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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
2151
Oxford Financial Group
Indiana
$806K +$87.9K +503 +13%
KA
2152
Klingman & Associates
New York
$804K -$3.85K -22 -0.5%
MAM
2153
Montchanin Asset Management
Delaware
$803K – – –
GWAM
2154
Guardian Wealth Advisors (Minnesota)
Minnesota
$802K +$58.6K +335 +8%
CAS
2155
Coppell Advisory Solutions
Texas
$798K +$54.4K +311 +8%
CASC
2156
Coppell Advisory Solutions Corp
Texas
$798K +$54.4K +311 +8%
CFP
2157
Catalyst Financial Partners
Massachusetts
$796K +$103K +588 +16%
AW
2158
Atlas Wealth
Ohio
$795K – – –
AR
2159
Apeiron RIA
Texas
$795K -$19.8K -113 -3%
ERIM
2160
Eagle Ridge Investment Management
Connecticut
$793K – – –
CFO
2161
Colony Family Offices
North Carolina
$793K – – –
DLCIG
2162
D.L. Carlson Investment Group
New Hampshire
$793K -$25.9K -148 -3%
PCM
2163
Perritt Capital Management
Illinois
$793K -$74.8K -428 -9%
CWM
2164
Cahaba Wealth Management
Georgia
$792K -$3.15K -18 -0.4%
BFA
2165
Buttonwood Financial Advisors
Maryland
$792K -$3.85K -22 -0.5%
RTC
2166
Riverview Trust Company
Washington
$792K -$9.61K -55 -1%
EGM
2167
Engineers Gate Manager
New York
$791K +$65.9K +377 +10%
SIC
2168
Sigma Investment Counselors
Michigan
$785K +$25.2K +144 +3%
SC
2169
Solstein Capital
California
$782K – – –
RPWA
2170
Regent Peak Wealth Advisors
Georgia
$781K -$30.4K -174 -4%
CHP
2171
Cable Hill Partners
Oregon
$772K -$250K -1,432 -25%
IAP
2172
Indie Asset Partners
Indiana
$772K -$52.4K -300 -7%
JFA
2173
JNBA Financial Advisors
Minnesota
$771K -$9.09K -52 -1%
CICI
2174
Capital Investment Counsel Inc
North Carolina
$770K – – –
RFM
2175
Royal Fund Management
Florida
$768K +$6.64K +38 +0.9%
85 86
87
88 89