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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
2076
Congress Park Capital
New York
$875K -$23.6K -130 -2%
WI
2077
WrapManager Inc
California
$873K +$63.4K +349 +7%
CFO
2078
Callan Family Office
Pennsylvania
$873K – – –
AAG
2079
Armstrong Advisory Group
Massachusetts
$873K +$6.54K +36 +0.7%
SIC
2080
Sigma Investment Counselors
Michigan
$872K -$83.2K -458 -8%
CUAMC
2081
China Universal Asset Management Company
China
$870K +$649K +3,575 +229%
FCA
2082
FLC Capital Advisors
California
$867K – – –
WCA
2083
Waypoint Capital Advisors
Minnesota
$866K -$6.17K -34 -0.7%
FFA
2084
Farther Finance Advisors
California
$865K +$252K +1,390 +37%
WCM
2085
WealthBridge Capital Management
Ohio
$865K +$21.4K +118 +2%
DS
2086
DRW Securities
Illinois
$865K -$190K -1,047 -17%
MFG
2087
Midwest Financial Group
Kansas
$864K +$908 +5 +0.1%
CAM
2088
CPA Asset Management
Florida
$860K – – –
OHWA
2089
Oak Hill Wealth Advisors
Virginia
$860K -$22K -121 -2%
TFO
2090
Tarbox Family Office
California
$859K +$15.1K +83 +2%
RFN
2091
RDA Financial Network
Iowa
$856K +$24.3K +134 +3%
CGFA
2092
Colton Groome Financial Advisors
North Carolina
$853K +$713K +3,925 +353%
MMHP
2093
Murphy Middleton Hinkle & Parker
Georgia
$853K +$2.18K +12 +0.2%
AC
2094
Allstate Corporation
Illinois
$852K – – –
BCP
2095
Berkeley Capital Partners
Georgia
$848K +$9.81K +54 +1%
TIM
2096
Tortoise Investment Management
New York
$847K -$5.08K -28 -0.6%
CIA
2097
Cladis Investment Advisory
Montana
$847K – – –
PCG
2098
Prosperity Consulting Group
Maryland
$846K +$392K +2,159 +76%
TIA
2099
Traphagen Investment Advisors
New Jersey
$845K -$111K -610 -11%
LPT
2100
Legacy Private Trust
Wisconsin
$844K -$390K -2,146 -30%
82 83
84
85 86