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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1951
Greenwich Wealth Management
Connecticut
$746K +$308K +1,992 +67%
WIA
1952
Westbourne Investment Advisors
Maryland
$745K – – –
RPG
1953
Resource Planning Group
Georgia
$744K -$68.3K -441 -8%
HCP
1954
Hexagon Capital Partners
Arkansas
$738K +$24.6K +159 +3%
SAM
1955
Silphium Asset Management
United Kingdom
$737K +$759K +4,903 New
ICP
1956
Ironvine Capital Partners
Nebraska
$737K – – –
WA
1957
Waddell & Associates
Tennessee
$737K +$1.08K +7 +0.1%
PP
1958
PDS Planning
Ohio
$736K -$33.6K -217 -4%
MIAS
1959
Mason Investment Advisory Services
Virginia
$736K – – –
CP
1960
Covenant Partners
Tennessee
$733K – – –
GC
1961
Gilbert & Cook
Iowa
$732K -$4.49K -29 -0.6%
WAM
1962
Weatherly Asset Management
California
$732K +$754K +4,868 New
WCM
1963
WealthBridge Capital Management
Ohio
$729K -$41.9K -271 -5%
AIS
1964
American Investment Services
Massachusetts
$729K – – –
SLT
1965
St Louis Trust
Missouri
$729K +$232K +1,500 +45%
DI
1966
DFPG Investments
Utah
$728K +$10.5K +68 +2%
GA
1967
Geller Advisors
New York
$726K +$24.5K +158 +3%
MC
1968
McMorgan & Co
California
$723K +$744K +4,804 New
ERIM
1969
Eagle Ridge Investment Management
Connecticut
$722K -$4.64K -30 -0.6%
CA
1970
Continuum Advisory
Idaho
$722K -$1.39K -9 -0.2%
PCP
1971
Proficio Capital Partners
Massachusetts
$720K +$12.1K +78 +2%
EF
1972
Empowered Funds
Pennsylvania
$718K +$313K +2,021 +73%
SWMP
1973
Signature Wealth Management Partners
New Jersey
$717K +$7.74K +50 +1%
MFG
1974
Menard Financial Group
Texas
$716K +$464 +3 +0.1%
WAS
1975
Wealth Advisory Solutions
Indiana
$716K +$191K +1,235 +35%
77 78
79
80 81