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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
2176
Wealth Quarterback
New Jersey
$338K -$16.6K -126 -5%
AFA
2177
Atlanta Financial Associates
Georgia
$338K -$7.51K -57 -2%
FA
2178
FCG Advisors
New Jersey
$338K +$7.91K +60 +2%
HCA
2179
Heck Capital Advisors
Wisconsin
$338K +$79K +599 +31%
JHP
2180
James Hambro & Partners
United Kingdom
$337K – – –
KLI
2181
Kelman-Lazarov Inc
Tennessee
$336K -$9.89K -75 -3%
IFG
2182
Investors Financial Group
Minnesota
$336K -$6.46K -49 -2%
BWA
2183
Burt Wealth Advisors
Maryland
$335K +$659 +5 +0.2%
AWS
2184
Arkfeld Wealth Strategies
Nebraska
$334K – – –
KCPG
2185
Kavar Capital Partners Group
Kansas
$334K +$18.5K +140 +6%
AFAS
2186
Acorn Financial Advisory Services
Virginia
$334K +$48.5K +368 +17%
CCA
2187
Column Capital Advisors
Indiana
$334K +$49.8K +378 +18%
TFGT
2188
TS Financial Group (TSFG)
Illinois
$333K -$6.33K -48 -2%
PIP
2189
Peachtree Investment Partners
Florida
$333K +$28.7K +218 +9%
YMRC
2190
Yorktown Management & Research Company
Virginia
$331K +$330K +2,500 New
PFO
2191
Pathstone Family Office
New Jersey
$330K -$96.4K -731 -23%
C
2192
Cerebellum
California
$330K +$363K +2,753 New
GWM
2193
Greenwich Wealth Management
Connecticut
$329K -$527 -4 -0.2%
TI
2194
tru Independence
Oregon
$329K +$2.5K +19 +0.8%
CS
2195
Capital Square
Tennessee
$328K -$4.75K -36 -1%
SGK
2196
Steigerwald Gordon & Koch
Virginia
$328K +$264 +2 +0.1%
VFPI
2197
Vantage Financial Partners (Illinois)
Illinois
$328K +$327K +2,481 New
TCB
2198
Texas Capital Bancshares
Texas
$325K -$2.37K -18 -0.7%
KF
2199
Krilogy Financial
Missouri
$325K +$11.1K +84 +4%
CICI
2200
Capital Investment Counsel Inc
North Carolina
$322K -$230K -1,747 -42%
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88
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