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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2151
Planning Directions
Pennsylvania
$354K +$353K +2,680 New
W
2152
Wealthquest
Ohio
$354K +$353K +2,681 New
DC
2153
DeDora Capital
California
$351K +$25.8K +196 +8%
WLIM
2154
White Lighthouse Investment Management
Massachusetts
$350K -$9.89K -75 -3%
GC
2155
Garde Capital
Washington
$350K – – –
LK
2156
Lumbard & Kellner
New Hampshire
$349K – – –
GA
2157
Greytown Advisors
Florida
$348K -$255K -1,936 -42%
UBV
2158
United Bank (Virginia)
Virginia
$348K -$43.6K -331 -11%
PFA
2159
Pure Financial Advisors
California
$348K -$12.8K -97 -4%
SFS
2160
Summit Financial Strategies
Ohio
$348K -$3.82K -29 -1%
SSA
2161
South Street Advisors
New York
$348K +$13.2K +100 +4%
RFN
2162
RDA Financial Network
Iowa
$348K +$58K +440 +20%
FA
2163
Fagan Associates
New York
$347K +$264 +2 +0.1%
CSWG
2164
Cardinal Strategic Wealth Guidance
Kentucky
$346K -$3.82K -29 -1%
PWAC
2165
Private Wealth Advisors (California)
California
$346K +$2.37K +18 +0.7%
PC
2166
Port Capital
Illinois
$345K -$37.4K -284 -10%
C
2167
Certuity
Florida
$345K +$8.04K +61 +2%
AFS
2168
Axiom Financial Strategies
Indiana
$345K +$8.17K +62 +2%
SA
2169
SL Advisors
New Jersey
$343K -$23.1K -175 -6%
BB
2170
Bell Bank
North Dakota
$343K – – –
CIA
2171
Cascade Investment Advisors
Oregon
$343K – – –
HIIFS
2172
Harel Insurance Investments & Financial Services
Israel
$339K -$182K -1,382 -35%
DWM
2173
Darwin Wealth Management
Florida
$339K -$11.3K -86 -3%
RICHC
2174
Renaissance Investment Consultants Holding Company
Pennsylvania
$339K +$923 +7 +0.3%
SIC
2175
Samalin Investment Counsel
New York
$339K +$111K +845 +49%
85 86
87
88 89