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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JHP
2401
James Hambro & Partners
United Kingdom
$302K +$37.1K +240 +14%
WQ
2402
Wealth Quarterback
New Jersey
$301K -$774 -5 -0.2%
BAS
2403
Brown Advisory Securities
Maryland
$300K -$663K -4,286 -68%
HA
2404
Harfst & Associates
Wyoming
$299K – – –
VCM
2405
Vision Capital Management
Oregon
$299K – – –
MWP
2406
Meridian Wealth Partners
Pennsylvania
$298K -$6.35K -41 -2%
JPMIA
2407
J.P. Marvel Investment Advisors
Massachusetts
$298K – – –
JF
2408
JSF Financial
California
$298K +$35.6K +230 +13%
SC
2409
Scholtz & Company
Connecticut
$297K -$139K -900 -31%
POIA
2410
Pin Oak Investment Advisors
Texas
$296K – – –
AIP
2411
Ahrens Investment Partners
Louisiana
$295K – – –
BFA
2412
Beacon Financial Advisory
Ohio
$295K +$310 +2 +0.1%
AFP
2413
Advus Financial Partners
Florida
$294K +$262K +1,695 New
EP
2414
Edgestream Partners
New Jersey
$294K -$1.44M -9,274 -83%
FWM
2415
Focused Wealth Management
New York
$294K +$929 +6 +0.3%
KM
2416
Kalos Management
Georgia
$294K +$27.7K +179 +11%
FPIS
2417
Financial Planning & Information Services
Wisconsin
$293K +$3.71K +24 +1%
WCAMG
2418
Woodard & Company Asset Management Group
North Carolina
$293K +$89.8K +580 +42%
TW
2419
Towerpoint Wealth
California
$292K -$619 -4 -0.2%
PDM
2420
Penn Davis McFarland
Texas
$292K – – –
TCPWM
2421
Traverso Chambers Private Wealth Management
California
$291K +$310 +2 +0.1%
BAM
2422
Bellevue Asset Management
Washington
$291K +$619 +4 +0.2%
BWM
2423
Benchmark Wealth Management
Connecticut
$290K – – –
LIM
2424
Lathrop Investment Management
Arkansas
$289K – – –
PWM
2425
Prentice Wealth Management
New York
$289K +$1.7K +11 +0.6%
95 96
97
98 99