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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2176
Capstone Financial Advisors
Illinois
$241K +$233K +1,756 New
MWM
2177
Mascoma Wealth Management
New Hampshire
$240K -$57.9K -436 -20%
PC
2178
Port Capital
Illinois
$240K +$20.6K +155 +10%
AP
2179
Arlington Partners
Alabama
$239K -$1.68M -12,660 -88%
QPWM
2180
Quadrant Private Wealth Management
Pennsylvania
$239K -$220K -1,658 Closed
PWM
2181
Perigon Wealth Management
California
$239K -$4.92K -37 -2%
LFG
2182
Larson Financial Group
Missouri
$238K +$7.44K +56 +3%
CAC
2183
Certified Advisory Corp
Florida
$237K -$92.5K -696 -29%
AF
2184
Affiance Financial
Minnesota
$237K – – –
TFO
2185
Tarbox Family Office
California
$236K -$21.8K -164 -9%
CWM
2186
CCG Wealth Management
California
$236K +$229K +1,724 New
FFG
2187
Ford Financial Group
California
$235K – – –
HIIFS
2188
Harel Insurance Investments & Financial Services
Israel
$233K +$43.4K +327 +24%
FNC
2189
First National Corp
Massachusetts
$232K – – –
GAM
2190
Gemmer Asset Management
California
$231K +$930 +7 +0.4%
LFG
2191
LifePlan Financial Group
Ohio
$230K – – –
CWM
2192
Centric Wealth Management
Illinois
$230K +$930 +7 +0.4%
SW
2193
SlateStone Wealth
Florida
$230K +$223K +1,681 New
MCM
2194
MV Capital Management
Maryland
$229K – – –
B
2195
Bridgeworth
Alabama
$228K -$48.5K -365 -18%
OWM
2196
Orgel Wealth Management
Wisconsin
$227K +$220K +1,659 New
FWCM
2197
First Western Capital Management
California
$226K -$54.1K -407 -20%
CA
2198
Cortland Associates
Missouri
$226K -$14.5K -109 -6%
PFA
2199
Pure Financial Advisors
California
$226K +$6.64K +50 +3%
W
2200
WealthOne
New York
$225K +$218K +1,644 New
86 87
88
89 90