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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFW
2176
Petros Family Wealth
Minnesota
$741K +$798K +4,870 New
KWM
2177
KFG Wealth Management
Indiana
$738K +$31.8K +194 +4%
PPC
2178
Park Place Capital
Alabama
$738K -$90.8K -554 -10%
PCS
2179
Personal CFO Solutions
New Jersey
$736K -$173K -1,055 -18%
CB
2180
Centennial Bank
Arkansas
$735K -$17.5K -107 -2%
AFG
2181
Allegheny Financial Group
Pennsylvania
$735K -$82.2K -502 -9%
FMLI
2182
Fukoku Mutual Life Insurance
Japan
$734K -$284K -1,731 -26%
BAM
2183
Beaumont Asset Management
Texas
$734K -$14.7K -90 -2%
WCM
2184
Windsor Capital Management
Arizona
$734K +$492 +3 +0.1%
MFC
2185
Morris Financial Concepts
South Carolina
$733K +$164 +1 +0%
ACI
2186
Alpha Cubed Investments
California
$732K -$571K -3,484 -42%
RWPA
2187
Richard W. Paul & Associates
Michigan
$732K +$68.5K +418 +10%
CNBT
2188
Cornerstone National Bank & Trust
Illinois
$731K +$11.3K +69 +1%
DWM
2189
Dechtman Wealth Management
Colorado
$730K -$23.8K -145 -3%
CGFA
2190
Colton Groome Financial Advisors
North Carolina
$729K -$308K -1,880 -28%
BL
2191
Balentine LLC
Georgia
$727K -$754K -4,603 -49%
GWAM
2192
Guardian Wealth Advisors (Minnesota)
Minnesota
$726K -$4.92K -30 -0.6%
CF
2193
Centaurus Financial
California
$726K -$884K -5,395 -53%
BCM
2194
Birch Capital Management
Texas
$725K -$328 -2 -0%
EHAM
2195
Eagle Harbor Asset Management
Washington
$725K +$474K +2,890 +154%
APW
2196
Austin Private Wealth
Texas
$725K +$125K +765 +19%
GW
2197
Griffith & Werner
Georgia
$725K +$781K +4,766 New
CTI
2198
Community Trust & Investment
Kentucky
$724K -$59.5K -363 -7%
BAG
2199
Bridgewealth Advisory Group
California
$724K +$303K +1,849 +59%
PIP
2200
Peachtree Investment Partners
Florida
$723K -$203K -1,236 -21%
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88
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