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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1951
Westbourne Investment Advisors
Maryland
$745K – – –
RPG
1952
Resource Planning Group
Georgia
$744K -$68.3K -441 -8%
HCP
1953
Hexagon Capital Partners
Arkansas
$738K +$24.6K +159 +3%
SAM
1954
Silphium Asset Management
United Kingdom
$737K +$759K +4,903 New
ICP
1955
Ironvine Capital Partners
Nebraska
$737K – – –
WA
1956
Waddell & Associates
Tennessee
$737K +$1.08K +7 +0.1%
PP
1957
PDS Planning
Ohio
$736K -$33.6K -217 -4%
MIAS
1958
Mason Investment Advisory Services
Virginia
$736K – – –
CP
1959
Covenant Partners
Tennessee
$733K – – –
GC
1960
Gilbert & Cook
Iowa
$732K -$4.49K -29 -0.6%
WAM
1961
Weatherly Asset Management
California
$732K +$754K +4,868 New
WCM
1962
WealthBridge Capital Management
Ohio
$729K -$41.9K -271 -5%
AIS
1963
American Investment Services
Massachusetts
$729K – – –
SLT
1964
St Louis Trust
Missouri
$729K +$232K +1,500 +45%
DI
1965
DFPG Investments
Utah
$728K +$10.5K +68 +2%
GA
1966
Geller Advisors
New York
$726K +$24.5K +158 +3%
MC
1967
McMorgan & Co
California
$723K +$744K +4,804 New
ERIM
1968
Eagle Ridge Investment Management
Connecticut
$722K -$4.64K -30 -0.6%
CA
1969
Continuum Advisory
Idaho
$722K -$1.39K -9 -0.2%
PCP
1970
Proficio Capital Partners
Massachusetts
$720K +$12.1K +78 +2%
EF
1971
Empowered Funds
Pennsylvania
$718K +$313K +2,021 +73%
SWMP
1972
Signature Wealth Management Partners
New Jersey
$717K +$7.74K +50 +1%
MFG
1973
Menard Financial Group
Texas
$716K +$464 +3 +0.1%
WAS
1974
Wealth Advisory Solutions
Indiana
$716K +$191K +1,235 +35%
MS
1975
Maven Securities
Jersey
$714K +$735K +4,747 New
77 78
79
80 81