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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
1951
Good Life Advisors
Pennsylvania
$376K -$68.4K -600 -16%
CF
1952
Centaurus Financial
California
$374K +$5.81K +51 +2%
PA
1953
Perennial Advisors
New York
$372K – – –
CBFP
1954
Cedar Brook Financial Partners
Ohio
$370K -$16.4K -144 -5%
HI
1955
Human Investing
Oregon
$369K -$116K -1,014 -25%
ACM
1956
Alethea Capital Management
Washington
$368K -$513K -4,498 -60%
TF
1957
TimeScale Financial
Massachusetts
$368K -$35.2K -309 -9%
PPP
1958
Private Portfolio Partners
New Jersey
$368K +$4.22K +37 +1%
KLI
1959
Kelman-Lazarov Inc
Tennessee
$367K +$31.6K +277 +10%
LIA
1960
LBMC Investment Advisors
Tennessee
$367K +$34.3K +301 +11%
GP
1961
Geneva Partners
Wisconsin
$366K +$56K +491 +20%
SSI
1962
Scott & Selber Inc
Texas
$365K – – –
ACP
1963
Aveo Capital Partners
Colorado
$365K +$5.93K +52 +2%
AW
1964
Alpha Windward
Massachusetts
$363K +$684 +6 +0.2%
LK
1965
Lumbard & Kellner
New Hampshire
$362K – – –
WA
1966
Wealth Architects
California
$361K -$56.8K -498 -14%
SG
1967
StoneX Group
New York
$360K +$78.4K +688 +31%
ACM
1968
AUA Capital Management
Pennsylvania
$355K – – –
CIA
1969
Cascade Investment Advisors
Oregon
$354K – – –
PWP
1970
Principle Wealth Partners
Connecticut
$354K -$82.2K -721 -20%
LC
1971
Landaas & Company
Wisconsin
$354K +$13.4K +118 +4%
MAA
1972
Mraz Amerine & Associates
California
$353K -$33.4K -293 -9%
JPMIA
1973
J.P. Marvel Investment Advisors
Massachusetts
$352K -$11.4K -100 -3%
BCA
1974
Berman Capital Advisors
Georgia
$352K +$47.4K +416 +17%
BFG
1975
Barber Financial Group
Kansas
$350K +$456 +4 +0.1%
77 78
79
80 81