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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2226
WealthBridge Capital Management
Ohio
$700K -$819 -5 -0.1%
KMWM
2227
Keudell/Morrison Wealth Management
Oregon
$699K +$117K +712 +18%
CAWM
2228
Capital Advisors Wealth Management
Washington
$699K -$69.3K -423 -8%
BIP
2229
Blueprint Investment Partners
North Carolina
$698K +$17.7K +108 +2%
MWM
2230
Mattern Wealth Management
Kansas
$698K -$45.4K -277 -6%
ACA
2231
American Capital Advisory
Idaho
$696K – – –
4A
2232
4Wealth Advisors
Illinois
$695K +$749K +4,573 New
HCMG
2233
Howard Capital Management Group
California
$695K – – –
TM
2234
TigerOak Management
New Mexico
$694K +$747K +4,562 New
CA
2235
Capital Advantage
California
$693K +$747K +4,560 New
CP
2236
Clarendon Private
Massachusetts
$693K +$747K +4,559 New
BP
2237
Broadleaf Partners
Ohio
$693K -$18K -110 -2%
NFC
2238
Northstar Financial Companies
Pennsylvania
$693K +$746K +4,556 New
FFA
2239
Fortune Financial Advisors
Kansas
$689K +$44.7K +273 +6%
SLT
2240
St Louis Trust
Missouri
$688K – – –
AF
2241
Apexium Financial
Texas
$686K +$443K +2,702 +153%
EIA
2242
Edgemoor Investment Advisors
Maryland
$685K – – –
SCA
2243
Sandy Cove Advisors
Massachusetts
$685K -$43.6K -266 -6%
VI
2244
Versor Investments
New York
$684K +$737K +4,500 New
AA
2245
Alta Advisers
United Kingdom
$684K +$96.7K +590 +15%
HCA
2246
Horan Capital Advisors
Ohio
$681K – – –
FB
2247
First Bancorp
Maine
$681K – – –
FC
2248
Fjell Capital
North Dakota
$680K +$732K +4,470 New
MIC
2249
Meridian Investment Counsel
California
$679K – – –
LWM
2250
LongView Wealth Management
Georgia
$678K +$15.6K +95 +2%
88 89
90
91 92