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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
I
2301
INVST
Indiana
$228K +$1.22K +9 +0.5%
AA
2302
Advisory Alpha
Michigan
$228K -$14.1K -104 -6%
GA
2303
Geller Advisors
New York
$227K +$256K +1,892 New
OWM
2304
Orgel Wealth Management
Wisconsin
$226K +$20.9K +155 +9%
RSWM
2305
Robertson Stephens Wealth Management
California
$226K +$254K +1,881 New
RWM
2306
Rench Wealth Management
Texas
$225K -$138K -1,018 -35%
BWM
2307
Benchmark Wealth Management
Connecticut
$225K – – –
AIP
2308
Almanack Investment Partners
Pennsylvania
$225K +$254K +1,876 New
DOA
2309
D'Orazio & Associates
Virginia
$223K – – –
SRSA
2310
S.R. Schill & Associates
Washington
$222K – – –
AAM
2311
Augustine Asset Management
Florida
$221K -$44.9K -332 -15%
FNC
2312
First National Corp
Massachusetts
$221K – – –
I2I
2313
Insight 2811 Inc
Illinois
$218K – – –
CF
2314
Corrigan Financial
Rhode Island
$217K -$2.03K -15 -0.8%
OBGC
2315
O'Brien Greene & Co
Pennsylvania
$217K – – –
SBA
2316
Secrest Blakey & Associates
North Carolina
$217K – – –
DI
2317
Diligent Investors
California
$217K +$45.7K +338 +23%
OWP
2318
Obermeyer Wealth Partners
Colorado
$216K -$15.9K -118 -6%
MWM
2319
Merriman Wealth Management
Washington
$216K -$5.27K -39 -2%
LIM
2320
Lathrop Investment Management
Arkansas
$216K – – –
CAN
2321
Claraphi Advisory Network
United States
$215K +$243K +1,796 New
CWM
2322
Campbell Wealth Management
Virginia
$214K -$138K -1,022 -36%
LFG
2323
Larson Financial Group
Missouri
$214K +$10.9K +81 +5%
LFG
2324
LifePlan Financial Group
Ohio
$213K – – –
LWA
2325
Lenox Wealth Advisors
New York
$212K -$135K -1,002 -36%
91 92
93
94 95