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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
2276
Demars Financial Group
Washington
$388K -$36.7K -252 -9%
SA
2277
SL Advisors
New Jersey
$388K -$3.21K -22 -0.8%
TFA
2278
Trinity Financial Advisors
Ohio
$388K – – –
FMP
2279
Financial Management Professionals
Texas
$388K +$8.01K +55 +2%
KF
2280
Krilogy Financial
Missouri
$387K -$3.93K -27 -1%
UBG
2281
United Bank (Georgia)
Georgia
$386K -$27.4K -188 -7%
WIC
2282
Whitegate Investment Counselors
New Hampshire
$386K – – –
HR
2283
Hayden Royal
North Carolina
$386K +$3.93K +27 +1%
WLIM
2284
White Lighthouse Investment Management
Massachusetts
$386K +$15.3K +105 +4%
BIP
2285
Blueprint Investment Partners
North Carolina
$386K +$171K +1,171 +81%
EIG
2286
Ellenbecker Investment Group
Wisconsin
$385K -$15.6K -107 -4%
MAM
2287
MMA Asset Management
Pennsylvania
$385K – – –
LPIC
2288
LeJeune Puetz Investment Counsel
Michigan
$384K -$43.7K -300 -10%
FA
2289
Fagan Associates
New York
$384K +$146 +1 +0%
WDG
2290
Wealth Dimensions Group
Ohio
$383K +$38.2K +262 +11%
PGA
2291
Portland Global Advisors
Maine
$382K -$13.3K -91 -3%
BOS
2292
Bingham Osborn & Scarborough
California
$382K +$3.79K +26 +1%
SFS
2293
Summit Financial Strategies
Ohio
$382K +$4.52K +31 +1%
AA
2294
AlphaMark Advisors
Kentucky
$381K -$14.6K -100 -4%
QCM
2295
Quest Capital Management
Texas
$381K +$41.4K +284 +12%
AWM
2296
Accurate Wealth Management
Florida
$381K +$374K +2,570 New
DBRC
2297
D.B. Root & Company
Pennsylvania
$379K -$7.43K -51 -2%
PWMG
2298
Prestige Wealth Management Group
New Jersey
$379K +$45.7K +314 +14%
CSWG
2299
Cardinal Strategic Wealth Guidance
Kentucky
$377K -$437 -3 -0.1%
BA
2300
Ballew Advisors
Mississippi
$376K -$155K -1,067 -30%
90 91
92
93 94