Co
Missouri
$278K – – –
CWM
2867
Chronos Wealth Management
Florida
$278K – – –
HPM
2868
Hoxton Planning & Management
West Virginia
$277K -$14.9K -80 -5%
FWM
2869
Fingerlakes Wealth Management
New York
$276K +$4.85K +26 +2%
PCI
2870
Planning Center Inc
Illinois
$275K +$8.96K +48 +3%
BC
2871
Barrett & Company
Rhode Island
$275K +$74.6K +400 +37%
SC
2872
Sepio Capital
Utah
$274K +$18.7K +100 +7%
TA
2873
TrueWealth Advisors
Alabama
$274K +$746 +4 +0.3%
SPI
2874
Santori & Peters Inc
Pennsylvania
$274K +$4.48K +24 +2%
DFC
2875
DBK Financial Counsel
Ohio
$274K +$14.4K +77 +6%
113 114
115
116 117