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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
3076
Syverson Strege & Co
Iowa
$220K +$2.24K +13 +1%
SLWA
3077
San Luis Wealth Advisors
California
$220K +$230K +1,334 New
CCA
3078
Catalyst Capital Advisors
New York
$219K +$4.32K +25 +2%
MME
3079
Meag Munich Ergo
Germany
$218K – – –
CCA
3080
Carrera Capital Advisors
Michigan
$217K +$227K +1,313 New
NFA
3081
Northwest Financial Advisors
Virginia
$216K -$101K -588 -31%
DCM
3082
Dimension Capital Management
Florida
$216K -$134K -774 -37%
PCM
3083
Pennsylvania Capital Management
Pennsylvania
$216K – – –
HFF
3084
Halter Ferguson Financial
Indiana
$216K – – –
CWA
3085
CJM Wealth Advisers
Virginia
$215K -$39.4K -228 -15%
KHC
3086
Koesten Hirschmann & Crabtree
Kansas
$215K – – –
AFGAS
3087
Allegiance Financial Group Advisory Services
Virginia
$215K +$1.73K +10 +0.8%
PWAC
3088
Private Wealth Advisors (California)
California
$215K +$2.76K +16 +1%
WGAM
3089
Wilkinson Global Asset Management
New York
$214K +$224K +1,300 New
FP
3090
Financial Perspectives
Minnesota
$214K – – –
CFA
3091
Cahill Financial Advisors
Minnesota
$214K +$9.15K +53 +4%
ANB
3092
Amarillo National Bank
Texas
$213K -$29.5K -171 -12%
JLBC
3093
J.L. Bainbridge & Co
Florida
$213K +$345 +2 +0.2%
MAS
3094
Madden Advisory Services
Florida
$213K +$863 +5 +0.4%
FFA
3095
Fairfield Financial Advisors
Massachusetts
$213K +$223K +1,290 New
IFO
3096
Independent Family Office
New York
$212K -$84.9K -492 -27%
S
3097
Sunpointe
Missouri
$212K +$7.59K +44 +4%
SIA
3098
Sage Investment Advisers
New York
$212K +$518 +3 +0.2%
KWM
3099
Keebeck Wealth Management
Illinois
$212K +$1.55K +9 +0.7%
PRWA
3100
Platte River Wealth Advisors
Colorado
$211K – – –
122 123
124
125 126