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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
2151
First National Bank of South Miami
Florida
$367K -$84.6K -622 -19%
PD
2152
Planning Directions
Pennsylvania
$366K -$5.17K -38 -1%
SFS
2153
Summit Financial Strategies
Ohio
$365K – – –
PWAC
2154
Private Wealth Advisors (California)
California
$365K +$2.58K +19 +0.7%
PFO
2155
Pathstone Family Office
New Jersey
$365K +$19.5K +143 +6%
OWM
2156
Opes Wealth Management
California
$365K +$148K +1,091 +71%
FA
2157
Fagan Associates
New York
$364K +$136 +1 +0%
PC
2158
Port Capital
Illinois
$363K +$1.63K +12 +0.5%
AFA
2159
Atlanta Financial Associates
Georgia
$363K +$8.71K +64 +3%
CSWG
2160
Cardinal Strategic Wealth Guidance
Kentucky
$362K +$136 +1 +0%
SIC
2161
Samalin Investment Counsel
New York
$362K +$6.26K +46 +2%
WIC
2162
Whitegate Investment Counselors
New Hampshire
$361K +$34K +250 +11%
SDWMA
2163
Schneider Downs Wealth Management Advisors
Pennsylvania
$361K +$63K +463 +22%
WA
2164
Wealth Architects
California
$360K -$15.5K -114 -4%
GC
2165
Garde Capital
Washington
$360K -$6.53K -48 -2%
BB
2166
Bell Bank
North Dakota
$360K – – –
GLA
2167
Good Life Advisors
Pennsylvania
$358K -$55K -404 -14%
BWA
2168
Beam Wealth Advisors
Louisiana
$357K +$77.7K +571 +28%
RP
2169
Rowlandmiller & Partners
Georgia
$357K – – –
DI
2170
Disciplined Investments
Oklahoma
$356K -$136K -1,000 -28%
IFG
2171
Investors Financial Group
Minnesota
$354K +$1.77K +13 +0.5%
JHP
2172
James Hambro & Partners
United Kingdom
$353K – – –
RIM
2173
Redwood Investment Management
Arizona
$352K -$67.3K -495 -16%
KLI
2174
Kelman-Lazarov Inc
Tennessee
$352K – – –
LK
2175
Lumbard & Kellner
New Hampshire
$352K – – –
85 86
87
88 89