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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
2101
Broadleaf Partners
Ohio
$531K +$21.3K +150 +4%
SSCA
2102
South Shore Capital Advisors
Massachusetts
$531K +$509K +3,582 New
HWMG
2103
Hurlow Wealth Management Group
Indiana
$530K -$3.55K -25 -0.7%
CAM
2104
Cubic Asset Management
Massachusetts
$528K – – –
UCI
2105
Uncommon Cents Investing
Wisconsin
$528K +$228K +1,605 +82%
SIA
2106
SkyView Investment Advisors
New Jersey
$528K +$506K +3,558 New
CIP
2107
Convergence Investment Partners
Florida
$527K +$9.1K +64 +2%
UFA
2108
US Financial Advisors
Massachusetts
$525K +$503K +3,542 New
STA
2109
Summit Trail Advisors
New York
$523K +$497K +3,500 New
SFG
2110
Sovereign Financial Group
Connecticut
$522K +$501K +3,523 New
SM
2111
Southport Management
Wyoming
$519K +$497K +3,500 New
IFWM
2112
Institute for Wealth Management
Colorado
$517K -$32.7K -230 -6%
CHA
2113
Cooper/Haims Advisors
New York
$517K – – –
SFG
2114
StrategIQ Financial Group
Indiana
$516K -$1.28K -9 -0.3%
BWM
2115
Buckley Wealth Management
Nevada
$516K +$8.67K +61 +2%
TCWA
2116
Ten Capital Wealth Advisors
Washington
$515K -$42.6K -300 -8%
ZAM
2117
Zevin Asset Management
Massachusetts
$514K -$14.2K -100 -3%
MG
2118
Mather Group
Illinois
$514K +$995 +7 +0.2%
SMH
2119
Sanders Morris Harris
Texas
$514K +$14.2K +100 +3%
TCOK
2120
Trust Company of Kansas
Kansas
$512K -$6.11K -43 -1%
CBT
2121
Central Bank & Trust
Kentucky
$511K – – –
LB
2122
Leo Brokerage
Texas
$510K +$15.5K +109 +3%
UBG
2123
United Bank (Georgia)
Georgia
$509K -$9.95K -70 -2%
FWP
2124
FAS Wealth Partners
Kansas
$509K +$569 +4 +0.1%
GFP
2125
Gryphon Financial Partners
Ohio
$508K -$6.4K -45 -1%
83 84
85
86 87