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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2201
Gables Capital Management
Florida
$739K +$2.1K +12 +0.3%
CP
2202
Covenant Partners
Tennessee
$730K -$109K -625 -14%
GPI
2203
General Partner Inc
Pennsylvania
$730K +$7.69K +44 +1%
GWP
2204
Gateway Wealth Partners
Wisconsin
$729K +$12.4K +71 +2%
RWPA
2205
Richard W. Paul & Associates
Michigan
$727K +$23.1K +132 +3%
RPA
2206
Rock Point Advisors
Vermont
$725K -$28K -160 -4%
FC
2207
Financial Council
Maryland
$724K – – –
SFA
2208
Souders Financial Advisors
Ohio
$721K +$2.8K +16 +0.4%
SCA
2209
Sippican Capital Advisors
Massachusetts
$719K – – –
TIM
2210
Tortoise Investment Management
New York
$716K – – –
BCM
2211
Basso Capital Management
Connecticut
$715K – – –
SIA
2212
Soltis Investment Advisors
Utah
$715K +$82.7K +473 +14%
MWPCG
2213
Measured Wealth Private Client Group
New Hampshire
$715K -$22.5K -129 -3%
AIA
2214
Alera Investment Advisors
Illinois
$714K -$10.1K -58 -1%
WF
2215
Wayfinding Financial
Washington
$713K +$178K +1,016 +35%
AGP
2216
Autumn Glory Partners
Texas
$708K -$599K -3,426 -47%
APC
2217
Aspire Private Capital
North Carolina
$707K -$13.6K -78 -2%
MC
2218
Montag & Caldwell
Georgia
$704K +$7.87K +45 +1%
WA
2219
Wealth Architects
California
$704K -$8.22K -47 -1%
ACI
2220
Alpha Cubed Investments
California
$703K -$54.4K -311 -7%
RP
2221
Rice Partnership
Hawaii
$699K – – –
KS
2222
Karpas Strategies
Connecticut
$697K +$2.62K +15 +0.4%
HCM
2223
Hutchinson Capital Management
California
$696K -$15K -86 -2%
SCM
2224
SOL Capital Management
Maryland
$694K -$8.04K -46 -1%
CISOA
2225
Capital Investment Services of America
Wisconsin
$694K -$35K -200 -5%
87 88
89
90 91