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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
2376
Burton Enright Welch
California
$642K +$4.88K +29 +0.8%
EFA
2377
Evernest Financial Advisors
Indiana
$641K -$54K -321 -8%
RP
2378
Rice Partnership
Hawaii
$635K -$25.3K -150 -4%
CCG
2379
Catalina Capital Group
California
$635K +$611K +3,629 New
CHA
2380
Cooper/Haims Advisors
New York
$635K – – –
BLAM
2381
Bourne Lent Asset Management
New York
$634K – – –
DOA
2382
D'Orazio & Associates
Virginia
$634K – – –
SHGA
2383
Sand Hill Global Advisors
California
$634K -$30.6K -182 -5%
MIM
2384
Merrion Investment Management
New Jersey
$634K – – –
CAM
2385
Cubic Asset Management
Massachusetts
$632K – – –
SFA
2386
Souders Financial Advisors
Ohio
$631K -$24.1K -143 -4%
PC
2387
Pecaut & Co
Iowa
$630K – – –
RCM
2388
Raleigh Capital Management
North Carolina
$629K -$23.1K -137 -4%
C
2389
Certuity
Florida
$629K -$163K -967 -21%
IP
2390
Ignite Planners
California
$626K -$111K -662 -15%
PFG
2391
PAX Financial Group
Texas
$626K -$51.5K -306 -8%
VC
2392
Vicus Capital
Pennsylvania
$626K +$135K +802 +29%
AFPL
2393
Advus Financial Partners, LLC
Florida
$624K +$130K +770 +28%
AWM
2394
AllSquare Wealth Management
New York
$623K – – –
NQWM
2395
Northwest Quadrant Wealth Management
Oregon
$623K -$34K -202 -5%
FEM
2396
Fulcrum Equity Management
Texas
$623K +$102K +603 +20%
SFG
2397
SNS Financial Group
Minnesota
$622K +$14K +83 +2%
PPP
2398
Private Portfolio Partners
New Jersey
$621K +$30.6K +182 +5%
WC
2399
Wynn Capital
Georgia
$620K -$4.88K -29 -0.8%
CAM
2400
Covenant Asset Management
New Jersey
$620K – – –
94 95
96
97 98