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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2051
Klingman & Associates
New York
$775K -$28.4K -169 -4%
MIM
2052
Miller Investment Management
Pennsylvania
$775K – – –
PSC
2053
Prentiss Smith & Co
Vermont
$774K – – –
DI
2054
DFPG Investments
Utah
$772K -$5.21K -31 -0.7%
SLWA
2055
San Luis Wealth Advisors
California
$772K +$746K +4,445 New
MCA
2056
MSH Capital Advisors
Arizona
$771K +$53.4K +318 +7%
HCA
2057
Horan Capital Advisors
Ohio
$771K – – –
NCM
2058
NCM Capital Management
New Jersey
$771K +$258K +1,536 +50%
PC
2059
Pecaut & Co
Iowa
$770K – – –
MAWAG
2060
Mid-American Wealth Advisory Group
Missouri
$768K -$61.8K -368 -7%
LFA
2061
Laraway Financial Advisors
Minnesota
$767K – – –
LCM
2062
Landscape Capital Management
New Jersey
$764K -$6.31M -37,610 -89%
FB
2063
First Bancorp
Maine
$763K -$8.39K -50 -1%
WA
2064
WealthTrust Axiom
Pennsylvania
$761K +$168 +1 +0%
CTFG
2065
Capstone Triton Financial Group
Oklahoma
$761K +$83.6K +498 +13%
MIC
2066
Meridian Investment Counsel
California
$760K – – –
TI
2067
Truepoint Inc
Ohio
$759K -$336K -2,000 -31%
BZWA
2068
Blue Zone Wealth Advisors
California
$759K -$18.5K -110 -2%
IAP
2069
Indie Asset Partners
Indiana
$759K -$5.54K -33 -0.7%
BPM
2070
Bowling Portfolio Management
Ohio
$759K +$37.6K +224 +5%
CWAG
2071
Compton Wealth Advisory Group
Virginia
$759K +$109K +651 +17%
IF
2072
IRON Financial
Illinois
$757K +$760K +4,524 New
SW
2073
Solidarity Wealth
Utah
$752K +$730K +4,347 New
AW
2074
ACG Wealth
Georgia
$746K -$252K -1,498 -25%
RFN
2075
RDA Financial Network
Iowa
$745K +$12.8K +76 +2%
81 82
83
84 85