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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
2201
Oxford Financial Group
Indiana
$635K +$4.25K +26 +0.7%
STA
2202
Summit Trail Advisors
New York
$635K +$47.9K +293 +9%
PCS
2203
Personal CFO Solutions
New Jersey
$632K +$4.57K +28 +0.8%
SIC
2204
Sigma Investment Counselors
Michigan
$631K -$5.06K -31 -0.8%
CWM
2205
Cabot Wealth Management
Massachusetts
$630K +$5.72K +35 +1%
ALAM
2206
Asahi Life Asset Management
Japan
$629K -$27.8K -170 -4%
SFWA
2207
Summit Financial Wealth Advisors
Louisiana
$629K -$3.43K -21 -0.6%
AWM
2208
AllSquare Wealth Management
New York
$627K -$60.8K -372 -9%
WAM
2209
WFA Asset Management
Wisconsin
$626K +$588K +3,601 New
LPIC
2210
LeJeune Puetz Investment Counsel
Michigan
$624K – – –
TCM
2211
Tanaka Capital Management
New York
$623K -$30.9K -189 -5%
BP
2212
Broadleaf Partners
Ohio
$623K – – –
SFA
2213
Souders Financial Advisors
Ohio
$622K -$43.4K -266 -7%
FC
2214
Financial Council
Maryland
$621K +$1.31K +8 +0.2%
FSG
2215
Financial Strategies Group
Michigan
$621K +$91.3K +559 +19%
CAM
2216
Cubic Asset Management
Massachusetts
$619K – – –
CAM
2217
Covenant Asset Management
New Jersey
$615K – – –
GWA
2218
Gibson Wealth Advisors
Texas
$615K +$578K +3,540 New
SFA
2219
Semmax Financial Advisors
North Carolina
$613K -$160K -979 -22%
NQWM
2220
Northwest Quadrant Wealth Management
Oregon
$613K -$13.9K -85 -2%
SFS
2221
Security Financial Services
Indiana
$613K +$576K +3,526 New
IP
2222
Intellectus Partners
California
$612K -$823K -5,038 -59%
CWC
2223
Carolinas Wealth Consulting
North Carolina
$612K -$8.17K -50 -1%
HSWM
2224
Hubbell Strickland Wealth Management
Louisiana
$612K – – –
OL
2225
Optas LLC
Texas
$612K +$5.39K +33 +0.9%
87 88
89
90 91