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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
2126
Horan Capital Advisors
Ohio
$799K +$2.72K +15 +0.3%
WMA
2127
West Michigan Advisors
Michigan
$799K +$18.3K +101 +2%
TWM
2128
Triton Wealth Management
Arizona
$799K -$844K -4,647 -49%
MFC
2129
Morris Financial Concepts
South Carolina
$798K +$1.82K +10 +0.2%
CSPAM
2130
Cary Street Partners Asset Management
Virginia
$798K -$40.7K -224 -5%
IIC
2131
Integrated Investment Consultants
Michigan
$797K -$79.9K -440 -9%
BP
2132
Broadleaf Partners
Ohio
$796K – – –
FPCG
2133
Fort Pitt Capital Group
Pennsylvania
$794K -$9.08K -50 -1%
PCA
2134
Prosperity Capital Advisors
Ohio
$790K +$62.8K +346 +8%
JF
2135
JSF Financial
California
$788K +$480K +2,643 +132%
SC
2136
Savoie Capital
Illinois
$788K +$845K +4,650 New
NCM
2137
NCM Capital Management
New Jersey
$787K -$21.3K -117 -2%
WA
2138
Wealth Architects
California
$787K +$168K +924 +25%
HC
2139
Hamilton Capital
Ohio
$785K +$89.5K +493 +12%
MIM
2140
Miller Investment Management
Pennsylvania
$785K – – –
AGWCA
2141
Annis Gardner Whiting Capital Advisors
Florida
$784K +$840K +4,627 New
PSC
2142
Prentiss Smith & Co
Vermont
$784K +$13.6K +75 +2%
SWMP
2143
Signature Wealth Management Partners
New Jersey
$783K -$3.63K -20 -0.4%
PC
2144
Pecaut & Co
Iowa
$779K – – –
TC
2145
Toews Corporation
New Jersey
$779K +$835K +4,600 New
CHAM
2146
Clear Harbor Asset Management
Connecticut
$778K +$2.36K +13 +0.3%
OCG
2147
Opus Capital Group
Ohio
$778K -$78.8K -434 -9%
CPC
2148
Consolidated Planning Corp
Georgia
$777K +$157K +864 +23%
ONST
2149
Old North State Trust
North Carolina
$777K -$58.3K -321 -7%
WCM
2150
Windsor Capital Management
Arizona
$776K +$622K +3,423 +296%
84 85
86
87 88