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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
2451
Horizon Investment Services
Indiana
$279K +$275K +1,885 New
MM
2452
Meridian Management
Arkansas
$278K +$7.29K +50 +3%
GWM
2453
Gray Wealth Management
Maine
$277K -$49.4K -339 -15%
WOSD
2454
WFA of San Diego
California
$277K +$4.66K +32 +2%
HFP
2455
Holistic Financial Partners
Indiana
$276K -$18.9K -130 -7%
TCM
2456
Tradewinds Capital Management
Washington
$276K +$291 +2 +0.1%
CA
2457
Centerpoint Advisors
Massachusetts
$276K +$192K +1,317 +242%
AIA
2458
Arbor Investment Advisors
North Carolina
$275K +$583 +4 +0.2%
HFG
2459
Heron Financial Group
New York
$275K +$16K +110 +6%
SRSA
2460
S.R. Schill & Associates
Washington
$274K – – –
CBOR
2461
Community Bank of Raymore
Missouri
$273K – – –
HFA
2462
Hoover Financial Advisors
Pennsylvania
$273K – – –
SL
2463
Salomon & Ludwin
Virginia
$272K +$30K +206 +13%
CF
2464
Corrigan Financial
Rhode Island
$272K – – –
SFA
2465
Source Financial Advisors
New York
$271K +$583 +4 +0.2%
ACA
2466
Affinity Capital Advisors
California
$270K +$7.29K +50 +3%
SWA
2467
Sax Wealth Advisors
New Jersey
$268K +$264K +1,809 New
WPA
2468
Winning Points Advisors
Florida
$267K -$60.8K -417 -19%
LP
2469
LGL Partners
Pennsylvania
$267K -$31.5K -216 -11%
NJBEST
2470
New Jersey Better Educational Savings Trust
New Jersey
$267K – – –
WFA
2471
Wellspring Financial Advisors
Ohio
$266K -$41.4K -284 -14%
TIA
2472
Tandem Investment Advisors
South Carolina
$266K -$38.3K -263 -13%
PRWA
2473
Platte River Wealth Advisors
Colorado
$266K – – –
OWM
2474
Orgel Wealth Management
Wisconsin
$265K – – –
GSEP
2475
Golden State Equity Partners
California
$265K +$27.8K +191 +12%
97 98
99
100 101