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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
1826
Baker Boyer National Bank
Washington
$393K +$15.4K +135 +4%
MWM
1827
Mascoma Wealth Management
New Hampshire
$388K +$138K +1,207 +59%
BFG
1828
Barber Financial Group
Kansas
$384K +$131K +1,145 +56%
CHP
1829
Cable Hill Partners
Oregon
$383K -$32.4K -284 -8%
CAG
1830
Csenge Advisory Group
Florida
$382K +$81.2K +711 +29%
SBA
1831
Secrest Blakey & Associates
North Carolina
$382K +$361K +3,164 New
SSP
1832
Sapphire Star Partners
Washington
$381K +$57.1K +500 +19%
MAA
1833
Mraz Amerine & Associates
California
$380K -$2.4K -21 -0.7%
AA
1834
Alesco Advisors
New York
$380K – – –
CSM
1835
CAMG Solamere Management
North Carolina
$379K – – –
PA
1836
Perennial Advisors
New York
$379K – – –
SRCM
1837
Swift Run Capital Management
Virginia
$378K – – –
HA
1838
Hays Advisory
Tennessee
$378K +$69.4K +608 +24%
AEPG
1839
American Economic Planning Group
New Jersey
$377K +$26.7K +234 +8%
SLF
1840
Sun Life Financial
Ontario, Canada
$373K -$846K -7,405 -70%
HS
1841
Huntington Steele
Pennsylvania
$371K – – –
BFM
1842
Boothbay Fund Management
New York
$368K -$199K -1,739 -36%
LC
1843
Landaas & Company
Wisconsin
$368K -$49.6K -434 -12%
CWM
1844
Cranbrook Wealth Management
Michigan
$368K – – –
SCG
1845
Sonata Capital Group
Washington
$367K -$28.5K -250 -8%
ACM
1846
AUA Capital Management
Pennsylvania
$367K – – –
WIM
1847
Westside Investment Management
California
$366K – – –
AR
1848
Advisory Research
Illinois
$362K -$1.26K -11 -0.4%
PP
1849
Pegasus Partners
Wisconsin
$362K – – –
AAP
1850
Arax Advisory Partners
Colorado
$361K -$7.65K -67 -2%
72 73
74
75 76