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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2226
Capital Advisors Wealth Management
Washington
$699K -$69.3K -423 -8%
BIP
2227
Blueprint Investment Partners
North Carolina
$698K +$17.7K +108 +2%
MWM
2228
Mattern Wealth Management
Kansas
$698K -$45.4K -277 -6%
ACA
2229
American Capital Advisory
Idaho
$696K – – –
4A
2230
4Wealth Advisors
Illinois
$695K +$749K +4,573 New
HCMG
2231
Howard Capital Management Group
California
$695K – – –
TM
2232
TigerOak Management
New Mexico
$694K +$747K +4,562 New
CA
2233
Capital Advantage
California
$693K +$747K +4,560 New
CP
2234
Clarendon Private
Massachusetts
$693K +$747K +4,559 New
BP
2235
Broadleaf Partners
Ohio
$693K -$18K -110 -2%
NFC
2236
Northstar Financial Companies
Pennsylvania
$693K +$746K +4,556 New
FFA
2237
Fortune Financial Advisors
Kansas
$689K +$44.7K +273 +6%
SLT
2238
St Louis Trust
Missouri
$688K – – –
AF
2239
Apexium Financial
Texas
$686K +$443K +2,702 +153%
EIA
2240
Edgemoor Investment Advisors
Maryland
$685K – – –
SCA
2241
Sandy Cove Advisors
Massachusetts
$685K -$43.6K -266 -6%
VI
2242
Versor Investments
New York
$684K +$737K +4,500 New
AA
2243
Alta Advisers
United Kingdom
$684K +$96.7K +590 +15%
HCA
2244
Horan Capital Advisors
Ohio
$681K – – –
FB
2245
First Bancorp
Maine
$681K – – –
FC
2246
Fjell Capital
North Dakota
$680K +$732K +4,470 New
MIC
2247
Meridian Investment Counsel
California
$679K – – –
LWM
2248
LongView Wealth Management
Georgia
$678K +$15.6K +95 +2%
LFA
2249
Laraway Financial Advisors
Minnesota
$677K +$77K +470 +12%
PCP
2250
Proficio Capital Partners
Massachusetts
$677K +$135K +824 +23%
88 89
90
91 92