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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2051
Montis Financial
Massachusetts
$933K – – –
VF
2052
Virtu Financial
New York
$933K +$921K +5,165 New
GWANC
2053
Guardian Wealth Advisors (North Carolina)
North Carolina
$930K +$66K +370 +8%
SSWG
2054
Seven Springs Wealth Group
Tennessee
$929K -$36.2K -203 -4%
PBO
2055
Peoples Bank (Ohio)
Ohio
$927K -$35.3K -198 -4%
AA
2056
Advisory Alpha
Michigan
$927K -$20.9K -117 -2%
LPT
2057
Legacy Private Trust
Wisconsin
$926K +$16.1K +90 +2%
PIMG
2058
Patriot Investment Management Group
Tennessee
$925K +$6.78K +38 +0.7%
WP
2059
Westmount Partners
California
$923K +$911K +5,107 New
IF
2060
Intrua Financial
Texas
$922K +$243K +1,360 +33%
9WM
2061
9258 Wealth Management
Ohio
$922K +$47.1K +264 +5%
SIS
2062
Sound Income Strategies
Florida
$919K +$127K +710 +16%
LIM
2063
Longfellow Investment Management
Massachusetts
$918K -$126K -706 -12%
VIM
2064
VELA Investment Management
Ohio
$918K – – –
WCMN
2065
Westchester Capital Management (Nebraska)
Nebraska
$917K – – –
CAM
2066
CPA Asset Management
Florida
$917K +$905K +5,074 New
MMHP
2067
Murphy Middleton Hinkle & Parker
Georgia
$907K +$178 +1 +0%
TFF
2068
The Family Firm
Maryland
$907K +$2.85K +16 +0.3%
CTFG
2069
Capstone Triton Financial Group
Oklahoma
$907K +$21.4K +120 +2%
WAM
2070
Weatherly Asset Management
California
$905K – – –
FCA
2071
FinTrust Capital Advisors
South Carolina
$904K -$17.8K -100 -2%
CIA
2072
Cladis Investment Advisory
Montana
$903K – – –
TFO
2073
Tarbox Family Office
California
$901K +$890K +4,988 New
SPW
2074
Sonoma Private Wealth
California
$901K +$889K +4,986 New
AWA
2075
Alta Wealth Advisors
Massachusetts
$901K -$22.8K -128 -3%
81 82
83
84 85