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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1201
Abbot Financial Management
Massachusetts
$2.9M +$23.1K +168 +0.8%
GWM
1202
Graybill Wealth Management
Illinois
$2.89M +$2.8M +20,425 New
IA
1203
IFP Advisors
Florida
$2.88M +$273K +1,986 +11%
BWP
1204
BSW Wealth Partners
Colorado
$2.87M +$250K +1,819 +10%
HIM
1205
Hotaling Investment Management
Pennsylvania
$2.86M +$46.9K +342 +2%
TA
1206
Tiedemann Advisors
New York
$2.84M +$174K +1,271 +7%
OAM
1207
Oak Asset Management
California
$2.83M +$784K +5,715 +40%
CIP
1208
Capital Insight Partners
Arizona
$2.8M +$123K +898 +5%
AL
1209
Aspiriant LLC
California
$2.79M +$18.5K +135 +0.7%
MCP
1210
Martin Capital Partners
Oregon
$2.78M +$183K +1,330 +7%
ACM
1211
Alpha Capital Management
Texas
$2.78M +$3.98K +29 +0.1%
MFG
1212
Merit Financial Group
Georgia
$2.78M -$208K -1,515 -7%
PA
1213
Parallel Advisors
California
$2.78M -$45.3K -330 -2%
SFA
1214
Souders Financial Advisors
Ohio
$2.76M -$98.7K -719 -4%
CSA
1215
Cottage Street Advisors
Massachusetts
$2.76M -$7.96K -58 -0.3%
PG
1216
Patten Group
Tennessee
$2.75M -$137 -1 -0%
AC
1217
Asio Capital
Kentucky
$2.73M +$372K +2,714 +16%
CA
1218
Cullinan Associates
Kentucky
$2.73M +$533K +3,886 +25%
LCM
1219
Liberty Capital Management
Michigan
$2.72M +$316K +2,300 +14%
PGAM
1220
Princeton Global Asset Management
New Jersey
$2.72M -$110K -800 -4%
IWC
1221
Integrated Wealth Concepts
Massachusetts
$2.72M -$264K -1,921 -9%
VAS
1222
Vestmark Advisory Solutions
Massachusetts
$2.71M +$221K +1,612 +9%
AAM
1223
Autus Asset Management
Arizona
$2.71M +$49.1K +358 +2%
BS
1224
Bessemer Securities
New York
$2.71M +$760K +5,535 +41%
PWPS
1225
Pinnacle Wealth Planning Services
Ohio
$2.71M -$39.1K -285 -1%
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