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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
2351
Oxford Financial Group
Indiana
$623K -$167K -970 -21%
RP
2352
Rice Partnership
Hawaii
$623K +$5.5K +32 +0.9%
TF
2353
Tudor Financial
Ohio
$619K +$626K +3,641 New
HCM
2354
Hutchinson Capital Management
California
$619K -$11.2K -65 -2%
SCP
2355
Sivia Capital Partners
California
$619K +$29.4K +171 +5%
CF
2356
Clarity Financial
Texas
$618K +$52.7K +307 +9%
HCP
2357
Hardin Capital Partners
South Carolina
$617K -$9.96K -58 -2%
PCP
2358
Proficio Capital Partners
Massachusetts
$616K -$377K -2,195 -38%
NQWM
2359
Northwest Quadrant Wealth Management
Oregon
$616K +$3.61K +21 +0.6%
BLAM
2360
Bourne Lent Asset Management
New York
$615K -$1.72K -10 -0.3%
OL
2361
OneFund LLC
Florida
$614K +$1.89K +11 +0.3%
CISOA
2362
Capital Investment Services of America
Wisconsin
$614K -$34.4K -200 -5%
BW
2363
BIP Wealth
Georgia
$612K +$11.5K +67 +2%
IP
2364
Ignite Planners
California
$612K -$14.1K -82 -2%
MIM
2365
Merrion Investment Management
New Jersey
$611K – – –
CP
2366
Creekside Partners
California
$607K +$1.37K +8 +0.2%
WC
2367
Wynn Capital
Georgia
$607K -$4.29K -25 -0.7%
AG
2368
AIA Group
Hong Kong
$606K +$47.1K +274 +8%
HWMG
2369
Hurlow Wealth Management Group
Indiana
$606K -$2.06K -12 -0.3%
AWM
2370
AllSquare Wealth Management
New York
$606K – – –
TPCM
2371
Templeton & Phillips Capital Management
Tennessee
$605K +$3.26K +19 +0.5%
TAM
2372
Titleist Asset Management
Texas
$604K +$51.2K +298 +9%
IPAM
2373
Investment Partners Asset Management
New Jersey
$603K +$115K +672 +23%
RB
2374
Renasant Bank
Mississippi
$603K +$24.6K +143 +4%
NC
2375
Napatree Capital
Rhode Island
$601K +$87.1K +507 +17%
93 94
95
96 97