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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2126
Soltis Investment Advisors
Utah
$376K +$26.4K +200 +8%
DIM
2127
DC Investments Management
Virginia
$375K -$226K -1,714 -38%
PCS
2128
Personal CFO Solutions
New Jersey
$374K +$373K +2,831 New
AFIA
2129
America First Investment Advisors
Nebraska
$373K – – –
LD
2130
Lipe & Dalton
New York
$373K – – –
TWI
2131
Thomas White International
Illinois
$373K – – –
MOS
2132
MGO One Seven
Ohio
$371K +$20.8K +158 +6%
PTC
2133
Provident Trust Company
Wisconsin
$370K – – –
LPIC
2134
LeJeune Puetz Investment Counsel
Michigan
$369K – – –
AAM
2135
Aureus Asset Management
Massachusetts
$368K -$105K -795 -22%
SPP
2136
Single Point Partners
Massachusetts
$368K -$13.6K -103 -4%
JFA
2137
Johanson Financial Advisors
California
$367K +$22.4K +170 +7%
EA
2138
Elm Advisors
California
$364K – – –
CWC
2139
Carolinas Wealth Consulting
North Carolina
$363K +$923 +7 +0.3%
TWP
2140
Tempus Wealth Planning
California
$362K +$12.5K +95 +4%
PAG
2141
Pinnacle Advisory Group
Maryland
$361K -$12.9K -98 -3%
WA
2142
Wealth Architects
California
$359K -$33.4K -253 -9%
MAA
2143
Mraz Amerine & Associates
California
$358K -$19.8K -150 -5%
GSWM
2144
Golden State Wealth Management
California
$357K +$96.9K +735 +37%
QCM
2145
Quest Capital Management
Texas
$355K -$236K -1,788 -40%
BL
2146
Balentine LLC
Georgia
$355K -$64.5K -489 -15%
SFP
2147
Shepherd Financial Partners
Massachusetts
$355K -$42K -319 -11%
LDFR
2148
Lehman & Derafelo Financial Resources
Pennsylvania
$355K -$17K -129 -5%
HHGA
2149
Halbert Hargrove Global Advisors
California
$355K -$11.3K -86 -3%
PD
2150
Planning Directions
Pennsylvania
$354K +$353K +2,680 New
84 85
86
87 88