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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCCM
2226
Bridge Creek Capital Management
Massachusetts
$610K – – –
TWI
2227
Thomas White International
Illinois
$607K – – –
SWM
2228
Silverlake Wealth Management
Vermont
$604K +$567K +3,474 New
AG
2229
AlphaSimPlex Group
Massachusetts
$603K -$663K -4,057 -54%
AFM
2230
Andesa Financial Management
Pennsylvania
$603K +$11.8K +72 +2%
VCM
2231
Versant Capital Management
Arizona
$601K -$1.63K -10 -0.3%
WP
2232
Wealthspan Partners
Iowa
$601K +$565K +3,459 New
KW
2233
KWB Wealth
California
$600K +$330K +2,021 +141%
CBT
2234
Central Bank & Trust
Kentucky
$599K – – –
RFM
2235
Royal Fund Management
Florida
$599K +$15.4K +94 +3%
AWA
2236
Arkadios Wealth Advisors
Georgia
$599K +$34.6K +212 +7%
RFA
2237
RTD Financial Advisors
Pennsylvania
$599K +$563K +3,448 New
CHA
2238
Cooper/Haims Advisors
New York
$596K – – –
ZAM
2239
Zevin Asset Management
Massachusetts
$594K -$14.9K -91 -3%
IFWM
2240
Institute for Wealth Management
Colorado
$594K +$2.61K +16 +0.5%
ABLA
2241
Alan B. Lancz & Associates
Ohio
$594K +$558K +3,417 New
IPAM
2242
ICICI Prudential Asset Management
India
$593K +$557K +3,412 New
VIM
2243
VELA Investment Management
Ohio
$592K +$556K +3,407 New
PA
2244
Probity Advisors
Texas
$591K -$85.6K -524 -13%
CIG
2245
Cairn Investment Group
Washington
$591K – – –
BAG
2246
Briggs Advisory Group
Rhode Island
$590K +$554K +3,394 New
SFG
2247
Sovereign Financial Group
Connecticut
$589K +$39.5K +242 +8%
AWP
2248
Abacus Wealth Partners
California
$589K +$12.3K +75 +2%
CWM
2249
Connecticut Wealth Management
Connecticut
$588K -$31.2K -191 -5%
SIM
2250
SSI Investment Management
California
$588K -$817 -5 -0.1%
88 89
90
91 92