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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
2301
Main Street Research
Connecticut
$266K -$13.5K -99 -5%
PDM
2302
Penn Davis McFarland
Texas
$266K +$265K +1,944 New
KFA
2303
Kays Financial Advisory
Georgia
$264K -$230K -1,688 -47%
BAM
2304
Bellevue Asset Management
Washington
$264K +$263K +1,934 New
MIG
2305
McGuire Investment Group
Rhode Island
$263K -$5.72K -42 -2%
I
2306
INVST
Indiana
$263K -$2.31K -17 -0.9%
CFW
2307
CA Family Wealth
California
$263K +$262K +1,926 New
OWP
2308
Obermeyer Wealth Partners
Colorado
$262K -$7.35K -54 -3%
EAM
2309
Evanson Asset Management
California
$261K – – –
W
2310
WealthOne
New York
$261K +$36.3K +267 +16%
WC
2311
Whitney & Co
New York
$260K -$13.6K -100 -5%
HS
2312
HighVista Strategies
Massachusetts
$260K +$259K +1,900 New
SFG
2313
Sunburst Financial Group
Alabama
$260K +$259K +1,902 New
KFS
2314
Kelly Financial Services
Massachusetts
$259K – – –
PWM
2315
Perigon Wealth Management
California
$257K +$18.2K +134 +8%
BWM
2316
Benchmark Wealth Management
Connecticut
$256K +$255K +1,871 New
WA
2317
Waverly Advisors
Alabama
$255K -$272 -2 -0.1%
DOA
2318
D'Orazio & Associates
Virginia
$254K – – –
AA
2319
Advisory Alpha
Michigan
$253K +$4.08K +30 +2%
SRSA
2320
S.R. Schill & Associates
Washington
$253K – – –
TFO
2321
Tarbox Family Office
California
$252K +$17K +125 +7%
MWM
2322
Merriman Wealth Management
Washington
$251K +$43.3K +318 +21%
AS
2323
Altshuler Shaham
Israel
$250K +$35.5K +261 +17%
CF
2324
Corrigan Financial
Rhode Island
$249K +$8.17K +60 +3%
VAG
2325
VisionPoint Advisory Group
Texas
$249K -$109K -804 -31%
91 92
93
94 95