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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GPWA
2101
Great Point Wealth Advisors
Massachusetts
$245K – – –
OAM
2102
Occidental Asset Management
California
$245K – – –
TCM
2103
Teza Capital Management
Illinois
$244K +$227K +1,991 New
SAM
2104
Smithbridge Asset Management
Pennsylvania
$244K +$227K +1,995 New
CBB
2105
Citizens Business Bank
California
$243K -$37.4K -328 -14%
PCP
2106
Proficio Capital Partners
Massachusetts
$243K +$59.5K +522 +36%
MM
2107
Meridian Management
Arkansas
$242K +$16.5K +145 +8%
BI
2108
Ballast Inc
Kentucky
$242K +$225K +1,975 New
EAM
2109
Evanson Asset Management
California
$241K -$7.52K -66 -3%
IAS
2110
IMA Advisory Services
Colorado
$238K +$22.8K +200 +11%
AA
2111
Advisory Alpha
Michigan
$238K +$215K +1,887 New
TIA
2112
Tandem Investment Advisors
South Carolina
$237K +$220K +1,930 New
JIP
2113
Jaffetilchin Investment Partners
Florida
$236K -$276K -2,426 -56%
GBBWRPM
2114
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$236K +$219K +1,925 New
CWSR
2115
Chessman Wealth Strategies RIA
Texas
$235K -$5.7K -50 -3%
FMP
2116
Financial Management Professionals
Texas
$235K – – –
PP
2117
PDS Planning
Ohio
$234K -$22.2K -195 -9%
I
2118
INVST
Indiana
$234K -$13.9K -122 -6%
GCM
2119
Gables Capital Management
Florida
$233K +$2.39K +21 +1%
SA
2120
Sunesis Advisors
Kansas
$233K +$217K +1,900 New
LIM
2121
Lathrop Investment Management
Arkansas
$232K -$11.4K -100 -5%
IA
2122
Independence Advisors
Pennsylvania
$231K – – –
PWAG
2123
Polaris Wealth Advisory Group
California
$231K – – –
AIS
2124
Accurate Investment Solutions
Pennsylvania
$231K +$1.37K +12 +0.6%
PD
2125
Planning Directions
Pennsylvania
$231K +$215K +1,887 New
83 84
85
86 87