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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2426
Sterling Financial Planning
New Jersey
$492K +$15K +101 +3%
RP
2427
Rice Partnership
Hawaii
$491K -$48.5K -326 -9%
CCT
2428
Capital City Trust
Florida
$491K +$119K +800 +32%
UCI
2429
Uncommon Cents Investing
Wisconsin
$489K -$8.93K -60 -2%
RS
2430
R Squared
Hong Kong
$489K +$473K +3,180 +3,975%
APC
2431
Aspire Private Capital
North Carolina
$488K +$149 +1 +0%
CC
2432
Cadinha & Co
Hawaii
$487K -$112K -754 -19%
SHGA
2433
Sand Hill Global Advisors
California
$487K +$45.5K +306 +10%
MA
2434
MJP Associates
Connecticut
$487K -$102K -685 -17%
HFRG
2435
Houlihan Financial Resource Group
Virginia
$486K -$11.9K -80 -2%
SWMG
2436
Stillwater Wealth Management Group
Florida
$486K -$74.4K -500 -13%
RWM
2437
Revisor Wealth Management
Ohio
$486K +$278K +1,871 +137%
AP
2438
Adero Partners
California
$485K +$48.8K +328 +11%
IAP
2439
Indie Asset Partners
Indiana
$484K -$30.4K -204 -6%
CP
2440
Creekside Partners
California
$482K -$27.7K -186 -5%
SIC
2441
Sigma Investment Counselors
Michigan
$482K -$211K -1,415 -31%
RFG
2442
Range Financial Group
Oregon
$482K +$138K +928 +41%
BEW
2443
Burton Enright Welch
California
$482K -$29.6K -199 -6%
CPC
2444
Consolidated Planning Corp
Georgia
$479K -$40.6K -273 -8%
IWA
2445
Inspirion Wealth Advisors
Illinois
$479K +$29.8K +200 +7%
FNBOMD
2446
First National Bank of Mount Dora
Florida
$479K – – –
TC
2447
Truvestments Capital
Florida
$478K +$52.7K +354 +12%
DIM
2448
Delta Investment Management
California
$478K -$233K -1,566 -33%
TFP
2449
Tilia Fiduciary Partners
North Carolina
$478K -$9.23K -62 -2%
AWA
2450
AGH Wealth Advisors
Kansas
$477K +$7.14K +48 +2%
96 97
98
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