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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2101
Laraway Financial Advisors
Minnesota
$725K – – –
WP
2102
Waycross Partners
Kentucky
$724K – – –
GLA
2103
Good Life Advisors
Pennsylvania
$721K +$1.21K +7 +0.2%
PFGIA
2104
Patriot Financial Group Insurance Agency
Massachusetts
$721K +$47.7K +277 +7%
TCM
2105
TD Capital Management
Tennessee
$720K +$2.93K +17 +0.4%
D
2106
Diversified
Delaware
$719K +$232K +1,344 +44%
FAT
2107
First American Trust
California
$718K -$176K -1,020 -19%
RTC
2108
Riverview Trust Company
Washington
$718K -$8.44K -49 -1%
TIA
2109
Traphagen Investment Advisors
New Jersey
$716K +$1.55K +9 +0.2%
CFG
2110
Cooper Financial Group
California
$715K +$54.5K +316 +8%
CP
2111
CenterBook Partners
Connecticut
$715K +$755K +4,379 New
WW
2112
Waterfront Wealth
Kansas
$714K +$45.3K +263 +7%
SIS
2113
Sound Income Strategies
Florida
$714K +$58.6K +340 +8%
BAAM
2114
Baker Avenue Asset Management
California
$714K +$186K +1,077 +33%
CFO
2115
Colony Family Offices
North Carolina
$710K – – –
FCT
2116
First Community Trust
Iowa
$710K – – –
ERIM
2117
Eagle Ridge Investment Management
Connecticut
$710K +$25.9K +150 +4%
SC
2118
Solstein Capital
California
$700K – – –
FIM
2119
Freedom Investment Management
Connecticut
$698K -$37.7K -219 -5%
RPWA
2120
Regent Peak Wealth Advisors
Georgia
$698K +$6.89K +40 +0.9%
MKA
2121
M. Kulyk & Associates
Georgia
$695K -$59.1K -343 -7%
BRG
2122
Bay Rivers Group
Virginia
$694K -$21.2K -123 -3%
AIS
2123
American Investment Services
Massachusetts
$692K – – –
RCM
2124
Raleigh Capital Management
North Carolina
$690K +$47K +273 +7%
WA
2125
Wealth Architects
California
$688K +$1.21K +7 +0.2%
83 84
85
86 87