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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGP
2126
Marshall Financial Group (Pennsylvania)
Pennsylvania
$201K +$205K +1,820 New
SIAS
2127
Shine Investment Advisory Services
Colorado
$196K -$6.43K -57 -3%
FNC
2128
First National Corp
Massachusetts
$196K +$200K +1,778 New
PWM
2129
PRW Wealth Management
Massachusetts
$195K +$199K +1,768 New
CF
2130
Corrigan Financial
Rhode Island
$195K +$199K +1,763 New
IAS
2131
IMA Advisory Services
Colorado
$192K -$564 -5 -0.3%
GWMIA
2132
Global Wealth Management Investment Advisory
Florida
$191K +$195K +1,731 New
HCA
2133
Heck Capital Advisors
Wisconsin
$191K -$4.4K -39 -2%
NCM
2134
Nelson Capital Management
California
$189K -$21.2K -188 -10%
LWA
2135
Lenox Wealth Advisors
New York
$188K +$1.24K +11 +0.6%
LFG
2136
LifePlan Financial Group
Ohio
$185K – – –
LFG
2137
Larson Financial Group
Missouri
$182K +$185K +1,645 New
CAC
2138
Certified Advisory Corp
Florida
$175K +$2.82K +25 +2%
BCM
2139
Blume Capital Management
California
$171K – – –
GAM
2140
Gemmer Asset Management
California
$167K +$2.82K +25 +2%
CWA
2141
Clarus Wealth Advisors
Arizona
$163K +$39.2K +348 +31%
PCP
2142
Proficio Capital Partners
Massachusetts
$161K +$19.2K +170 +13%
MWC
2143
MBM Wealth Consultants
Missouri
$160K +$163K +1,444 New
PCA
2144
Peddock Capital Advisors
Massachusetts
$155K – – –
IOOF
2145
Independent Order of Foresters
Ontario, Canada
$154K -$1.13K -10 -0.7%
SMG
2146
Spectrum Management Group
Indiana
$146K +$30.9K +274 +26%
WANY
2147
Wealthspire Advisors (New York)
New York
$145K +$148K +1,316 New
HIIFS
2148
Harel Insurance Investments & Financial Services
Israel
$144K -$74.8K -663 -34%
ACA
2149
Atlas Capital Advisors
Wyoming
$144K – – –
FA
2150
Fortis Advisors
Pennsylvania
$133K – – –
84 85
86
87 88