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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1851
Summit Financial Strategies
Ohio
$239K -$174K -1,507 -41%
BWA
1852
Burt Wealth Advisors
Maryland
$239K +$51.9K +449 +27%
TCB
1853
Texas Capital Bancshares
Texas
$234K -$138K -1,197 -36%
EMB
1854
Elefante Mark B
$232K – – –
SIAS
1855
Shine Investment Advisory Services
Colorado
$231K -$20.3K -176 -8%
MWM
1856
Mascoma Wealth Management
New Hampshire
$230K -$17.1K -148 -7%
BFG
1857
Barber Financial Group
Kansas
$229K – – –
MCM
1858
MV Capital Management
Maryland
$229K – – –
CCM
1859
Condor Capital Management
New Jersey
$226K +$20.9K +181 +10%
PWAG
1860
Polaris Wealth Advisory Group
California
$226K +$234K +2,025 New
MLFP
1861
MPS Loria Financial Planners
Illinois
$225K – – –
GWM
1862
Greenwich Wealth Management
Connecticut
$225K +$234K +2,022 New
GCM
1863
Grisanti Capital Management
New York
$223K – – –
RMSCM
1864
R.M. Sincerbeaux Capital Management
New York
$223K – – –
SRC
1865
Stone Run Capital
New York
$223K – – –
PPCM
1866
Pillar Pacific Capital Management
California
$222K -$8.89K -77 -4%
GRP
1867
Global Retirement Partners
California
$221K +$2.77K +24 +1%
JFA
1868
Johanson Financial Advisors
California
$221K +$14.1K +122 +7%
MM
1869
Meridian Management
Arkansas
$220K +$15.9K +138 +8%
CM
1870
Capital Management
Virginia
$219K – – –
WCA
1871
Westover Capital Advisors
Delaware
$218K -$448K -3,881 -66%
CWM
1872
CMH Wealth Management
New Hampshire
$218K – – –
DCM
1873
Dimension Capital Management
Florida
$218K +$578 +5 +0.3%
IA
1874
Independence Advisors
Pennsylvania
$218K +$226K +1,959 New
KF
1875
Krilogy Financial
Missouri
$216K -$55.5K -480 -20%
73 74
75
76 77