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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2176
Mascoma Wealth Management
New Hampshire
$240K -$57.9K -436 -20%
PC
2177
Port Capital
Illinois
$240K +$20.6K +155 +10%
AP
2178
Arlington Partners
Alabama
$239K -$1.68M -12,660 -88%
QPWM
2179
Quadrant Private Wealth Management
Pennsylvania
$239K -$220K -1,658 Closed
PWM
2180
Perigon Wealth Management
California
$239K -$4.92K -37 -2%
LFG
2181
Larson Financial Group
Missouri
$238K +$7.44K +56 +3%
CAC
2182
Certified Advisory Corp
Florida
$237K -$92.5K -696 -29%
AF
2183
Affiance Financial
Minnesota
$237K – – –
TFO
2184
Tarbox Family Office
California
$236K -$21.8K -164 -9%
CWM
2185
CCG Wealth Management
California
$236K +$229K +1,724 New
FFG
2186
Ford Financial Group
California
$235K – – –
HIIFS
2187
Harel Insurance Investments & Financial Services
Israel
$233K +$43.4K +327 +24%
FNC
2188
First National Corp
Massachusetts
$232K – – –
GAM
2189
Gemmer Asset Management
California
$231K +$930 +7 +0.4%
LFG
2190
LifePlan Financial Group
Ohio
$230K – – –
CWM
2191
Centric Wealth Management
Illinois
$230K +$930 +7 +0.4%
SW
2192
SlateStone Wealth
Florida
$230K +$223K +1,681 New
MCM
2193
MV Capital Management
Maryland
$229K – – –
B
2194
Bridgeworth
Alabama
$228K -$48.5K -365 -18%
OWM
2195
Orgel Wealth Management
Wisconsin
$227K +$220K +1,659 New
FWCM
2196
First Western Capital Management
California
$226K -$54.1K -407 -20%
CA
2197
Cortland Associates
Missouri
$226K -$14.5K -109 -6%
PFA
2198
Pure Financial Advisors
California
$226K +$6.64K +50 +3%
W
2199
WealthOne
New York
$225K +$218K +1,644 New
CP
2200
Camelot Portfolios
Ohio
$224K +$399 +3 +0.2%
86 87
88
89 90