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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
1926
All Terrain Financial Advisors
Minnesota
$275K +$262K +2,295 New
CAL
1927
Capital Advisors Ltd
Ohio
$274K – – –
EWF
1928
Epstein & White Financial
California
$273K +$232K +2,030 New
WIC
1929
Whitegate Investment Counselors
New Hampshire
$271K -$1.6K -14 -0.6%
UF
1930
Univest Financial
Pennsylvania
$271K – – –
GC
1931
Gilbert & Cook
Iowa
$270K -$32.9K -288 -11%
EA
1932
Elm Advisors
California
$270K – – –
GFP
1933
Gryphon Financial Partners
Ohio
$270K +$257K +2,250 New
MWP
1934
Moller Wealth Partners
$268K +$255K +2,233 New
TAM
1935
Trillium Asset Management
Massachusetts
$267K -$84.5K -740 -25%
EBSAM
1936
Eubel Brady & Suttman Asset Management
Ohio
$267K -$45K -394 -15%
PA
1937
Probity Advisors
Texas
$266K -$5.14K -45 -2%
JA
1938
JOYN Advisors
Georgia
$264K +$251K +2,199 New
DC
1939
DeDora Capital
California
$264K +$251K +2,201 New
AAM
1940
Augustine Asset Management
Florida
$263K +$33.7K +295 +16%
AIS
1941
Accurate Investment Solutions
Pennsylvania
$262K -$7.76K -68 -3%
IWA
1942
Inspirion Wealth Advisors
Illinois
$262K – – –
HCM
1943
Hudson Capital Management
New Jersey
$262K +$250K +2,187 New
KF
1944
Krilogy Financial
Missouri
$261K +$27.9K +244 +13%
LIA
1945
LBMC Investment Advisors
Tennessee
$261K +$249K +2,177 New
CG
1946
Cutler Group
California
$260K -$14.8M -129,522 -98%
KFA
1947
Kelleher Financial Advisors
New York
$260K +$248K +2,170 New
WAM
1948
Weatherly Asset Management
California
$259K – – –
TFO
1949
Tarbox Family Office
California
$259K +$41.7K +365 +20%
AF
1950
Affiance Financial
Minnesota
$256K -$17.7K -155 -7%
76 77
78
79 80