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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
2301
180 Wealth Advisors
Washington
$512K +$166K +964 +44%
CAL
2302
Capital Advisors Ltd
Ohio
$510K -$2.24K -13 -0.4%
BA
2303
Ballast Advisors
Minnesota
$509K -$2.07K -12 -0.4%
MIM
2304
Marco Investment Management
Georgia
$509K +$7.07K +41 +1%
CGH
2305
CMG Global Holdings
Texas
$506K +$7.58K +44 +1%
DC
2306
DeDora Capital
California
$505K +$517 +3 +0.1%
BB
2307
Bell Bank
North Dakota
$504K -$2.93K -17 -0.5%
BFAG
2308
Blackston Financial Advisory Group
Florida
$503K +$31.9K +185 +7%
TWA
2309
Tillar-Wenstrup Advisors
Ohio
$502K – – –
SFG
2310
Sunburst Financial Group
Alabama
$502K +$1.55K +9 +0.3%
AA
2311
Alesco Advisors
New York
$501K -$34.5K -200 -6%
GC
2312
Garde Capital
Washington
$501K +$73.2K +425 +16%
SSA
2313
South Street Advisors
New York
$500K – – –
TF
2314
Trek Financial
Arizona
$499K -$14.8K -86 -3%
IFS
2315
Intelligent Financial Strategies
Minnesota
$499K +$862 +5 +0.2%
FFWM
2316
Future Financial Wealth Management
Ohio
$499K +$11.5K +67 +2%
OPOWM
2317
One Plus One Wealth Management
Florida
$499K +$34.5K +200 +7%
RCA
2318
Riverview Capital Advisers
Massachusetts
$498K +$21.9K +127 +4%
HC
2319
Hamilton Capital
Ohio
$497K -$56.2K -326 -10%
MIM
2320
Merrion Investment Management
New Jersey
$497K – – –
PD
2321
Planning Directions
Pennsylvania
$497K +$2.24K +13 +0.4%
OIS
2322
Okabena Investment Services
Minnesota
$497K +$404K +2,347 +335%
CWM
2323
Castle Wealth Management
Florida
$496K +$35.5K +206 +7%
LF
2324
LifeSteps Financial
California
$496K +$57.2K +332 +12%
CCIA
2325
Cherry Creek Investment Advisors
Colorado
$493K +$1.9K +11 +0.4%
91 92
93
94 95