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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
2376
Milestone Investment Advisors
Wisconsin
$566K +$606K +3,338 New
ES
2377
ETF Store
Kansas
$566K +$4.18K +23 +0.7%
WF
2378
Wayfinding Financial
Washington
$564K -$4.9K -27 -0.8%
APC
2379
Aspire Private Capital
North Carolina
$563K -$95.7K -527 -14%
LWM
2380
Liberty Wealth Management
California
$563K -$15.4K -85 -2%
LAM
2381
LifePro Asset Management
California
$562K -$52.7K -290 -8%
AA
2382
Auxano Advisors
Washington
$561K +$24.2K +133 +4%
MIM
2383
Merrion Investment Management
New Jersey
$558K – – –
RFA
2384
Register Financial Advisors
Georgia
$558K -$47.2K -260 -7%
GLA
2385
Good Life Advisors
Pennsylvania
$557K -$24.3K -134 -4%
HSWM
2386
Hubbell Strickland Wealth Management
Louisiana
$557K +$1.09K +6 +0.2%
TCM
2387
Tanaka Capital Management
New York
$555K -$10.9K -60 -2%
PWA
2388
PCG Wealth Advisors
Kansas
$555K +$2.36K +13 +0.4%
PRS
2389
Pinkerton Retirement Specialists
Idaho
$554K -$14.9K -82 -2%
KIA
2390
KLR Investment Advisors
Rhode Island
$554K +$9.44K +52 +2%
HFRG
2391
Houlihan Financial Resource Group
Virginia
$552K +$597K +3,289 New
FCIM
2392
Fairview Capital Investment Management
California
$551K +$545 +3 +0.1%
OFG
2393
Oxford Financial Group
Indiana
$550K -$239K -1,318 -29%
NQWM
2394
Northwest Quadrant Wealth Management
Oregon
$549K +$2.54K +14 +0.4%
SHGA
2395
Sand Hill Global Advisors
California
$547K -$57.4K -316 -9%
ZIG
2396
Zuckerman Investment Group
Illinois
$543K +$64.8K +357 +13%
IIM
2397
Ironwood Investment Management
Massachusetts
$541K – – –
MGWM
2398
Marks Group Wealth Management
Minnesota
$541K – – –
CWC
2399
Carolinas Wealth Consulting
North Carolina
$540K +$2.18K +12 +0.1%
LSIA
2400
LaSalle St. Investment Advisors
Illinois
$540K +$124K +684 +27%
94 95
96
97 98