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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1951
Everhart Financial Group
Ohio
$998K -$321K -1,957 -23%
KFA
1952
Kelleher Financial Advisors
New York
$992K -$1.31K -8 -0.1%
BIG
1953
Brooklyn Investment Group
New York
$992K -$122K -742 -10%
LIP
1954
Lighthouse Investment Partners
Florida
$991K +$1.07M +6,514 New
AC
1955
Avestar Capital
New York
$990K -$342K -2,087 -24%
MCM
1956
Marathon Capital Management
Maryland
$988K +$36.9K +225 +4%
SAM
1957
Strategy Asset Managers
California
$987K -$1.15K -7 -0.1%
ATWA
1958
Arbor Trust Wealth Advisors
Michigan
$987K -$30.3K -185 -3%
DAM
1959
Doheny Asset Management
California
$985K – – –
CPIA
1960
Cornell Pochily Investment Advisors
New York
$985K -$18.5K -113 -2%
WG
1961
Watchman Group
Texas
$983K -$2.16M -13,180 -67%
EWA
1962
Etesian Wealth Advisors
Oregon
$982K -$115K -702 -10%
CFO
1963
Custos Family Office
Texas
$977K +$6.55K +40 +0.6%
FAFN
1964
First Affirmative Financial Network
Colorado
$976K +$4.92K +30 +0.5%
CPA
1965
Cardiff Park Advisors
California
$973K -$4.59K -28 -0.4%
WTFG
1966
Wells Trecaso Financial Group
Ohio
$972K – – –
NB
1967
Northwest Bancshares
Pennsylvania
$972K -$155K -949 -13%
PIA
1968
Pinion Investment Advisors
Kansas
$970K -$219K -1,337 -17%
FAIM
1969
Financial Advocates Investment Management
Washington
$968K -$654K -3,989 -39%
IAS
1970
Insigneo Advisory Services
Florida
$968K -$691K -4,220 -40%
NPF
1971
Norris Perne & French
Michigan
$967K +$130K +792 +14%
RFG
1972
RFP Financial Group
Georgia
$963K -$1.05M -6,423 -50%
BTWM
1973
Brass Tax Wealth Management
Ohio
$961K +$23.1K +141 +2%
LIM
1974
Longfellow Investment Management
Massachusetts
$961K -$65.9K -402 -6%
FW
1975
FullCircle Wealth
Texas
$960K -$12.3K -75 -1%
77 78
79
80 81