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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OBGC
2151
O'Brien Greene & Co
Pennsylvania
$243K – – –
SRSA
2152
S.R. Schill & Associates
Washington
$243K – – –
KFS
2153
Kelly Financial Services
Massachusetts
$242K +$256 +2 +0.1%
MSR
2154
Main Street Research
Connecticut
$241K +$17.8K +139 +8%
SWM
2155
Selective Wealth Management
Virginia
$241K +$236K +1,838 New
CAM
2156
Cidel Asset Management
Ontario, Canada
$240K -$301K -2,345 -56%
ATFA
2157
All Terrain Financial Advisors
Minnesota
$240K +$12.8K +100 +6%
TIA
2158
Tandem Investment Advisors
South Carolina
$239K -$14K -109 -6%
HFP
2159
Holistic Financial Partners
Indiana
$239K – – –
RCA
2160
Rowland Carmichael Advisors
Arizona
$239K – – –
KF
2161
Krilogy Financial
Missouri
$238K +$6.92K +54 +3%
FNBOMD
2162
First National Bank of Mount Dora
Florida
$237K +$7.05K +55 +3%
SRC
2163
Shufro Rose & Co
New York
$236K +$4.23K +33 +2%
LIM
2164
Lathrop Investment Management
Arkansas
$235K -$12.8K -100 -5%
BWM
2165
BT Wealth Management
Georgia
$235K – – –
IWA
2166
IBEX Wealth Advisors
New Jersey
$235K +$230K +1,798 New
PWM
2167
Perigon Wealth Management
California
$234K +$8.72K +68 +4%
JAFL
2168
Jay A. Fishman Ltd
Michigan
$234K -$254K -1,983 -53%
IAS
2169
IMA Advisory Services
Colorado
$233K -$21K -164 -8%
CBOR
2170
Community Bank of Raymore
Missouri
$233K – – –
RWA
2171
Redhawk Wealth Advisors
Minnesota
$233K +$228K +1,778 New
B
2172
Brightworth
Georgia
$232K -$60.9K -475 -21%
CF
2173
Corrigan Financial
Rhode Island
$231K – – –
CCM
2174
Colorado Capital Management
Colorado
$231K -$513 -4 -0.2%
CBB
2175
Citizens Business Bank
California
$230K -$29.7K -232 -12%
85 86
87
88 89