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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3076
Phillips Financial Management
Indiana
$230K -$16.5K -96 -7%
SLWA
3077
San Luis Wealth Advisors
California
$228K +$687 +4 +0.3%
FA
3078
FDx Advisors
Illinois
$228K +$231K +1,343 New
CWA
3079
CJM Wealth Advisers
Virginia
$227K +$2.58K +15 +1%
DIP
3080
Davis Investment Partners
North Carolina
$227K – – –
HFF
3081
Halter Ferguson Financial
Indiana
$227K +$4.29K +25 +2%
SFS
3082
Summit Financial Strategies
Ohio
$226K -$29.9K -174 -12%
CS
3083
Capital Square
Tennessee
$226K -$11.3K -66 -5%
MWM
3084
MGB Wealth Management
Texas
$226K -$65.3K -380 -22%
LFA
3085
Legend Financial Advisors
Pennsylvania
$226K -$12.7K -74 -5%
KHC
3086
Koesten Hirschmann & Crabtree
Kansas
$226K +$16.7K +97 +8%
NFA
3087
Northwest Financial Advisors
Virginia
$224K +$1.2K +7 +0.5%
RAM
3088
Riggs Asset Management
Pennsylvania
$223K -$3.78K -22 -2%
SA
3089
Stewardship Advisors
Pennsylvania
$223K +$226K +1,314 New
WJA
3090
Willis Johnson & Associates
Texas
$223K +$15.3K +89 +7%
BHA
3091
Beech Hill Advisors
New York
$223K -$8.59K -50 -4%
SIA
3092
Sage Investment Advisers
New York
$222K +$3.78K +22 +2%
AMG
3093
Advisors Management Group
Wisconsin
$222K +$225K +1,308 New
HGA
3094
Hobbs Group Advisors
South Carolina
$221K +$5.15K +30 +2%
SFWC
3095
Strategic Family Wealth Counselors
New Jersey
$221K +$6.53K +38 +3%
WIM
3096
Warwick Investment Management
Texas
$221K -$215K -1,253 -49%
FFA
3097
Fairfield Financial Advisors
Massachusetts
$221K +$1.37K +8 +0.6%
FP
3098
Financial Perspectives
Minnesota
$221K – – –
BAM
3099
BOS Asset Management
Illinois
$220K -$6.87K -40 -3%
MAS
3100
Madden Advisory Services
Florida
$220K +$344 +2 +0.2%
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