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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
2226
Personal CFO Solutions
New Jersey
$589K -$24.6K -146 -4%
DIP
2227
DT Investment Partners
Pennsylvania
$589K +$12.5K +74 +2%
FOA
2228
Five Oceans Advisors
California
$589K +$18.9K +112 +3%
OFG
2229
Oxford Financial Group
Indiana
$589K +$110K +653 +23%
LDFR
2230
Lehman & Derafelo Financial Resources
Pennsylvania
$588K +$11.8K +70 +2%
HWA
2231
Heartwood Wealth Advisors
Virginia
$588K +$14K +83 +2%
HWMG
2232
Hurlow Wealth Management Group
Indiana
$586K – – –
MC
2233
Maverick Capital
Texas
$586K +$505 +3 +0.1%
GAMC
2234
Garner Asset Management Corp
Texas
$586K +$70.5K +419 +14%
IP
2235
Intellectus Partners
California
$585K +$1.68K +10 +0.3%
CFO
2236
CVA Family Office
Colorado
$585K +$81.8K +486 +16%
SPP
2237
Single Point Partners
Massachusetts
$583K +$58.9K +350 +11%
TWI
2238
Thomas White International
Illinois
$582K – – –
ES
2239
ETF Store
Kansas
$582K +$3.54K +21 +0.6%
WE
2240
Wealth Effects
Massachusetts
$582K +$25.3K +150 +4%
WAS
2241
Wealth Advisory Solutions
Indiana
$581K -$58.1K -345 -9%
WA
2242
Waverly Advisors
Alabama
$581K +$68.5K +407 +13%
BFS
2243
Bickling Financial Services
Massachusetts
$580K +$842 +5 +0.1%
NQWM
2244
Northwest Quadrant Wealth Management
Oregon
$580K +$2.52K +15 +0.4%
ZCM
2245
Ziegler Capital Management
Illinois
$580K +$586K +3,481 New
VCM
2246
Versant Capital Management
Arizona
$578K +$3.03K +18 +0.5%
CWC
2247
Carolinas Wealth Consulting
North Carolina
$578K +$2.74M +16,276 +477%
MFG
2248
Menard Financial Group
Texas
$577K -$125K -745 -18%
FMP
2249
Financial Management Professionals
Texas
$576K -$14.1K -84 -2%
AWM
2250
Accurate Wealth Management
Florida
$575K -$5.39K -32 -0.9%
88 89
90
91 92