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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2201
Wade Financial Advisory
California
$295K – – –
DC
2202
DeDora Capital
California
$295K +$4.59K +34 +1%
PFA
2203
Pettinga Financial Advisors
Indiana
$292K +$135 +1 +0%
SA
2204
Sunesis Advisors
Kansas
$291K +$3.38K +25 +1%
AWM
2205
Atticus Wealth Management
Florida
$290K -$37.2K -275 -10%
SIA
2206
Starfire Investment Advisers
Michigan
$290K +$19.6K +145 +6%
BWFA
2207
Baltimore-Washington Financial Advisors
Maryland
$288K -$1.22K -9 -0.4%
SOAMC
2208
Spirit of America Management Corp
New York
$288K – – –
SRCM
2209
Swift Run Capital Management
Virginia
$288K – – –
KCPG
2210
Kavar Capital Partners Group
Kansas
$287K – – –
XM
2211
XTX Markets
New York
$287K +$323K +2,388 New
KF
2212
Krilogy Financial
Missouri
$285K +$36.1K +267 +13%
FTI
2213
Fiduciary Trust International
Massachusetts
$284K +$31.9K +236 +11%
WIC
2214
Whitegate Investment Counselors
New Hampshire
$283K +$13.5K +100 +4%
AAP
2215
Arax Advisory Partners
Colorado
$281K -$24.3K -180 -7%
TGAM
2216
TBH Global Asset Management
Tennessee
$280K -$120K -885 -41%
SW
2217
StrongBox Wealth
Missouri
$280K +$315K +2,333 New
LF
2218
LifeSteps Financial
California
$279K – – –
AM
2219
Atwater Malick
Pennsylvania
$278K +$313K +2,313 New
FCFC
2220
First Citizens Financial Corp
Iowa
$277K -$270 -2 -0.1%
PIP
2221
Peachtree Investment Partners
Florida
$276K -$17.7K -131 -5%
SAM
2222
Shikiar Asset Management
New York
$276K +$27K +200 +10%
LCS
2223
Levin Capital Strategies
New York
$275K -$42.6K -315 -12%
HCA
2224
Horan Capital Advisors
Ohio
$275K -$9.87K -73 -3%
FA
2225
Financial Advisors
Massachusetts
$272K -$6.89K -51 -2%
87 88
89
90 91