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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
2051
Sanders Morris Harris
Texas
$598K -$32.2K -208 -5%
AA
2052
Apriem Advisors
California
$598K +$14.7K +95 +2%
HCM
2053
Hutchinson Capital Management
California
$597K – – –
HAFS
2054
Hapanowicz & Associates Financial Services
Pennsylvania
$595K – – –
RPWA
2055
Regent Peak Wealth Advisors
Georgia
$595K +$8.05K +52 +1%
SIS
2056
Sound Income Strategies
Florida
$594K +$3.25K +21 +0.5%
CNC
2057
Citizens & Northern Corp
Pennsylvania
$592K -$41.2K -266 -6%
AA
2058
Advisory Alpha
Michigan
$592K +$269K +1,736 +79%
PA
2059
Probity Advisors
Texas
$591K +$68.6K +443 +13%
BCCM
2060
Bridge Creek Capital Management
Massachusetts
$590K -$1.24K -8 -0.1%
VIA
2061
Vickerman Investment Advisors
Washington
$585K +$602K +3,890 New
WA
2062
Wealth Architects
California
$584K +$46.9K +303 +8%
CT
2063
Clearstead Trust
Maine
$583K +$11K +71 +2%
PA
2064
Perennial Advisors
New York
$580K – – –
AIP
2065
Almanack Investment Partners
Pennsylvania
$580K +$107K +690 +22%
SF
2066
Summit Financial
New Jersey
$578K +$290K +1,871 +95%
SFA
2067
Souders Financial Advisors
Ohio
$578K -$24.1K -156 -4%
RP
2068
Rice Partnership
Hawaii
$578K +$52.6K +340 +10%
ALAM
2069
Asahi Life Asset Management
Japan
$570K -$31K -200 -5%
CCM
2070
Compass Capital Management
Minnesota
$570K – – –
TCM
2071
Tanaka Capital Management
New York
$568K -$3.1K -20 -0.5%
CFA
2072
Capstone Financial Advisors
Illinois
$567K -$24.3K -157 -4%
PWM
2073
PBMares Wealth Management
Virginia
$567K +$1.55K +10 +0.3%
QPWM
2074
Quadrant Private Wealth Management
Pennsylvania
$562K -$26.3K -170 -4%
WW
2075
Waterfront Wealth
Kansas
$562K +$14.4K +93 +3%
81 82
83
84 85