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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
2076
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$562K +$553K +3,794 New
CCM
2077
Compass Capital Management
Minnesota
$561K – – –
KS
2078
Karpas Strategies
Connecticut
$561K – – –
SP
2079
Successful Portfolios
Florida
$559K +$1.46K +10 +0.3%
PWM
2080
PBMares Wealth Management
Virginia
$557K – – –
LSC
2081
Lesa Sroufe & Co
Washington
$552K – – –
OL
2082
Optas LLC
Texas
$549K +$8.74K +60 +2%
FNBOH
2083
First National Bank of Hutchinson
Kansas
$548K -$39.9K -274 -7%
SFG
2084
SNS Financial Group
Minnesota
$547K +$8.01K +55 +2%
KFA
2085
Krane Funds Advisors
New York
$547K +$105K +719 +24%
SIC
2086
Sigma Investment Counselors
Michigan
$546K -$6.26K -43 -1%
CHA
2087
Cooper/Haims Advisors
New York
$546K +$82.5K +566 +18%
SFG
2088
Sovereign Financial Group
Connecticut
$544K – – –
CWAG
2089
Compton Wealth Advisory Group
Virginia
$544K +$4.95K +34 +0.9%
NQWM
2090
Northwest Quadrant Wealth Management
Oregon
$543K – – –
EFG
2091
Everhart Financial Group
Ohio
$542K +$235K +1,615 +79%
SFWA
2092
Summit Financial Wealth Advisors
Louisiana
$541K -$21.3K -146 -4%
WW
2093
Waterfront Wealth
Kansas
$540K +$5.54K +38 +1%
PIMG
2094
Patriot Investment Management Group
Tennessee
$539K -$437 -3 -0.1%
GFP
2095
Gryphon Financial Partners
Ohio
$539K +$47.5K +326 +10%
TSS
2096
Two Sigma Securities
New York
$538K -$227K -1,559 -30%
PCS
2097
Personal CFO Solutions
New Jersey
$535K +$22.9K +157 +5%
ISWM
2098
Independent Solutions Wealth Management
New York
$534K +$289K +1,983 +122%
CWM
2099
Cabot Wealth Management
Massachusetts
$533K – – –
BP
2100
Broadleaf Partners
Ohio
$531K +$874 +6 +0.2%
82 83
84
85 86