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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
2251
Lehman & Derafelo Financial Resources
Pennsylvania
$398K – – –
AA
2252
AlphaMark Advisors
Kentucky
$396K -$17.8K -125 -4%
SHGA
2253
Sand Hill Global Advisors
California
$395K -$33.4K -235 -8%
SFS
2254
Summit Financial Strategies
Ohio
$395K +$4.83K +34 +1%
SDWMA
2255
Schneider Downs Wealth Management Advisors
Pennsylvania
$394K +$8.1K +57 +2%
LWM
2256
Liberty Wealth Management
California
$393K +$144K +1,015 +55%
CCC
2257
Crescent Capital Consulting
Louisiana
$392K +$376K +2,647 New
FA
2258
Fagan Associates
New York
$390K +$284 +2 +0.1%
AFA
2259
Atlanta Financial Associates
Georgia
$390K +$1.28K +9 +0.3%
AWM
2260
Atticus Wealth Management
Florida
$390K +$30.3K +213 +9%
ACI
2261
Alpha Cubed Investments
California
$389K -$26.9K -189 -7%
OWM
2262
Opes Wealth Management
California
$389K -$995 -7 -0.3%
PC
2263
Port Capital
Illinois
$389K – – –
TFA
2264
Trinity Financial Advisors
Ohio
$389K +$372K +2,620 New
KFA
2265
Krane Funds Advisors
New York
$389K +$373K +2,624 New
CAS
2266
Coppell Advisory Solutions
Texas
$389K +$373K +2,625 New
CSWG
2267
Cardinal Strategic Wealth Guidance
Kentucky
$388K – – –
BB
2268
Bell Bank
North Dakota
$388K +$2.7K +19 +0.7%
WIC
2269
Whitegate Investment Counselors
New Hampshire
$386K – – –
MAM
2270
MMA Asset Management
Pennsylvania
$386K +$370K +2,600 New
KLI
2271
Kelman-Lazarov Inc
Tennessee
$384K +$7.11K +50 +2%
FNBOSM
2272
First National Bank of South Miami
Florida
$383K -$9.81K -69 -3%
HFP
2273
Holistic Financial Partners
Indiana
$379K +$17.1K +120 +5%
WA
2274
Wealth Architects
California
$378K -$6.96K -49 -2%
TFGT
2275
TS Financial Group (TSFG)
Illinois
$378K +$4.83K +34 +1%
89 90
91
92 93