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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
2376
Willow Creek Wealth Management
California
$304K – – –
AM
2377
Atwater Malick
Pennsylvania
$303K -$22K -155 -7%
JPMIA
2378
J.P. Marvel Investment Advisors
Massachusetts
$301K – – –
WFA
2379
Wellspring Financial Advisors
Ohio
$300K -$23.7K -167 -8%
RWM
2380
Raffa Wealth Management
District of Columbia
$300K +$2.84K +20 +1%
LP
2381
LGL Partners
Pennsylvania
$299K -$14.2K -100 -5%
CWM
2382
Cabot Wealth Management
Massachusetts
$299K +$76.8K +540 +37%
BCP
2383
Berkeley Capital Partners
Georgia
$298K -$27.7K -195 -9%
GPWA
2384
Great Point Wealth Advisors
Massachusetts
$296K – – –
HA
2385
Harfst & Associates
Wyoming
$295K -$24.6K -173 -8%
W
2386
WealthOne
New York
$295K -$7.11K -50 -2%
DPI
2387
Diversified Portfolios Inc
Michigan
$295K – – –
TF
2388
TimeScale Financial
Massachusetts
$294K -$15.6K -110 -5%
CAM
2389
CenterStar Asset Management
Illinois
$293K – – –
PGA
2390
Portland Global Advisors
Maine
$293K – – –
BBA
2391
Braun-Bostich & Associates
Pennsylvania
$292K -$733K -5,159 -72%
MFP
2392
Meridian Financial Partners
Virginia
$292K – – –
APW
2393
Austin Private Wealth
Texas
$292K +$280K +1,971 New
SL
2394
Stevard LLC
Illinois
$291K -$1.62M -11,375 -85%
FIA
2395
Foundations Investment Advisors
Arizona
$291K -$117K -826 -29%
FFG
2396
Ford Financial Group
California
$291K – – –
ABTD
2397
Arvest Bank Trust Division
Oklahoma
$290K -$426 -3 -0.2%
TCM
2398
Tradewinds Capital Management
Washington
$290K +$426 +3 +0.2%
RAM
2399
Riggs Asset Management
Pennsylvania
$288K -$19.2K -135 -6%
PDM
2400
Penn Davis McFarland
Texas
$288K – – –
94 95
96
97 98