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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2476
Darwin Wealth Management
Florida
$250K -$99.6K -701 -29%
SWM
2477
Sugarloaf Wealth Management
Georgia
$250K – – –
WDL
2478
Well Done LLC
Michigan
$250K +$240K +1,687 New
BA
2479
Ballew Advisors
Mississippi
$249K +$11.1K +78 +5%
FWP
2480
Firethorn Wealth Partners
Georgia
$249K +$238K +1,676 New
PM
2481
Parametrica Management
Hong Kong
$249K +$238K +1,677 New
SFA
2482
Source Financial Advisors
New York
$249K +$239K +1,678 New
KFS
2483
Kelly Financial Services
Massachusetts
$248K -$995 -7 -0.4%
GSIS
2484
Global Strategic Investment Solutions
Arizona
$248K – – –
DI
2485
Diligent Investors
California
$248K +$1.14K +8 +0.5%
BIA
2486
Barry Investment Advisors
Massachusetts
$247K – – –
LSWM
2487
Lorne Steinberg Wealth Management
Canada
$246K +$235K +1,650 New
PWM
2488
PRW Wealth Management
Massachusetts
$245K – – –
CP
2489
Camelot Portfolios
Ohio
$245K +$426 +3 +0.2%
LIG
2490
Lokken Investment Group
Delaware
$245K +$235K +1,654 New
CFSG
2491
Community Financial Services Group
Vermont
$244K -$56.9K -400 -20%
AC
2492
Avestar Capital
New York
$244K -$28.9K -203 -11%
LWA
2493
Lenox Wealth Advisors
New York
$243K -$1.56K -11 -0.7%
BFA
2494
Benedict Financial Advisors
Georgia
$243K – – –
JWM
2495
Janiczek Wealth Management
Colorado
$243K +$37.1K +261 +19%
FCM
2496
Firestone Capital Management
Florida
$242K – – –
3F
2497
360 Financial
Minnesota
$241K +$21.2K +149 +10%
LFS
2498
Legacy Financial Strategies
Kansas
$239K -$4.12K -29 -2%
BFG
2499
Bouchey Financial Group
New York
$239K +$142 +1 +0.1%
GP
2500
Greenline Partners
New York
$237K +$1.56K +11 +0.7%
98 99
100
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