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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2376
PCG Wealth Advisors
Kansas
$562K -$550K -3,085 -50%
IWM
2377
Iams Wealth Management
Nebraska
$561K +$554K +3,105 New
AP
2378
Arlington Partners
Alabama
$561K +$49.6K +278 +10%
MA
2379
MONECO Advisors
Connecticut
$560K -$25K -140 -4%
SCA
2380
Sage Capital Advisors
South Dakota
$560K +$553K +3,098 New
PCG
2381
Prosperity Consulting Group
Maryland
$559K +$118K +662 +27%
KF
2382
Krilogy Financial
Missouri
$559K +$26.9K +151 +5%
HHGA
2383
Halbert Hargrove Global Advisors
California
$558K -$60.1K -337 -10%
BB
2384
Bell Bank
North Dakota
$558K +$178 +1 +0%
CBFP
2385
Cedar Brook Financial Partners
Ohio
$556K +$27.5K +154 +5%
CGH
2386
CMG Global Holdings
Texas
$555K -$4.46K -25 -0.8%
VC
2387
Vicus Capital
Pennsylvania
$553K -$201K -1,129 -27%
AWA
2388
Aletheian Wealth Advisors
Washington
$551K +$544K +3,052 New
KIA
2389
KLR Investment Advisors
Rhode Island
$551K +$541K +3,034 New
RCA
2390
Riverview Capital Advisers
Massachusetts
$551K – – –
RWA
2391
Rooted Wealth Advisors
Illinois
$551K +$544K +3,050 New
PD
2392
Planning Directions
Pennsylvania
$550K – – –
HS
2393
Horan Securities
United States
$549K +$7.31K +41 +1%
PW
2394
Peninsula Wealth
California
$548K +$5.53K +31 +1%
CCIA
2395
Cherry Creek Investment Advisors
Colorado
$547K +$2.14K +12 +0.4%
SF
2396
Summit Financial
New Jersey
$545K -$288K -1,617 -35%
FPWM
2397
FSB Premier Wealth Management
Iowa
$545K -$50.1K -281 -9%
MIM
2398
Morningstar Investment Management
Illinois
$545K +$538K +3,014 New
LCM
2399
Legato Capital Management
California
$545K +$538K +3,014 New
WDG
2400
Wealth Dimensions Group
Ohio
$543K +$35.9K +201 +7%
94 95
96
97 98