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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2426
Cooper/Haims Advisors
New York
$446K – – –
OFA
2427
Orographic Financial Advisors
Colorado
$445K -$15K -100 -3%
CA
2428
Capital Advantage
California
$445K -$18.4K -123 -4%
BWFA
2429
Baltimore-Washington Financial Advisors
Maryland
$443K +$3.59K +24 +0.7%
FA
2430
Fagan Associates
New York
$442K +$299 +2 +0.1%
KAM
2431
Knightsbridge Asset Management
California
$442K -$247K -1,653 -34%
MQWP
2432
Morey & Quinn Wealth Partners
Nebraska
$442K -$4.49K -30 -0.9%
RFP
2433
Root Financial Partners
California
$441K +$51K +341 +12%
APC
2434
Aspire Private Capital
North Carolina
$441K -$29.8K -199 -6%
CCM
2435
Chilton Capital Management
Texas
$440K +$16.4K +110 +4%
AWMS
2436
Advocacy Wealth Management Services
Georgia
$440K +$29.2K +195 +6%
NQWM
2437
Northwest Quadrant Wealth Management
Oregon
$440K +$4.19K +28 +0.9%
CP
2438
Clarendon Private
Massachusetts
$440K -$55.9K -374 -10%
EWP
2439
Equity Wealth Partners
Missouri
$439K +$485K +3,245 New
MWM
2440
Mattern Wealth Management
Kansas
$439K -$748 -5 -0.2%
FCIM
2441
Fairview Capital Investment Management
California
$438K -$14.2K -95 -3%
FWA
2442
Flagship Wealth Advisors
Massachusetts
$437K +$16.1K +108 +3%
RCA
2443
Riverview Capital Advisers
Massachusetts
$436K +$31.7K +212 +7%
STA
2444
Smith Thornton Advisors
Alabama
$435K -$10.2K -68 -2%
GWP
2445
Gen-Wealth Partners
Michigan
$435K -$180K -1,205 -27%
CWM
2446
Cranbrook Wealth Management
Michigan
$434K +$748 +5 +0.2%
ALA
2447
Atlas Legacy Advisors
California
$434K +$115K +772 +33%
MFP
2448
Meramec Financial Planners
Missouri
$434K +$132K +884 +40%
CC
2449
Cadinha & Co
Hawaii
$433K – – –
MJP
2450
Michael J. Puzo
$433K -$325K -2,175 -40%
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