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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
2126
Zevin Asset Management
Massachusetts
$516K +$2.19K +15 +0.4%
PCIG
2127
Partners Capital Investment Group
Massachusetts
$515K -$1.38M -9,448 -73%
CP
2128
Castleview Partners
Texas
$515K +$506K +3,474 New
MPPLM
2129
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$514K -$1.04M -7,139 -67%
AC
2130
Apella Capital
Connecticut
$510K +$37.2K +255 +8%
DC
2131
DeDora Capital
California
$507K +$1.89K +13 +0.4%
AFM
2132
Andesa Financial Management
Pennsylvania
$505K -$46.5K -319 -9%
GI
2133
Glovista Investments
New Jersey
$505K -$36.4K -250 -7%
IFWM
2134
Institute for Wealth Management
Colorado
$504K -$4.37K -30 -0.9%
CIG
2135
Cairn Investment Group
Washington
$504K +$17.9K +123 +4%
LA
2136
LexAurum Advisors
Kansas
$504K +$35.4K +243 +8%
TCWA
2137
Ten Capital Wealth Advisors
Washington
$503K +$7.29K +50 +1%
CHAM
2138
Clear Harbor Asset Management
Connecticut
$502K -$380K -2,610 -44%
DPI
2139
Diversified Portfolios Inc
Michigan
$502K +$225K +1,547 +84%
VFA
2140
Voya Financial Advisors
Connecticut
$501K -$6.05M -41,518 -92%
SIM
2141
SSI Investment Management
California
$501K -$2.33K -16 -0.5%
WGA
2142
Weather Gauge Advisory
Virginia
$501K – – –
JFGLC
2143
Johnson Financial Group LLC (Colorado)
Colorado
$500K +$125K +860 +34%
CIP
2144
Convergence Investment Partners
Florida
$499K -$20K -137 -4%
FFG
2145
Frisch Financial Group
New York
$497K -$273K -1,875 -36%
JFA
2146
Johanson Financial Advisors
California
$497K +$3.21K +22 +0.7%
AG
2147
AIA Group
Hong Kong
$496K -$351K -2,410 -43%
SLT
2148
St Louis Trust
Missouri
$496K – – –
SAMC
2149
Spectrum Asset Management (California)
California
$495K -$8.74K -60 -2%
CWS
2150
Cypress Wealth Services
California
$492K -$41.8K -287 -8%
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