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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2151
Wealthquest
Ohio
$354K +$353K +2,681 New
DC
2152
DeDora Capital
California
$351K +$25.8K +196 +8%
WLIM
2153
White Lighthouse Investment Management
Massachusetts
$350K -$9.89K -75 -3%
GC
2154
Garde Capital
Washington
$350K – – –
LK
2155
Lumbard & Kellner
New Hampshire
$349K – – –
GA
2156
Greytown Advisors
Florida
$348K -$255K -1,936 -42%
UBV
2157
United Bank (Virginia)
Virginia
$348K -$43.6K -331 -11%
PFA
2158
Pure Financial Advisors
California
$348K -$12.8K -97 -4%
SFS
2159
Summit Financial Strategies
Ohio
$348K -$3.82K -29 -1%
SSA
2160
South Street Advisors
New York
$348K +$13.2K +100 +4%
RFN
2161
RDA Financial Network
Iowa
$348K +$58K +440 +20%
FA
2162
Fagan Associates
New York
$347K +$264 +2 +0.1%
CSWG
2163
Cardinal Strategic Wealth Guidance
Kentucky
$346K -$3.82K -29 -1%
PWAC
2164
Private Wealth Advisors (California)
California
$346K +$2.37K +18 +0.7%
PC
2165
Port Capital
Illinois
$345K -$37.4K -284 -10%
C
2166
Certuity
Florida
$345K +$8.04K +61 +2%
AFS
2167
Axiom Financial Strategies
Indiana
$345K +$8.17K +62 +2%
SA
2168
SL Advisors
New Jersey
$343K -$23.1K -175 -6%
BB
2169
Bell Bank
North Dakota
$343K – – –
CIA
2170
Cascade Investment Advisors
Oregon
$343K – – –
HIIFS
2171
Harel Insurance Investments & Financial Services
Israel
$339K -$182K -1,382 -35%
DWM
2172
Darwin Wealth Management
Florida
$339K -$11.3K -86 -3%
RICHC
2173
Renaissance Investment Consultants Holding Company
Pennsylvania
$339K +$923 +7 +0.3%
SIC
2174
Samalin Investment Counsel
New York
$339K +$111K +845 +49%
WQ
2175
Wealth Quarterback
New Jersey
$338K -$16.6K -126 -5%
85 86
87
88 89