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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2176
Rice Partnership
Hawaii
$640K – – –
CT
2177
Clearstead Trust
Maine
$639K – – –
RIG
2178
RiverFront Investment Group
Virginia
$637K – – –
DI
2179
Disciplined Investments
Oklahoma
$636K -$15.5K -92 -2%
KS
2180
Karpas Strategies
Connecticut
$635K +$2.36K +14 +0.4%
SC
2181
Stephens Consulting
Michigan
$634K -$50.5K -300 -7%
PWM
2182
PBMares Wealth Management
Virginia
$633K -$7.58K -45 -1%
OIM
2183
Orca Investment Management
Oregon
$631K -$15.7K -93 -2%
AA
2184
Apriem Advisors
California
$631K -$8.75K -52 -1%
CCM
2185
Compass Capital Management
Minnesota
$631K – – –
SFS
2186
Security Financial Services
Indiana
$630K +$4.88K +29 +0.8%
AIP
2187
Almanack Investment Partners
Pennsylvania
$629K +$15.3K +91 +2%
VFP
2188
Verus Financial Partners
Virginia
$627K -$60.3K -358 -9%
OLVIG
2189
Oliver Lagore Vanvalin Investment Group
Michigan
$626K -$36K -214 -5%
SFG
2190
Sovereign Financial Group
Connecticut
$625K +$16.7K +99 +3%
BOM
2191
Bank of Marin
California
$624K -$231K -1,370 -27%
CIG
2192
Cairn Investment Group
Washington
$622K +$7.24K +43 +1%
PPP
2193
Private Portfolio Partners
New Jersey
$621K +$23.7K +141 +4%
TBWA
2194
Three Bridge Wealth Advisors
California
$621K -$53.5K -318 -8%
RWP
2195
Ridgecrest Wealth Partners
California
$621K +$1.68K +10 +0.3%
ED
2196
Exane Derivatives
France
$620K -$13.6K -81 -2%
NAMM
2197
NorthStar Asset Management (Massachusetts)
Massachusetts
$619K +$14.8K +88 +2%
HAFS
2198
Hapanowicz & Associates Financial Services
Pennsylvania
$618K – – –
WW
2199
Waterfront Wealth
Kansas
$618K +$2.36K +14 +0.4%
CWM
2200
Connecticut Wealth Management
Connecticut
$618K +$24.7K +147 +4%
86 87
88
89 90