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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
6F
2351
626 Financial
Michigan
$580K – – –
BOM
2352
Bank of Marin
California
$580K – – –
LF
2353
LifeSteps Financial
California
$578K +$29.4K +165 +5%
IIM
2354
Ironwood Investment Management
Massachusetts
$577K – – –
WFA
2355
Websterrogers Financial Advisors
South Carolina
$576K -$9.99K -56 -2%
MCM
2356
MV Capital Management
Maryland
$575K -$170K -951 -23%
AA
2357
Auxano Advisors
Washington
$574K – – –
BCM
2358
Birmingham Capital Management
Alabama
$574K – – –
FA
2359
Fagan Associates
New York
$573K +$104K +582 +22%
CBT
2360
Central Bank & Trust
Kentucky
$572K +$3.92K +22 +0.7%
SEP
2361
Southland Equity Partners
Missouri
$571K +$43.2K +242 +8%
GAMC
2362
Garner Asset Management Corp
Texas
$571K – – –
GC
2363
Garde Capital
Washington
$571K +$15.9K +89 +3%
VPP
2364
Vertex Planning Partners
Illinois
$568K +$561K +3,146 New
SSA
2365
South Street Advisors
New York
$566K +$12.5K +70 +2%
LAM
2366
L2 Asset Management
Massachusetts
$566K +$66.4K +372 +13%
CAL
2367
Capital Advisors Ltd
Ohio
$566K +$135K +755 +24%
BA
2368
Ballast Advisors
Minnesota
$566K +$2.67K +15 +0.5%
RB
2369
Renasant Bank
Mississippi
$565K +$38.2K +214 +7%
GAM
2370
GEM Asset Management
Michigan
$564K +$557K +3,122 New
OIS
2371
Okabena Investment Services
Minnesota
$563K +$12.7K +71 +2%
MIM
2372
Marco Investment Management
Georgia
$563K – – –
OPOWM
2373
One Plus One Wealth Management
Florida
$563K +$10.7K +60 +2%
DIM
2374
Delta Investment Management
California
$563K -$78.8K -442 -12%
PWA
2375
PCG Wealth Advisors
Kansas
$562K -$550K -3,085 -50%
93 94
95
96 97