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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
2426
Fairview Capital Investment Management
California
$575K +$22.4K +135 +4%
IP
2427
Intellectus Partners
California
$575K -$24.9K -150 -4%
WA
2428
WealthTrust Axiom
Pennsylvania
$575K +$4.15K +25 +0.7%
MGAM
2429
McGowan Group Asset Management
Texas
$574K – – –
CG
2430
Clifford Group
Massachusetts
$574K -$5.64K -34 -1%
RIS
2431
Retirement Income Solutions
Michigan
$574K -$49.8K -300 -8%
IFWM
2432
Institute for Wealth Management
Colorado
$573K -$2.82K -17 -0.5%
FNBOH
2433
First National Bank of Hutchinson
Kansas
$573K -$829 -5 -0.1%
PPP
2434
Private Portfolio Partners
New Jersey
$572K -$4.31K -26 -0.8%
LAM
2435
LifePro Asset Management
California
$570K +$6.47K +39 +1%
CBNLCF
2436
Cognios Beta Neutral Large Cap Fund
Kansas
$568K -$179K -1,078 -24%
CWC
2437
Carolinas Wealth Consulting
North Carolina
$568K +$2.65K +16 +0.1%
RWA
2438
Rooted Wealth Advisors
Illinois
$568K +$15.1K +91 +3%
RTC
2439
Riverview Trust Company
Washington
$567K -$31K -187 -5%
SWP
2440
Strategic Wealth Partners
Ohio
$567K -$28.5K -172 -5%
BSSFA
2441
Baron Silver Stevens Financial Advisors
Florida
$566K -$24.7K -149 -4%
OFG
2442
Oxford Financial Group
Indiana
$566K +$14.8K +89 +3%
WHCI
2443
W.H. Cornerstone Investments
Massachusetts
$565K +$114K +685 +26%
FA
2444
Fagan Associates
New York
$564K -$21.4K -129 -4%
FA
2445
Faithward Advisors
Pennsylvania
$561K +$29.2K +176 +6%
APC
2446
Aspire Private Capital
North Carolina
$561K -$3.65K -22 -0.7%
MCM
2447
MV Capital Management
Maryland
$560K -$20.2K -122 -4%
SFSG
2448
Sound Financial Strategies Group
Mississippi
$560K -$265K -1,600 -33%
FFC
2449
First Financial Corp
Indiana
$560K +$21.6K +130 +4%
HFRG
2450
Houlihan Financial Resource Group
Virginia
$559K – – –
96 97
98
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