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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
2401
Everhart Financial Group
Ohio
$288K +$275K +1,937 New
AA
2402
ALPS Advisors
Colorado
$287K -$8.39K -59 -3%
MIG
2403
McGuire Investment Group
Rhode Island
$286K – – –
TCPWM
2404
Traverso Chambers Private Wealth Management
California
$286K – – –
FPIS
2405
Financial Planning & Information Services
Wisconsin
$285K – – –
HFA
2406
Hoover Financial Advisors
Pennsylvania
$285K +$27.6K +194 +11%
HPCM
2407
Hunter Perkins Capital Management
Illinois
$285K +$274K +1,925 New
LFG
2408
Larson Financial Group
Missouri
$284K -$5.97K -42 -2%
CP
2409
Coho Partners
Pennsylvania
$284K -$3.7K -26 -1%
RWM
2410
Rench Wealth Management
Texas
$284K +$1.99K +14 +0.7%
HC
2411
Hamilton Capital
Ohio
$284K +$272K +1,917 New
CWA
2412
Clearview Wealth Advisors
Oregon
$284K +$273K +1,918 New
BAM
2413
Bellevue Asset Management
Washington
$283K -$28.3K -199 -9%
FSA
2414
Fort Sheridan Advisors
Illinois
$283K – – –
HWA
2415
HHM Wealth Advisors
Tennessee
$283K +$30.6K +215 +13%
HH
2416
HWG Holdings
Texas
$283K +$66.1K +465 +32%
LA
2417
Legacy Advisors
Pennsylvania
$282K -$18.3K -129 -6%
KBG
2418
Kahn Brothers Group
New York
$282K -$14.2K -100 -5%
FCFC
2419
First Citizens Financial Corp
Iowa
$280K -$63.8K -449 -19%
ACA
2420
Affinity Capital Advisors
California
$280K – – –
SAG
2421
Spotlight Asset Group
Illinois
$280K +$4.97K +35 +2%
BWM
2422
Benchmark Wealth Management
Connecticut
$277K – – –
BMCM
2423
Bryn Mawr Capital Management
Pennsylvania
$277K +$56.9K +400 +27%
MW
2424
MBL Wealth
North Carolina
$277K +$266K +1,868 New
CIC
2425
Cornercap Investment Counsel
Georgia
$275K -$5.83K -41 -2%
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97
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