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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2076
Legacy Bridge
Iowa
$426K +$7.38K +56 +2%
FPCP
2077
Fort Point Capital Partners
California
$422K -$9.36K -71 -2%
BA
2078
Ballast Advisors
Minnesota
$422K +$1.05K +8 +0.3%
ME
2079
McIlrath & Eck
Washington
$422K +$18.7K +142 +5%
RPWA
2080
Regent Peak Wealth Advisors
Georgia
$421K -$68.2K -517 -14%
AWA
2081
Alaska Wealth Advisors
Alaska
$420K -$3.56K -27 -0.8%
DA
2082
Doliver Advisors
Texas
$419K -$52.3K -397 -11%
CWM
2083
Connecticut Wealth Management
Connecticut
$416K -$32.2K -244 -7%
AA
2084
Alesco Advisors
New York
$415K -$24.1K -183 -6%
FWP
2085
FAS Wealth Partners
Kansas
$415K +$20.3K +154 +5%
FMP
2086
Financial Management Professionals
Texas
$414K +$133K +1,008 +48%
CBFP
2087
Cedar Brook Financial Partners
Ohio
$413K -$14.1K -107 -3%
MIM
2088
Marco Investment Management
Georgia
$413K -$13.2K -100 -3%
EMB
2089
Elefante Mark B
$413K – – –
WA
2090
Winfield Associates
Ohio
$413K – – –
SHGA
2091
Sand Hill Global Advisors
California
$410K +$20.7K +157 +5%
CF
2092
Centaurus Financial
California
$409K -$79.4K -602 -16%
IP
2093
Intellectus Partners
California
$409K -$13.2K -100 -3%
CAL
2094
Capital Advisors Ltd
Ohio
$409K +$132 +1 +0%
QPWM
2095
Quadrant Private Wealth Management
Pennsylvania
$407K +$73.3K +556 +22%
SAM
2096
Security Asset Management
New York
$406K -$1.32K -10 -0.3%
PCM
2097
Pointe Capital Management
Michigan
$404K – – –
RTC
2098
Riverview Trust Company
Washington
$404K – – –
AA
2099
AlphaMark Advisors
Kentucky
$402K -$23.6K -179 -6%
PWM
2100
PBMares Wealth Management
Virginia
$402K – – –
82 83
84
85 86