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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2251
Accurate Wealth Management
Florida
$575K -$5.39K -32 -0.9%
RFA
2252
RTD Financial Advisors
Pennsylvania
$575K -$3.2K -19 -0.5%
CHA
2253
Cooper/Haims Advisors
New York
$572K – – –
BBNA
2254
Bremer Bank National Association
Minnesota
$571K -$35.7K -212 -6%
FC
2255
Financial Council
Maryland
$570K -$21.2K -126 -4%
SIA
2256
Soltis Investment Advisors
Utah
$570K +$8.08K +48 +1%
MAG
2257
MRA Advisory Group
New Jersey
$569K -$84K -499 -13%
BAG
2258
Briggs Advisory Group
Rhode Island
$566K – – –
RHP
2259
Royal Harbor Partners
Texas
$565K +$3.54K +21 +0.6%
AFM
2260
Andesa Financial Management
Pennsylvania
$565K +$18K +107 +3%
TCM
2261
Tanaka Capital Management
New York
$564K – – –
SAS
2262
Sanford Advisory Services
Michigan
$564K +$74.7K +444 +15%
LAS
2263
LWM Advisory Services
Florida
$564K +$208K +1,238 +58%
HC
2264
Hamilton Capital
Ohio
$562K +$7.41K +44 +1%
KMWM
2265
Keudell/Morrison Wealth Management
Oregon
$558K +$842 +5 +0.1%
SIM
2266
SSI Investment Management
California
$557K – – –
SFG
2267
SNS Financial Group
Minnesota
$556K -$40.1K -238 -7%
LPIC
2268
LeJeune Puetz Investment Counsel
Michigan
$556K – – –
CRI
2269
Colonial River Investments
Virginia
$554K -$141K -839 -20%
WP
2270
Wealthspan Partners
Iowa
$554K -$7.07K -42 -1%
MA
2271
MONECO Advisors
Connecticut
$554K +$110K +653 +24%
HHGA
2272
Halbert Hargrove Global Advisors
California
$552K +$29.5K +175 +6%
LC
2273
Landaas & Company
Wisconsin
$549K +$1.51K +9 +0.3%
BAAM
2274
Baker Avenue Asset Management
California
$549K +$32.7K +194 +6%
CIP
2275
Convergence Investment Partners
Florida
$548K -$5.89K -35 -1%
89 90
91
92 93