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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2201
Family Management
New York
$615K -$8.75K -52 -1%
BP
2202
Broadleaf Partners
Ohio
$614K – – –
FDS
2203
First Dallas Securities
Texas
$613K -$1.68K -10 -0.3%
FCIM
2204
Fairview Capital Investment Management
California
$612K – – –
UCI
2205
Uncommon Cents Investing
Wisconsin
$612K – – –
CFA
2206
Capstone Financial Advisors
Illinois
$612K +$842 +5 +0.1%
SWA
2207
Sax Wealth Advisors
New Jersey
$611K – – –
ACP
2208
Aveo Capital Partners
Colorado
$610K +$4.88K +29 +0.8%
AMCA
2209
Arthur M. Cohen & Associates
Illinois
$609K – – –
CWM
2210
C2C Wealth Management
Arizona
$604K +$168 +1 +0%
LWM
2211
Loveless Wealth Management
Montana
$604K +$5.89K +35 +1%
TWM
2212
Thrive Wealth Management
Pennsylvania
$603K +$156K +928 +34%
AWM
2213
AllSquare Wealth Management
New York
$602K – – –
TSWM
2214
Tyler-Stone Wealth Management
Ohio
$600K -$69.9K -415 -10%
EAM
2215
Empirical Asset Management
Massachusetts
$599K -$276K -1,640 -31%
CWM
2216
Cranbrook Wealth Management
Michigan
$599K -$82.8K -492 -12%
CWM
2217
Cabot Wealth Management
Massachusetts
$599K -$5.89K -35 -1%
HIS
2218
Harvest Investment Services
Illinois
$598K -$31.8K -189 -5%
WAM
2219
WFA Asset Management
Wisconsin
$597K -$7.24K -43 -1%
OL
2220
Optas LLC
Texas
$596K +$60.4K +359 +11%
CAM
2221
Cubic Asset Management
Massachusetts
$593K – – –
IFWM
2222
Institute for Wealth Management
Colorado
$592K +$21.9K +130 +4%
CAM
2223
Covenant Asset Management
New Jersey
$590K – – –
PWP
2224
Perfromance Wealth Partners
Illinois
$590K +$67.7K +402 +13%
SWM
2225
Silverlake Wealth Management
Vermont
$589K – – –
87 88
89
90 91