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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2301
Cypress Wealth Services
California
$369K -$134K -868 -26%
BWA
2302
Beam Wealth Advisors
Louisiana
$369K +$13.5K +87 +4%
HC
2303
Hamilton Capital
Ohio
$369K +$106K +686 +39%
SIC
2304
Samalin Investment Counsel
New York
$368K +$929 +6 +0.2%
ECAM
2305
East Coast Asset Management
Massachusetts
$367K – – –
MSR
2306
Main Street Research
Connecticut
$366K -$51.2K -331 -12%
KP
2307
Keel Point
Alabama
$366K -$2.01K -13 -0.5%
GPWA
2308
Great Point Wealth Advisors
Massachusetts
$366K +$67.2K +434 +22%
NED
2309
Nancy E. Dempze
$365K -$6.81K -44 -2%
VFM
2310
Vivid Financial Management
California
$365K – – –
JAFL
2311
Jay A. Fishman Ltd
Michigan
$364K – – –
LC
2312
Lindbrook Capital
California
$364K +$1.24K +8 +0.3%
WLIM
2313
White Lighthouse Investment Management
Massachusetts
$362K -$30K -194 -7%
FSA
2314
Fort Sheridan Advisors
Illinois
$362K -$8.98K -58 -2%
FNBOSM
2315
First National Bank of South Miami
Florida
$362K -$1.7K -11 -0.5%
SGK
2316
Steigerwald Gordon & Koch
Virginia
$362K +$155 +1 +0%
CSWG
2317
Cardinal Strategic Wealth Guidance
Kentucky
$361K -$23.1K -149 -6%
RIG
2318
RiverFront Investment Group
Virginia
$361K -$8.51K -55 -2%
SOAMC
2319
Spirit of America Management Corp
New York
$361K – – –
I2I
2320
Insight 2811 Inc
Illinois
$360K +$6.19K +40 +2%
AWM
2321
Atticus Wealth Management
Florida
$359K +$12.5K +81 +4%
CCC
2322
Chelsea Counsel Company
California
$358K – – –
HA
2323
HYA Advisors
Missouri
$357K – – –
FFS
2324
Founders Financial Securities
Maryland
$356K -$48.6K -314 -12%
KLI
2325
Kelman-Lazarov Inc
Tennessee
$356K -$11.8K -76 -3%
91 92
93
94 95