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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2101
Cypress Wealth Services
California
$510K -$21.8K -159 -4%
WW
2102
Waterfront Wealth
Kansas
$509K -$1.78K -13 -0.4%
CWM
2103
Cabot Wealth Management
Massachusetts
$508K +$217K +1,580 +78%
BP
2104
Broadleaf Partners
Ohio
$506K – – –
HWMG
2105
Hurlow Wealth Management Group
Indiana
$506K – – –
OFS
2106
Oldfather Financial Services
Nebraska
$506K +$1.51K +11 +0.3%
HSWM
2107
Hubbell Strickland Wealth Management
Louisiana
$504K -$18.1K -132 -4%
CAM
2108
Cubic Asset Management
Massachusetts
$504K – – –
PA
2109
Probity Advisors
Texas
$504K +$488K +3,560 New
SPP
2110
Single Point Partners
Massachusetts
$502K +$172K +1,251 +54%
AIFAIM
2111
American Institute for Advanced Investment Management
Arizona
$501K -$21.3K -155 -4%
UFA
2112
US Financial Advisors
Massachusetts
$501K – – –
MAG
2113
MRA Advisory Group
New Jersey
$499K +$75.1K +547 +18%
BA
2114
Ballew Advisors
Mississippi
$498K +$243K +1,774 +101%
CIP
2115
Convergence Investment Partners
Florida
$496K -$6.45K -47 -1%
AWP
2116
Abacus Wealth Partners
California
$494K +$16.7K +122 +4%
MCA
2117
Morris Capital Advisors
Pennsylvania
$493K -$42.9K -313 -8%
CFA
2118
Capstone Financial Advisors
Illinois
$492K +$16.7K +122 +4%
RP
2119
Rice Partnership
Hawaii
$491K -$80.4K -586 -14%
ZAM
2120
Zevin Asset Management
Massachusetts
$491K – – –
TC
2121
Tacita Capital
Ontario, Canada
$490K +$137K +1,000 +41%
SC
2122
Scholtz & Company
Connecticut
$489K -$162K -1,180 -25%
TCOK
2123
Trust Company of Kansas
Kansas
$489K – – –
PCS
2124
Personal CFO Solutions
New Jersey
$489K +$65.7K +479 +16%
RIM
2125
Rockbridge Investment Management
New York
$487K -$149K -1,086 -24%
83 84
85
86 87