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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2326
LifeSteps Financial
California
$643K +$172 +1 +0%
CFGA
2327
Cambridge Financial Group (Arizona)
Arizona
$642K +$57.2K +333 +10%
PWM
2328
Prentice Wealth Management
New York
$641K +$38.3K +223 +6%
AA
2329
Argent Advisors
Louisiana
$640K – – –
CIG
2330
Cairn Investment Group
Washington
$637K – – –
PFG
2331
PAX Financial Group
Texas
$637K +$64.6K +376 +11%
CAM
2332
Covenant Asset Management
New Jersey
$636K – – –
SL
2333
Summitry LLC
California
$636K +$91.7K +534 +17%
AIM
2334
Arcadia Investment Management
Michigan
$635K -$605K -3,521 -49%
LSC
2335
Lesa Sroufe & Co
Washington
$634K – – –
IWS
2336
Insight Wealth Strategies
California
$633K +$639K +3,722 New
CCM
2337
Carlson Capital Management
Minnesota
$632K +$91.7K +534 +17%
SIC
2338
Samalin Investment Counsel
New York
$629K -$12.4K -72 -2%
CCFM
2339
Clear Creek Financial Management
Washington
$629K +$27.7K +161 +5%
MC
2340
Montag & Caldwell
Georgia
$629K – – –
CWM
2341
Cranbrook Wealth Management
Michigan
$629K +$2.06K +12 +0.3%
FC
2342
Financial Council
Maryland
$628K -$43K -250 -6%
GF
2343
GGM Financials
Ohio
$627K +$101K +589 +19%
CFG
2344
Cooper Financial Group
California
$627K -$36.9K -215 -6%
SHGA
2345
Sand Hill Global Advisors
California
$626K +$19.6K +114 +3%
BB
2346
Burford Brothers
Texas
$625K -$515 -3 -0.1%
RCM
2347
Riverpark Capital Management
New York
$625K -$196K -1,143 -24%
UCI
2348
Uncommon Cents Investing
Wisconsin
$624K -$6.87K -40 -1%
VPP
2349
Vertex Planning Partners
Illinois
$624K -$4.29K -25 -0.7%
RWA
2350
Redhawk Wealth Advisors
Minnesota
$624K -$16.3K -95 -3%
92 93
94
95 96