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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
2351
Wynn Capital
Georgia
$593K +$8.63K +50 +1%
MIM
2352
Merrion Investment Management
New Jersey
$593K – – –
BEW
2353
Burton Enright Welch
California
$593K -$13.5K -78 -2%
DF
2354
Donoghue Forlines
Massachusetts
$591K -$39K -226 -6%
HWMG
2355
Hurlow Wealth Management Group
Indiana
$590K +$14.3K +83 +2%
RCM
2356
Raleigh Capital Management
North Carolina
$589K -$4.14K -24 -0.7%
SHGA
2357
Sand Hill Global Advisors
California
$589K -$9.49K -55 -2%
BWM
2358
BlackDiamond Wealth Management
New York
$588K -$12.8K -74 -2%
CP
2359
Creekside Partners
California
$588K +$615K +3,564 New
AWM
2360
AllSquare Wealth Management
New York
$587K – – –
GLA
2361
Good Life Advisors
Pennsylvania
$587K +$65.6K +380 +12%
QFA
2362
Quantum Financial Advisors
California
$587K +$6.9K +40 +1%
TAM
2363
Tucker Asset Management
Colorado
$585K +$42.6K +247 +7%
PWM
2364
Prentice Wealth Management
New York
$585K +$1.21K +7 +0.2%
LAM
2365
LifePro Asset Management
California
$585K +$12.8K +74 +2%
SFG
2366
SNS Financial Group
Minnesota
$585K +$3.11K +18 +0.5%
GCP
2367
GSA Capital Partners
United Kingdom
$584K +$611K +3,542 New
CCFM
2368
Clear Creek Financial Management
Washington
$584K +$46.3K +268 +8%
AP
2369
Adero Partners
California
$584K +$136K +790 +29%
TPCM
2370
Templeton & Phillips Capital Management
Tennessee
$583K – – –
BW
2371
BIP Wealth
Georgia
$583K -$115K -666 -16%
CPC
2372
Consolidated Planning Corp
Georgia
$580K -$29.7K -172 -5%
DCM
2373
DGS Capital Management
New Jersey
$578K +$209K +1,211 +53%
FNBOMD
2374
First National Bank of Mount Dora
Florida
$577K – – –
BSSFA
2375
Baron Silver Stevens Financial Advisors
Florida
$577K -$32.3K -187 -5%
93 94
95
96 97