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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
2301
Fort Point Capital Partners
California
$621K +$24.6K +141 +4%
1WM
2302
1900 Wealth Management
Texas
$621K – – –
LB
2303
Leo Brokerage
Texas
$621K +$595K +3,404 New
TFP
2304
Tilia Fiduciary Partners
North Carolina
$619K -$3.04M -17,374 -84%
BAG
2305
Briggs Advisory Group
Rhode Island
$619K – – –
IFWM
2306
Institute for Wealth Management
Colorado
$618K -$36.9K -211 -6%
CBT
2307
Central Bank & Trust
Kentucky
$617K +$38.5K +220 +7%
MGAM
2308
McGowan Group Asset Management
Texas
$615K +$2.45K +14 +0.4%
LPIC
2309
LeJeune Puetz Investment Counsel
Michigan
$615K +$5.94K +34 +1%
DI
2310
Disciplined Investments
Oklahoma
$614K +$183K +1,049 +45%
RIG
2311
RiverFront Investment Group
Virginia
$614K -$77.8K -445 -12%
RW
2312
REDW Wealth
New Mexico
$613K +$105K +599 +22%
OTL
2313
Oak Thistle LLC
New York
$612K +$587K +3,358 New
FA
2314
Faithward Advisors
Pennsylvania
$612K +$547K +3,132 New
SIC
2315
Samalin Investment Counsel
New York
$611K +$3.67K +21 +0.6%
LA
2316
Lane & Associates
New Jersey
$611K -$38.5K -220 -6%
JEST
2317
JTC Employer Solutions Trustee
Jersey
$611K – – –
GAAM
2318
Guinness Atkinson Asset Management
California
$610K +$12.6K +72 +2%
BMM
2319
Buffington Mohr McNeal
Idaho
$610K +$219K +1,250 +60%
SWA
2320
Sax Wealth Advisors
New Jersey
$610K – – –
TCM
2321
Tanaka Capital Management
New York
$609K -$874 -5 -0.1%
PFA
2322
Pure Financial Advisors
California
$608K +$17.1K +98 +3%
AC
2323
Avestar Capital
New York
$608K -$15.4K -88 -3%
GA
2324
Greytown Advisors
Florida
$607K -$6.47K -37 -1%
HFRG
2325
Houlihan Financial Resource Group
Virginia
$604K -$17.5K -100 -3%
91 92
93
94 95