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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
2476
Financial Enhancement Group
Indiana
$68K -$2.04K -15 -3%
CAM
2477
CenterStar Asset Management
Illinois
$68K – – –
WCM
2478
Wealthcare Capital Management
Virginia
$68K +$13.9K +102 +26%
MAWCM
2479
Mine & Arao Wealth Creation & Management
California
$68K +$67.5K +496 New
IA
2480
IndexIQ Advisors
New York
$66K +$65.7K +483 New
JWM
2481
Janiczek Wealth Management
Colorado
$64K +$21.1K +155 +50%
BCI
2482
Brinker Capital Investments
Pennsylvania
$63K -$9.25K -68 -13%
TAIM
2483
TD Ameritrade Investment Management
Nebraska
$61K +$6.4K +47 +12%
ST
2484
Sageworth Trust
Pennsylvania
$59K -$205K -1,507 -78%
JAM
2485
JCIC Asset Management
Ontario, Canada
$59K – – –
WLPWM
2486
Walled Lake Planning & Wealth Management
Illinois
$56K +$56.2K +413 New
AI
2487
ArchPoint Investors
Florida
$55K – – –
SFG
2488
Sowa Financial Group
Rhode Island
$51K +$50.4K +370 New
TCWM
2489
Total Clarity Wealth Management
Illinois
$51K +$50.4K +370 New
LWS
2490
Lucia Wealth Services
California
$48K +$10.1K +74 +27%
CWA
2491
Capital Wealth Alliance
Arizona
$48K +$46K +338 New
SQA
2492
Simon Quick Advisors
New Jersey
$46K +$16.1K +118 +54%
SFPG
2493
Stonebridge Financial Planning Group
Florida
$46K +$45.9K +337 New
EI
2494
Ellevest Inc
New York
$43K +$16.9K +124 +64%
CFN
2495
Cordasco Financial Network
Florida
$41K – – –
RIA
2496
RPG Investment Advisory
California
$41K – – –
SA
2497
SRH Advisors
Kansas
$41K – – –
ETC
2498
Exchange Traded Concepts
Oklahoma
$40K +$39.9K +293 New
GWMIA
2499
Global Wealth Management Investment Advisory
Florida
$38K -$8.3K -61 -18%
PC
2500
Permanens Capital
New York
$37K +$30.6K +225 +511%
98 99
100
101 102