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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2176
Family Management
New York
$626K -$3.01M -17,919 -83%
RWP
2177
Ridgecrest Wealth Partners
California
$622K -$16.5K -98 -3%
CWM
2178
C2C Wealth Management
Arizona
$621K -$112K -670 -16%
HAFS
2179
Hapanowicz & Associates Financial Services
Pennsylvania
$621K – – –
GWANC
2180
Guardian Wealth Advisors (North Carolina)
North Carolina
$619K -$6.38K -38 -1%
BP
2181
Broadleaf Partners
Ohio
$617K +$16.8K +100 +3%
FDS
2182
First Dallas Securities
Texas
$617K +$86.8K +517 +16%
KAM
2183
Kraft Asset Management
Tennessee
$617K +$619K +3,684 New
AIP
2184
Almanack Investment Partners
Pennsylvania
$616K -$37.4K -223 -6%
PCS
2185
Personal CFO Solutions
New Jersey
$616K +$7.22K +43 +1%
FCIM
2186
Fairview Capital Investment Management
California
$615K -$8.39K -50 -1%
UCI
2187
Uncommon Cents Investing
Wisconsin
$615K – – –
CFA
2188
Capstone Financial Advisors
Illinois
$614K -$17.8K -106 -3%
SWA
2189
Sax Wealth Advisors
New Jersey
$614K – – –
WFA
2190
Websterrogers Financial Advisors
South Carolina
$614K +$607K +3,617 New
AMCA
2191
Arthur M. Cohen & Associates
Illinois
$612K -$312K -1,860 -34%
KIG
2192
Kowal Investment Group
Wisconsin
$612K +$122K +725 +25%
SFG
2193
Sovereign Financial Group
Connecticut
$611K +$43.7K +260 +8%
BBNA
2194
Bremer Bank National Association
Minnesota
$609K -$94.5K -563 -13%
ACP
2195
Aveo Capital Partners
Colorado
$608K -$142K -843 -19%
SFWA
2196
Summit Financial Wealth Advisors
Louisiana
$608K – – –
NAMM
2197
NorthStar Asset Management (Massachusetts)
Massachusetts
$607K -$90.3K -538 -13%
CWM
2198
Cabot Wealth Management
Massachusetts
$607K – – –
ISWM
2199
Independent Solutions Wealth Management
New York
$607K -$11.1K -66 -2%
WAM
2200
WFA Asset Management
Wisconsin
$607K +$3.86K +23 +0.6%
86 87
88
89 90