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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1876
Kelleher Financial Advisors
New York
$527K – – –
PA
1877
Probity Advisors
Texas
$525K -$37.9K -285 -7%
HSWM
1878
Hubbell Strickland Wealth Management
Louisiana
$520K +$504K +3,792 New
KS
1879
Karpas Strategies
Connecticut
$519K – – –
TIA
1880
Traphagen Investment Advisors
New Jersey
$519K +$7.57K +57 +2%
PIMG
1881
Patriot Investment Management Group
Tennessee
$514K -$37.2K -280 -7%
RWM
1882
Raffa Wealth Management
District of Columbia
$513K +$497K +3,744 New
LSC
1883
Lesa Sroufe & Co
Washington
$511K – – –
KP
1884
Keel Point
Alabama
$510K -$17.1K -129 -3%
HAFS
1885
Hapanowicz & Associates Financial Services
Pennsylvania
$509K – – –
FIM
1886
Freedom Investment Management
Connecticut
$508K +$8.37K +63 +2%
JIP
1887
JBJ Investment Partners
South Carolina
$507K +$77.6K +584 +19%
AFNAS
1888
American Financial Network Advisory Services
California
$504K -$515K -3,875 -51%
SIC
1889
Sigma Investment Counselors
Michigan
$504K +$35.1K +264 +8%
AG
1890
AlphaSimPlex Group
Massachusetts
$503K -$123K -926 -20%
OFG
1891
OmniStar Financial Group
North Carolina
$502K -$77.1K -580 -14%
EIG
1892
Ellenbecker Investment Group
Wisconsin
$500K +$266 +2 +0.1%
OWA
1893
Outlook Wealth Advisors
Texas
$499K -$47.8K -360 -9%
KFA
1894
Kays Financial Advisory
Georgia
$497K +$797 +6 +0.2%
CA
1895
Calton & Associates
Florida
$497K +$8.5K +64 +2%
SIA
1896
Strategic Investment Advisors
Michigan
$496K +$126K +949 +36%
SIM
1897
SSI Investment Management
California
$493K -$399 -3 -0.1%
CF
1898
Centaurus Financial
California
$493K +$51.7K +389 +12%
FNBOSM
1899
First National Bank of South Miami
Florida
$489K – – –
GFP
1900
Gryphon Financial Partners
Ohio
$487K +$55K +414 +13%
74 75
76
77 78