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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2101
McGlone Suttner Wealth Management
Wisconsin
$911K +$67.2K +405 +8%
AIMA
2102
Ables Iannone Moore & Associates
Georgia
$909K +$888K +5,353 New
WI
2103
WrapManager Inc
California
$909K +$32.8K +198 +4%
BCM
2104
Boltwood Capital Management
California
$908K -$4.15K -25 -0.5%
AC
2105
Avestar Capital
New York
$906K +$219K +1,319 +33%
MAM
2106
Magellan Asset Management
Australia
$903K +$139K +836 +19%
DE
2107
Day & Ennis
Georgia
$903K – – –
REMPR
2108
Roof Eidam Maycock Peralta (REMP)
California
$902K – – –
BAM
2109
Blueshift Asset Management
New Jersey
$902K -$42.1K -254 -5%
CWA
2110
CM Wealth Advisors
Ohio
$902K – – –
OFS
2111
Orrstown Financial Services
Pennsylvania
$901K +$880K +5,307 New
I
2112
InceptionR
California
$896K +$555K +3,348 +174%
TWM
2113
Trueblood Wealth Management
Ohio
$890K +$870K +5,243 New
RA
2114
RiverPark Advisors
New York
$889K +$301K +1,812 +53%
AFM
2115
Armstrong Fleming & Moore
District of Columbia
$888K -$7.96K -48 -0.9%
JSL
2116
JT Stratford LLC
Georgia
$887K -$262K -1,577 -23%
CFO
2117
Callan Family Office
Pennsylvania
$887K +$11.1K +67 +1%
NG
2118
Norden Group
Utah
$884K -$18.9K -114 -2%
MM
2119
MQS Management
New York
$883K -$323K -1,946 -27%
SMWM
2120
Silvia McColl Wealth Management
California
$882K -$105K -636 -11%
SWM
2121
Sterling Wealth Management
Illinois
$880K +$860K +5,184 New
HDIM
2122
Hanson & Doremus Investment Management
Vermont
$880K -$37K -223 -4%
MC
2123
McMorgan & Co
California
$878K – – –
CTFG
2124
Capstone Triton Financial Group
Oklahoma
$876K -$159K -961 -16%
MFG
2125
Midwest Financial Group
Kansas
$875K +$9.29K +56 +1%
83 84
85
86 87