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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WFM
1951
Wolff Financial Management
Michigan
$1M +$941K +5,759 New
CG
1952
Clarus Group
Texas
$989K – – –
EAMA
1953
EFG Asset Management (Americas)
Florida
$986K -$145K -885 -13%
JGIA
1954
Jackson Grant Investment Advisers
Connecticut
$986K -$5.06K -31 -0.5%
EF
1955
Empowered Funds
Pennsylvania
$986K +$147K +903 +19%
LWAM
1956
Legacy Wealth Asset Management
Minnesota
$985K +$58.6K +359 +7%
CCM
1957
Carlson Capital Management
Minnesota
$980K -$9.15K -56 -1%
BLAM
1958
Bourne Lent Asset Management
New York
$977K – – –
COCM
1959
Charter Oak Capital Management
New Hampshire
$976K +$19.4K +119 +2%
WCA
1960
Waypoint Capital Advisors
Minnesota
$974K +$916K +5,609 New
BFG
1961
Barber Financial Group
Kansas
$971K +$10.8K +66 +1%
GHAM
1962
Gilman Hill Asset Management
Connecticut
$968K +$10.3K +63 +1%
SDAM
1963
Shulman DeMeo Asset Management
New York
$968K +$12.4K +76 +1%
REMPR
1964
Roof Eidam Maycock Peralta (REMP)
California
$965K – – –
ECM
1965
Elgethun Capital Management
South Dakota
$965K +$6.37K +39 +0.7%
KC
1966
Kingfisher Capital
North Carolina
$962K +$1.14K +7 +0.1%
AMCA
1967
Arthur M. Cohen & Associates
Illinois
$958K – – –
SLA
1968
Silver Lake Advisory
Utah
$958K +$2.29K +14 +0.3%
BWM
1969
Baystate Wealth Management
Massachusetts
$955K +$18.6K +114 +2%
GC
1970
Gilbert & Cook
Iowa
$953K +$101K +617 +13%
TFA
1971
Teamwork Financial Advisors
Texas
$950K -$35.1K -215 -4%
AA
1972
Advisory Alpha
Michigan
$950K +$251K +1,537 +39%
HA
1973
Herold Advisors
New York
$949K +$80.9K +495 +10%
FC
1974
FORA Capital
Florida
$947K +$890K +5,451 New
PBO
1975
Peoples Bank (Ohio)
Ohio
$946K -$15.2K -93 -2%
77 78
79
80 81