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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2276
PDS Planning
Ohio
$283K -$12.4K -91 -4%
MM
2277
Meridian Management
Arkansas
$283K – – –
BCA
2278
Bay Colony Advisors
Massachusetts
$283K +$22K +162 +9%
MG
2279
Mather Group
Illinois
$282K +$280K +2,061 New
WCM
2280
Windsor Capital Management
Arizona
$281K +$817 +6 +0.3%
MA
2281
MONECO Advisors
Connecticut
$279K -$9.53K -70 -3%
RCA
2282
Rowland Carmichael Advisors
Arizona
$278K – – –
CP
2283
Camelot Portfolios
Ohio
$278K +$55K +404 +25%
ACM
2284
Armbruster Capital Management
New York
$277K – – –
AFAS
2285
Acorn Financial Advisory Services
Virginia
$276K +$275K +2,021 New
MCWA
2286
Meadow Creek Wealth Advisors
Georgia
$276K +$275K +2,022 New
HCA
2287
Heck Capital Advisors
Wisconsin
$276K +$9.94K +73 +4%
CIC
2288
Cornercap Investment Counsel
Georgia
$275K +$5.99K +44 +2%
SAG
2289
Spotlight Asset Group
Illinois
$274K +$279K +2,053 New
GPWA
2290
Great Point Wealth Advisors
Massachusetts
$273K – – –
GCM
2291
Grisanti Capital Management
New York
$273K – – –
CCFM
2292
Clear Creek Financial Management
Washington
$271K +$2.59K +19 +1%
RIG
2293
Roosevelt Investment Group
New York
$271K +$7.21K +53 +3%
WQ
2294
Wealth Quarterback
New Jersey
$271K +$5.85M +42,967 New
VFP
2295
Verus Financial Partners
Virginia
$270K +$4.22K +31 +2%
AC
2296
Avestar Capital
New York
$270K +$27.8K +204 +12%
CBOR
2297
Community Bank of Raymore
Missouri
$269K +$27.2K +200 +11%
TC
2298
Tatro Capital
Kentucky
$269K +$268K +1,969 New
AA
2299
Argent Advisors
Louisiana
$268K +$264K +1,938 New
SL
2300
Stevard LLC
Illinois
$268K +$267K +1,960 New
90 91
92
93 94