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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2426
Clarendon Private
Massachusetts
$440K -$55.9K -374 -10%
EWP
2427
Equity Wealth Partners
Missouri
$439K +$485K +3,245 New
MWM
2428
Mattern Wealth Management
Kansas
$439K -$748 -5 -0.2%
FCIM
2429
Fairview Capital Investment Management
California
$438K -$14.2K -95 -3%
FWA
2430
Flagship Wealth Advisors
Massachusetts
$437K +$16.1K +108 +3%
RCA
2431
Riverview Capital Advisers
Massachusetts
$436K +$31.7K +212 +7%
STA
2432
Smith Thornton Advisors
Alabama
$435K -$10.2K -68 -2%
GWP
2433
Gen-Wealth Partners
Michigan
$435K -$180K -1,205 -27%
CWM
2434
Cranbrook Wealth Management
Michigan
$434K +$748 +5 +0.2%
ALA
2435
Atlas Legacy Advisors
California
$434K +$115K +772 +33%
MFP
2436
Meramec Financial Planners
Missouri
$434K +$132K +884 +40%
CC
2437
Cadinha & Co
Hawaii
$433K – – –
MJP
2438
Michael J. Puzo
$433K -$325K -2,175 -40%
FA
2439
FDx Advisors
Illinois
$433K -$52.3K -350 -10%
SSCA
2440
South Shore Capital Advisors
Massachusetts
$433K – – –
AWA
2441
Alaska Wealth Advisors
Alaska
$433K +$56.7K +379 +13%
RC
2442
Rexford Capital
Texas
$432K +$13.3K +89 +3%
SHGA
2443
Sand Hill Global Advisors
California
$432K +$5.53K +37 +1%
JF
2444
Joule Financial
Kentucky
$432K +$6.28K +42 +1%
TAM
2445
Titleist Asset Management
Texas
$432K -$7.18K -48 -1%
MWA
2446
Medallion Wealth Advisors
Connecticut
$431K -$2.39K -16 -0.5%
BW
2447
Blalock Williams
Alabama
$431K -$16.1K -108 -3%
AFC
2448
Avise Financial Cooperative
California
$431K +$87.2K +583 +22%
E
2449
Evansbrook
Illinois
$430K – – –
SFP
2450
Sterling Financial Planning
New Jersey
$430K +$299 +2 +0.1%
96 97
98
99 100