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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2226
Financial Management Professionals
Texas
$697K +$44.8K +251 +7%
SCM
2227
SOL Capital Management
Maryland
$696K +$8.21K +46 +1%
RWPA
2228
Richard W. Paul & Associates
Michigan
$696K +$687K +3,854 New
BBNA
2229
Bremer Bank National Association
Minnesota
$693K +$172K +965 +34%
RP
2230
Rice Partnership
Hawaii
$693K -$5.35K -30 -0.8%
CFO
2231
CVA Family Office
Colorado
$690K +$14.6K +82 +2%
MC
2232
Montag & Caldwell
Georgia
$689K +$34.8K +195 +5%
SMH
2233
Sanders Morris Harris
Texas
$689K – – –
RIG
2234
RiverFront Investment Group
Virginia
$688K – – –
KS
2235
Karpas Strategies
Connecticut
$688K -$3.03K -17 -0.4%
WW
2236
Waterfront Wealth
Kansas
$686K +$13.2K +74 +2%
ME
2237
McIlrath & Eck
Washington
$684K -$28K -157 -4%
CCM
2238
Compass Capital Management
Minnesota
$684K – – –
UCI
2239
Uncommon Cents Investing
Wisconsin
$684K – – –
CFP
2240
Catalyst Financial Partners
Massachusetts
$683K +$674K +3,780 New
LL
2241
LWMG LLC
Minnesota
$681K +$672K +3,770 New
SC
2242
Stephens Consulting
Michigan
$679K -$13.4K -75 -2%
EFH
2243
Eaton Financial Holdings
Florida
$679K +$670K +3,757 New
IFS
2244
Intelligent Financial Strategies
Minnesota
$677K +$119K +669 +22%
FH
2245
FWG Holdings
Florida
$675K +$381K +2,137 +134%
HAS
2246
HBW Advisory Services
California
$674K -$10.2K -57 -2%
RWP
2247
Ridgecrest Wealth Partners
California
$674K – – –
LSC
2248
Lesa Sroufe & Co
Washington
$673K – – –
AA
2249
Apriem Advisors
California
$672K -$15.2K -85 -2%
HAFS
2250
Hapanowicz & Associates Financial Services
Pennsylvania
$670K – – –
88 89
90
91 92