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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2101
Waterfront Wealth
Kansas
$509K -$1.78K -13 -0.4%
CWM
2102
Cabot Wealth Management
Massachusetts
$508K +$217K +1,580 +78%
BP
2103
Broadleaf Partners
Ohio
$506K – – –
HWMG
2104
Hurlow Wealth Management Group
Indiana
$506K – – –
OFS
2105
Oldfather Financial Services
Nebraska
$506K +$1.51K +11 +0.3%
HSWM
2106
Hubbell Strickland Wealth Management
Louisiana
$504K -$18.1K -132 -4%
CAM
2107
Cubic Asset Management
Massachusetts
$504K – – –
PA
2108
Probity Advisors
Texas
$504K +$488K +3,560 New
SPP
2109
Single Point Partners
Massachusetts
$502K +$172K +1,251 +54%
AIFAIM
2110
American Institute for Advanced Investment Management
Arizona
$501K -$21.3K -155 -4%
UFA
2111
US Financial Advisors
Massachusetts
$501K – – –
MAG
2112
MRA Advisory Group
New Jersey
$499K +$75.1K +547 +18%
BA
2113
Ballew Advisors
Mississippi
$498K +$243K +1,774 +101%
CIP
2114
Convergence Investment Partners
Florida
$496K -$6.45K -47 -1%
AWP
2115
Abacus Wealth Partners
California
$494K +$16.7K +122 +4%
MCA
2116
Morris Capital Advisors
Pennsylvania
$493K -$42.9K -313 -8%
CFA
2117
Capstone Financial Advisors
Illinois
$492K +$16.7K +122 +4%
RP
2118
Rice Partnership
Hawaii
$491K -$80.4K -586 -14%
ZAM
2119
Zevin Asset Management
Massachusetts
$491K – – –
TC
2120
Tacita Capital
Ontario, Canada
$490K +$137K +1,000 +41%
SC
2121
Scholtz & Company
Connecticut
$489K -$162K -1,180 -25%
TCOK
2122
Trust Company of Kansas
Kansas
$489K – – –
PCS
2123
Personal CFO Solutions
New Jersey
$489K +$65.7K +479 +16%
RIM
2124
Rockbridge Investment Management
New York
$487K -$149K -1,086 -24%
AA
2125
Apriem Advisors
California
$487K +$10K +73 +2%
83 84
85
86 87