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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2251
LifeSteps Financial
California
$665K +$78.3K +448 +14%
EFH
2252
Eaton Financial Holdings
Florida
$665K -$19.1K -109 -3%
PCMF
2253
Private Capital Management (Florida)
Florida
$665K +$192K +1,100 +43%
FDS
2254
First Dallas Securities
Texas
$664K +$1.57K +9 +0.2%
PI
2255
PFS Investments
Georgia
$663K -$9.61K -55 -2%
KP
2256
Keel Point
Alabama
$662K +$36.9K +211 +6%
CHA
2257
Cooper/Haims Advisors
New York
$661K +$175 +1 +0%
HC
2258
Hamilton Capital
Ohio
$660K -$149K -852 -19%
WW
2259
Waterfront Wealth
Kansas
$658K -$75.7K -433 -11%
CAM
2260
Cubic Asset Management
Massachusetts
$658K +$8.56K +49 +1%
CWM
2261
Cranbrook Wealth Management
Michigan
$657K +$1.05K +6 +0.2%
CCP
2262
Cassia Capital Partners
North Carolina
$657K -$8.39K -48 -1%
BP
2263
Broadleaf Partners
Ohio
$656K -$2.62K -15 -0.4%
EAM
2264
Empirical Asset Management
Massachusetts
$655K -$76.4K -437 -11%
RP
2265
Rowlandmiller & Partners
Georgia
$653K -$9.79K -56 -2%
TWM
2266
Tradition Wealth Management
Minnesota
$652K +$194K +1,110 +45%
TLFA
2267
True Link Financial Advisors
California
$651K +$262K +1,500 +72%
MME
2268
Meag Munich Ergo
Germany
$650K -$2.81M -16,048 -82%
AWM
2269
AllSquare Wealth Management
New York
$650K – – –
SWM
2270
Silverlake Wealth Management
Vermont
$649K -$4.2K -24 -0.7%
VC
2271
Veracity Capital
Georgia
$647K -$21.2K -121 -3%
ES
2272
ETF Store
Kansas
$647K +$3.15K +18 +0.5%
HWMG
2273
Hurlow Wealth Management Group
Indiana
$646K -$1.05K -6 -0.2%
CAM
2274
Covenant Asset Management
New Jersey
$646K – – –
CWM
2275
Connecticut Wealth Management
Connecticut
$645K +$2.27K +13 +0.4%
89 90
91
92 93