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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2201
Connecticut Wealth Management
Connecticut
$618K +$24.7K +147 +4%
FM
2202
Family Management
New York
$615K -$8.75K -52 -1%
BP
2203
Broadleaf Partners
Ohio
$614K – – –
FDS
2204
First Dallas Securities
Texas
$613K -$1.68K -10 -0.3%
FCIM
2205
Fairview Capital Investment Management
California
$612K – – –
UCI
2206
Uncommon Cents Investing
Wisconsin
$612K – – –
CFA
2207
Capstone Financial Advisors
Illinois
$612K +$842 +5 +0.1%
SWA
2208
Sax Wealth Advisors
New Jersey
$611K – – –
ACP
2209
Aveo Capital Partners
Colorado
$610K +$4.88K +29 +0.8%
AMCA
2210
Arthur M. Cohen & Associates
Illinois
$609K – – –
CWM
2211
C2C Wealth Management
Arizona
$604K +$168 +1 +0%
LWM
2212
Loveless Wealth Management
Montana
$604K +$5.89K +35 +1%
TWM
2213
Thrive Wealth Management
Pennsylvania
$603K +$156K +928 +34%
AWM
2214
AllSquare Wealth Management
New York
$602K – – –
TSWM
2215
Tyler-Stone Wealth Management
Ohio
$600K -$69.9K -415 -10%
EAM
2216
Empirical Asset Management
Massachusetts
$599K -$276K -1,640 -31%
CWM
2217
Cranbrook Wealth Management
Michigan
$599K -$82.8K -492 -12%
CWM
2218
Cabot Wealth Management
Massachusetts
$599K -$5.89K -35 -1%
HIS
2219
Harvest Investment Services
Illinois
$598K -$31.8K -189 -5%
WAM
2220
WFA Asset Management
Wisconsin
$597K -$7.24K -43 -1%
OL
2221
Optas LLC
Texas
$596K +$60.4K +359 +11%
CAM
2222
Cubic Asset Management
Massachusetts
$593K – – –
IFWM
2223
Institute for Wealth Management
Colorado
$592K +$21.9K +130 +4%
CAM
2224
Covenant Asset Management
New Jersey
$590K – – –
PWP
2225
Perfromance Wealth Partners
Illinois
$590K +$67.7K +402 +13%
87 88
89
90 91