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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
2201
Brand Asset Management Group
Missouri
$322K -$20.3K -154 -6%
PFA
2202
Pettinga Financial Advisors
Indiana
$322K – – –
SA
2203
Sunesis Advisors
Kansas
$321K – – –
LF
2204
LifeSteps Financial
California
$321K +$13.3K +101 +4%
WCG
2205
Weaver Consulting Group
California
$321K +$27.7K +210 +9%
AWM
2206
Atticus Wealth Management
Florida
$320K +$132 +1 +0%
MW
2207
Marcum Wealth
Ohio
$320K +$25.3K +192 +9%
PW
2208
Peninsula Wealth
California
$319K -$6.06K -46 -2%
SIA
2209
Starfire Investment Advisers
Michigan
$319K +$132 +1 +0%
PO
2210
Private Ocean
California
$319K +$130K +987 +69%
BWFA
2211
Baltimore-Washington Financial Advisors
Maryland
$318K +$659 +5 +0.2%
CCT
2212
Capital City Trust
Florida
$317K -$87.4K -663 -22%
SOAMC
2213
Spirit of America Management Corp
New York
$317K – – –
PMA
2214
Prudent Man Advisors
Illinois
$317K +$316K +2,397 New
BCP
2215
Berkeley Capital Partners
Georgia
$316K -$65.5K -497 -17%
CCC
2216
Chelsea Counsel Company
California
$315K +$24.6K +187 +9%
QWM
2217
QP Wealth Management
New Jersey
$311K -$73K -554 -19%
ABTD
2218
Arvest Bank Trust Division
Oklahoma
$311K -$17.5K -133 -5%
WIC
2219
Whitegate Investment Counselors
New Hampshire
$311K – – –
AAP
2220
Arax Advisory Partners
Colorado
$311K +$1.84K +14 +0.6%
AW
2221
Alpha Windward
Massachusetts
$309K -$23.3K -177 -7%
FCFC
2222
First Citizens Financial Corp
Iowa
$309K +$3.96K +30 +1%
VAG
2223
VisionPoint Advisory Group
Texas
$306K -$74.7K -567 -20%
EMG
2224
ETF Managers Group
New Jersey
$306K +$308K +2,336 New
LC
2225
Lindbrook Capital
California
$305K +$24.9K +189 +9%
87 88
89
90 91