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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1776
Bernicke Wealth Management
Wisconsin
$820K -$361K -2,740 -31%
RCM
1777
Radnor Capital Management
Pennsylvania
$817K +$22.4K +170 +3%
CHAM
1778
Clear Harbor Asset Management
Connecticut
$812K – – –
GI
1779
Gradient Investments
Minnesota
$806K +$201K +1,525 +33%
MCM
1780
Marathon Capital Management
Maryland
$805K – – –
FCCM
1781
First City Capital Management
Georgia
$805K +$83.6K +634 +12%
SAM
1782
SignalPoint Asset Management
Missouri
$803K +$56K +425 +8%
CFS
1783
CRA Financial Services
New Jersey
$802K -$6.59K -50 -0.8%
ATPW
1784
Ashton Thomas Private Wealth
Arizona
$800K +$138K +1,046 +21%
SLA
1785
Silver Lake Advisory
Utah
$798K +$2.24K +17 +0.3%
RCIM
1786
Red Cedar Investment Management
Michigan
$797K +$794K +6,024 New
OFG
1787
Oxford Financial Group
Indiana
$796K -$34.1K -259 -4%
APG
1788
Abacus Planning Group
South Carolina
$796K – – –
AIM
1789
Allen Investment Management
New York
$796K – – –
PBO
1790
Peoples Bank (Ohio)
Ohio
$793K +$27.2K +206 +4%
GTAM
1791
Global Trust Asset Management
Florida
$791K – – –
TI
1792
Tidal Investments
Wisconsin
$791K +$6.46K +49 +0.8%
GHAM
1793
Gilman Hill Asset Management
Connecticut
$790K -$150K -1,135 -16%
VCM
1794
Vivaldi Capital Management
Illinois
$789K -$23.2K -176 -3%
WAG
1795
Winthrop Advisory Group
Massachusetts
$789K +$395 +3 +0.1%
BCP
1796
Blackhawk Capital Partners
Wisconsin
$788K +$24.3K +184 +3%
UF
1797
Univest Financial
Pennsylvania
$787K -$7.91K -60 -1%
WIA
1798
Westbourne Investment Advisors
Maryland
$787K – – –
NFG
1799
Nadler Financial Group
Illinois
$787K +$216K +1,635 +38%
EWM
1800
Edge Wealth Management
New York
$787K +$323K +2,450 +70%
70 71
72
73 74