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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
2201
Tyler-Stone Wealth Management
Ohio
$600K +$12.9K +75 +2%
IFWM
2202
Institute for Wealth Management
Colorado
$597K +$17.9K +104 +3%
CWM
2203
Cabot Wealth Management
Massachusetts
$595K +$8.62K +50 +1%
CWM
2204
C2C Wealth Management
Arizona
$594K +$172 +1 +0%
RP
2205
Rowlandmiller & Partners
Georgia
$594K +$223K +1,294 +55%
FDS
2206
First Dallas Securities
Texas
$593K -$7.93K -46 -1%
CHA
2207
Cooper/Haims Advisors
New York
$592K +$33.3K +193 +6%
FCIM
2208
Fairview Capital Investment Management
California
$591K -$9.31K -54 -1%
HIS
2209
Harvest Investment Services
Illinois
$591K +$5.86K +34 +0.9%
MC
2210
Montag & Caldwell
Georgia
$591K +$114K +660 +22%
AWM
2211
AllSquare Wealth Management
New York
$590K – – –
ACP
2212
Aveo Capital Partners
Colorado
$589K -$9.31K -54 -1%
FMP
2213
Financial Management Professionals
Texas
$589K +$26.5K +154 +4%
T
2214
TCWP
Ohio
$589K +$263K +1,524 +73%
ACI
2215
Alpha Cubed Investments
California
$588K -$173K -1,001 -22%
EAM
2216
Empirical Asset Management
Massachusetts
$587K +$172 +1 +0%
CWM
2217
Cranbrook Wealth Management
Michigan
$587K +$517 +3 +0.1%
FOA
2218
Five Oceans Advisors
California
$584K +$7.41K +43 +1%
CWM
2219
Connecticut Wealth Management
Connecticut
$581K -$26K -151 -4%
CAM
2220
Cubic Asset Management
Massachusetts
$581K – – –
DIM
2221
Delta Investment Management
California
$581K +$86.3K +501 +16%
HWMG
2222
Hurlow Wealth Management Group
Indiana
$580K +$6.38K +37 +1%
WAS
2223
Wealth Advisory Solutions
Indiana
$579K +$10.2K +59 +2%
SWM
2224
Silverlake Wealth Management
Vermont
$578K +$1.38K +8 +0.2%
CAM
2225
Covenant Asset Management
New Jersey
$578K – – –
87 88
89
90 91