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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2126
Slow Capital
California
$388K +$182K +1,338 +89%
PAG
2127
Pinnacle Advisory Group
Maryland
$387K +$408 +3 +0.1%
BAM
2128
Blueshift Asset Management
New Jersey
$387K +$385K +2,830 New
LFA
2129
Legend Financial Advisors
Pennsylvania
$383K – – –
PTC
2130
Provident Trust Company
Wisconsin
$383K – – –
SIS
2131
Sound Income Strategies
Florida
$383K +$2.99K +22 +0.8%
CWM
2132
Campbell Wealth Management
Virginia
$383K +$8.3K +61 +2%
TF
2133
TimeScale Financial
Massachusetts
$380K -$15.8K -116 -4%
SC
2134
Sawyer & Company
Massachusetts
$380K – – –
LD
2135
Lipe & Dalton
New York
$379K +$7.49K +55 +2%
LWA
2136
Lenox Wealth Advisors
New York
$379K +$19.6K +144 +5%
CSPIA
2137
Cary Street Partners Investment Advisory
Virginia
$378K +$377K +2,769 New
NWM
2138
Northwest Wealth Management
Iowa
$377K -$13.6K -100 -4%
LDFR
2139
Lehman & Derafelo Financial Resources
Pennsylvania
$377K -$1.91K -14 -0.5%
IWA
2140
Inspirion Wealth Advisors
Illinois
$377K – – –
EA
2141
Elm Advisors
California
$376K – – –
GC
2142
Garde Capital
Washington
$375K – – –
ACI
2143
Alpha Cubed Investments
California
$374K -$58.1K -427 -13%
SFA
2144
Semmax Financial Advisors
North Carolina
$374K +$10.9K +80 +3%
EA
2145
Emerald Advisors
Washington
$374K +$358K +2,633 New
TAM
2146
Trillium Asset Management
Massachusetts
$373K -$432K -3,175 -54%
SFS
2147
Summit Financial Strategies
Ohio
$372K +$136 +1 +0%
BL
2148
Balentine LLC
Georgia
$371K -$743K -5,462 -67%
KLI
2149
Kelman-Lazarov Inc
Tennessee
$371K -$5.58K -41 -1%
LA
2150
LexAurum Advisors
Kansas
$371K +$4.63K +34 +1%
84 85
86
87 88