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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2126
Arlington Trust
Alabama
$875K +$520K +3,136 +156%
CG
2127
Clarus Group
Texas
$874K -$198K -1,196 -19%
NCM
2128
NCM Capital Management
New Jersey
$870K +$78.8K +475 +10%
SIS
2129
Sound Income Strategies
Florida
$869K +$92.2K +556 +12%
WQ
2130
Wealth Quarterback
New Jersey
$868K +$400K +2,414 +89%
CB
2131
Centennial Bank
Arkansas
$866K +$45.8K +276 +6%
AGWCA
2132
Annis Gardner Whiting Capital Advisors
Florida
$865K +$71.6K +432 +9%
WCA
2133
Waypoint Capital Advisors
Minnesota
$862K -$5.8K -35 -0.7%
CAM
2134
CPA Asset Management
Florida
$862K – – –
WCM
2135
Weik Capital Management
Pennsylvania
$859K -$20.7K -125 -2%
WCM
2136
WealthBridge Capital Management
Ohio
$856K -$10.8K -65 -1%
PA
2137
PFG Advisors
Arizona
$856K +$195K +1,175 +30%
MMHP
2138
Murphy Middleton Hinkle & Parker
Georgia
$856K +$166 +1 +0%
PCMF
2139
Private Capital Management (Florida)
Florida
$854K +$228K +1,375 +38%
BCM
2140
Brasada Capital Management
Texas
$854K -$225K -1,359 -21%
OHWA
2141
Oak Hill Wealth Advisors
Virginia
$854K -$7.63K -46 -0.9%
PCG
2142
Prosperity Consulting Group
Maryland
$852K +$4.15K +25 +0.5%
CIA
2143
Cladis Investment Advisory
Montana
$849K – – –
BCP
2144
Berkeley Capital Partners
Georgia
$847K -$3.32K -20 -0.4%
TIM
2145
Tortoise Investment Management
New York
$847K -$2.49K -15 -0.3%
LPT
2146
Legacy Private Trust
Wisconsin
$846K – – –
CFP
2147
Catalyst Financial Partners
Massachusetts
$845K -$59.9K -361 -7%
SW
2148
Simplicity Wealth
New Jersey
$844K +$824K +4,968 New
FDP
2149
Financiere des Professionnels
Quebec, Canada
$843K +$6.8K +41 +0.8%
SSWG
2150
Seven Springs Wealth Group
Tennessee
$842K +$7.13K +43 +0.9%
84 85
86
87 88