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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3226
PrairieView Partners
Minnesota
$85K – – –
AP
3227
Aspect Partners
Virginia
$84.7K +$172 +1 +0.2%
GJWM
3228
Gilliland Jeter Wealth Management
Arkansas
$84.3K – – –
TCM
3229
Tributary Capital Management
Nebraska
$84.2K -$2.58K -15 -3%
CPA
3230
Capital Performance Advisors
California
$83.3K +$84.2K +490 New
TLCM
3231
Twin Lakes Capital Management
California
$83.2K – – –
KFP
3232
Keener Financial Planning
Texas
$83K – – –
OAJ
3233
Ogorek Anthony Joseph
New York
$81K +$687 +4 +0.8%
C
3234
Covestor
United Kingdom
$80K -$687 -4 -0.8%
SHIM
3235
Stone House Investment Management
Pennsylvania
$79.3K +$344 +2 +0.4%
MFT
3236
Moisand Fitzgerald Tamayo
Florida
$77.3K – – –
BFS
3237
Burkett Financial Services
South Carolina
$73.4K -$16K -93 -18%
MCA
3238
Maryland Capital Advisors
Maryland
$73.1K +$56.7K +330 +330%
UIA
3239
Ulland Investment Advisors
Minnesota
$73K – – –
CIAS
3240
CBIZ Investment Advisory Services
Ohio
$69.9K – – –
GIM
3241
Gold Investment Management
Alberta, Canada
$69K +$344 +2 +0.5%
HC
3242
Hara Capital
Washington
$68.4K +$69.1K +402 New
BAM
3243
Byrne Asset Management
New Jersey
$66.8K -$3.09K -18 -4%
BIA
3244
Bell Investment Advisors
California
$62.9K +$6.18K +36 +11%
PCWA
3245
Pacific Capital Wealth Advisors
California
$62.2K +$21K +122 +50%
BGA
3246
Battery Global Advisors
Massachusetts
$61.7K +$62.4K +363 New
RWM
3247
Raffa Wealth Management
District of Columbia
$60.9K +$11.2K +65 +22%
BCM
3248
Basso Capital Management
Connecticut
$59.9K -$55.3K -322 -48%
AAG
3249
Accordant Advisory Group
Maryland
$59K – – –
CSC
3250
Cove Street Capital
California
$57.8K +$58.4K +340 New
128 129
130
131 132