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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1901
SimplyRich
California
$763K – – –
BFG
1902
Berger Financial Group
Minnesota
$763K +$44.9K +327 +6%
DE
1903
Day & Ennis
Georgia
$762K +$549 +4 +0.1%
TLFA
1904
True Link Financial Advisors
California
$761K – – –
4WM
1905
44 Wealth Management
Oregon
$761K +$51.5K +375 +7%
PBO
1906
Peoples Bank (Ohio)
Ohio
$756K -$37.3K -272 -5%
SLA
1907
Silver Lake Advisory
Utah
$754K -$45.4K -331 -6%
LFF
1908
Level Four Financial
Texas
$753K +$5.9K +43 +0.8%
CPSC
1909
Carl P. Sherr & Co
Massachusetts
$752K +$61.1K +445 +9%
CCA
1910
Childress Capital Advisors
Texas
$752K +$162K +1,178 +28%
HBWM
1911
Hollow Brook Wealth Management
New York
$751K -$18.9K -138 -3%
TP
1912
Tranquility Partners
Tennessee
$751K -$9.06K -66 -1%
MA
1913
MBA Advisors
Pennsylvania
$750K +$728K +5,304 New
JGIA
1914
Jackson Grant Investment Advisers
Connecticut
$746K +$7K +51 +1%
F
1915
F3Logic
Minnesota
$744K -$1.4M -10,207 -66%
IIC
1916
Integrated Investment Consultants
Michigan
$744K -$137 -1 -0%
JWM
1917
Jeppson Wealth Management
California
$742K +$26.1K +190 +4%
WCMN
1918
Westchester Capital Management (Nebraska)
Nebraska
$742K +$720K +5,246 New
FFG
1919
Frisch Financial Group
New York
$741K +$61.9K +451 +9%
CA
1920
CGN Advisors
Kansas
$740K +$25.5K +186 +4%
AWA
1921
AmeriServ Wealth Advisors
Pennsylvania
$735K -$10K -73 -1%
WI
1922
Wedgewood Investors
Pennsylvania
$734K – – –
TSS
1923
Two Sigma Securities
New York
$734K +$284K +2,068 +66%
SSWG
1924
Seven Springs Wealth Group
Tennessee
$727K – – –
LSPW
1925
Lake Street Private Wealth
Illinois
$726K -$52.1K -380 -7%
75 76
77
78 79