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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2326
Compass Capital Management
Minnesota
$644K – – –
LF
2327
LifeSteps Financial
California
$643K +$172 +1 +0%
CFGA
2328
Cambridge Financial Group (Arizona)
Arizona
$642K +$57.2K +333 +10%
PWM
2329
Prentice Wealth Management
New York
$641K +$38.3K +223 +6%
AA
2330
Argent Advisors
Louisiana
$640K – – –
CIG
2331
Cairn Investment Group
Washington
$637K – – –
PFG
2332
PAX Financial Group
Texas
$637K +$64.6K +376 +11%
CAM
2333
Covenant Asset Management
New Jersey
$636K – – –
SL
2334
Summitry LLC
California
$636K +$91.7K +534 +17%
AIM
2335
Arcadia Investment Management
Michigan
$635K -$605K -3,521 -49%
LSC
2336
Lesa Sroufe & Co
Washington
$634K – – –
IWS
2337
Insight Wealth Strategies
California
$633K +$639K +3,722 New
CCM
2338
Carlson Capital Management
Minnesota
$632K +$91.7K +534 +17%
SIC
2339
Samalin Investment Counsel
New York
$629K -$12.4K -72 -2%
CCFM
2340
Clear Creek Financial Management
Washington
$629K +$27.7K +161 +5%
MC
2341
Montag & Caldwell
Georgia
$629K – – –
CWM
2342
Cranbrook Wealth Management
Michigan
$629K +$2.06K +12 +0.3%
FC
2343
Financial Council
Maryland
$628K -$43K -250 -6%
GF
2344
GGM Financials
Ohio
$627K +$101K +589 +19%
CFG
2345
Cooper Financial Group
California
$627K -$36.9K -215 -6%
SHGA
2346
Sand Hill Global Advisors
California
$626K +$19.6K +114 +3%
BB
2347
Burford Brothers
Texas
$625K -$515 -3 -0.1%
RCM
2348
Riverpark Capital Management
New York
$625K -$196K -1,143 -24%
UCI
2349
Uncommon Cents Investing
Wisconsin
$624K -$6.87K -40 -1%
VPP
2350
Vertex Planning Partners
Illinois
$624K -$4.29K -25 -0.7%
92 93
94
95 96