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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
1826
Hurlow Wealth Management Group
Indiana
$495K -$3.19K -28 -0.7%
RPG
1827
Resource Planning Group
Georgia
$495K – – –
HFA
1828
Huber Financial Advisors
Illinois
$493K +$1.94K +17 +0.4%
ACM
1829
AlphaStar Capital Management
North Carolina
$493K +$30.7K +269 +7%
NC
1830
Noked Capital
Israel
$490K -$456K -4,000 -50%
NI
1831
Noked Israel
Israel
$490K -$456K -4,000 -50%
YMRC
1832
Yorktown Management & Research Company
Virginia
$490K – – –
LB
1833
Legacy Bridge
Iowa
$489K – – –
AAM
1834
Aureus Asset Management
Massachusetts
$488K -$7.75K -68 -2%
WTFG
1835
Wells Trecaso Financial Group
Ohio
$485K -$4.9K -43 -1%
AWM
1836
AllSquare Wealth Management
New York
$485K – – –
CIAS
1837
Capital Investment Advisory Services
North Carolina
$485K +$12.6K +111 +3%
HCM
1838
Hutchinson Capital Management
California
$484K -$2.85K -25 -0.6%
WCM
1839
Wisconsin Capital Management
Wisconsin
$480K -$34.2K -300 -7%
WBG
1840
Wharton Business Group
Pennsylvania
$478K – – –
CWM
1841
Confluence Wealth Management
Oregon
$477K +$25.8K +226 +6%
KP
1842
Keel Point
Alabama
$474K -$999K -8,767 -69%
OWA
1843
Outlook Wealth Advisors
Texas
$474K -$213K -1,873 -33%
CAM
1844
Covenant Asset Management
New Jersey
$473K – – –
CAM
1845
Cubic Asset Management
Massachusetts
$472K – – –
EIG
1846
Ellenbecker Investment Group
Wisconsin
$466K +$83.6K +734 +24%
MWP
1847
MYCIO Wealth Partners
Pennsylvania
$465K +$4.67K +41 +1%
CIP
1848
Convergence Investment Partners
Florida
$464K -$802K -7,041 -65%
KS
1849
Karpas Strategies
Connecticut
$464K +$3.76K +33 +0.9%
FHC
1850
First Heartland Consultants
Missouri
$462K +$7.18K +63 +2%
72 73
74
75 76