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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2476
Sugarloaf Wealth Management
Georgia
$250K – – –
WDL
2477
Well Done LLC
Michigan
$250K +$240K +1,687 New
BA
2478
Ballew Advisors
Mississippi
$249K +$11.1K +78 +5%
FWP
2479
Firethorn Wealth Partners
Georgia
$249K +$238K +1,676 New
PM
2480
Parametrica Management
Hong Kong
$249K +$238K +1,677 New
SFA
2481
Source Financial Advisors
New York
$249K +$239K +1,678 New
KFS
2482
Kelly Financial Services
Massachusetts
$248K -$995 -7 -0.4%
GSIS
2483
Global Strategic Investment Solutions
Arizona
$248K – – –
DI
2484
Diligent Investors
California
$248K +$1.14K +8 +0.5%
BIA
2485
Barry Investment Advisors
Massachusetts
$247K – – –
LSWM
2486
Lorne Steinberg Wealth Management
Canada
$246K +$235K +1,650 New
PWM
2487
PRW Wealth Management
Massachusetts
$245K – – –
CP
2488
Camelot Portfolios
Ohio
$245K +$426 +3 +0.2%
LIG
2489
Lokken Investment Group
Delaware
$245K +$235K +1,654 New
CFSG
2490
Community Financial Services Group
Vermont
$244K -$56.9K -400 -20%
AC
2491
Avestar Capital
New York
$244K -$28.9K -203 -11%
LWA
2492
Lenox Wealth Advisors
New York
$243K -$1.56K -11 -0.7%
BFA
2493
Benedict Financial Advisors
Georgia
$243K – – –
JWM
2494
Janiczek Wealth Management
Colorado
$243K +$37.1K +261 +19%
FCM
2495
Firestone Capital Management
Florida
$242K – – –
3F
2496
360 Financial
Minnesota
$241K +$21.2K +149 +10%
LFS
2497
Legacy Financial Strategies
Kansas
$239K -$4.12K -29 -2%
BFG
2498
Bouchey Financial Group
New York
$239K +$142 +1 +0.1%
GP
2499
Greenline Partners
New York
$237K +$1.56K +11 +0.7%
IAS
2500
IMA Advisory Services
Colorado
$236K -$21.3K -150 -9%
98 99
100
101 102