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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2076
Strategic Wealth Partners
Ohio
$561K +$217K +1,403 +60%
TIAM2
2077
Tru Independence Asset Management 2
Oregon
$560K -$24.1K -156 -4%
RFN
2078
RDA Financial Network
Iowa
$559K +$27.6K +178 +5%
RWP
2079
Ridgecrest Wealth Partners
California
$559K +$104K +675 +22%
FNBOH
2080
First National Bank of Hutchinson
Kansas
$558K +$2.32K +15 +0.4%
ISWM
2081
Independent Solutions Wealth Management
New York
$557K +$15K +97 +3%
PIP
2082
Peachtree Investment Partners
Florida
$557K +$27.2K +176 +5%
BOS
2083
Bank of Stockton
California
$556K -$22.6K -146 -4%
PIMG
2084
Patriot Investment Management Group
Tennessee
$554K +$6.96K +45 +1%
SFG
2085
SNS Financial Group
Minnesota
$552K -$3.25K -21 -0.6%
UCI
2086
Uncommon Cents Investing
Wisconsin
$552K +$54.2K +350 +11%
NQWM
2087
Northwest Quadrant Wealth Management
Oregon
$551K -$12.8K -83 -2%
SIC
2088
Sigma Investment Counselors
Michigan
$551K -$2.94K -19 -0.5%
SFWA
2089
Summit Financial Wealth Advisors
Louisiana
$549K – – –
OFG
2090
Oxford Financial Group
Indiana
$546K -$632K -4,086 -53%
GWM
2091
GSB Wealth Management
Connecticut
$543K -$2.69M -17,363 -83%
PCS
2092
Personal CFO Solutions
New Jersey
$543K -$464 -3 -0.1%
FCIM
2093
Fairview Capital Investment Management
California
$543K +$5.73K +37 +1%
CTFG
2094
Capstone Triton Financial Group
Oklahoma
$542K +$95.5K +617 +22%
CWM
2095
Cabot Wealth Management
Massachusetts
$541K – – –
LPIC
2096
LeJeune Puetz Investment Counsel
Michigan
$540K +$155K +999 +39%
BP
2097
Broadleaf Partners
Ohio
$539K – – –
MAG
2098
MRA Advisory Group
New Jersey
$539K +$44.7K +289 +9%
EFG
2099
Everhart Financial Group
Ohio
$538K -$12.5K -81 -2%
HWMG
2100
Hurlow Wealth Management Group
Indiana
$538K – – –
82 83
84
85 86