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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2476
Waterfront Wealth
Kansas
$560K +$5.22K +31 +1%
PWA
2477
Prairie Wealth Advisors
Nebraska
$560K +$534K +3,174 New
ACGA
2478
Atlanta Consulting Group Advisors
Georgia
$559K +$538K +3,196 New
DIM
2479
Delta Investment Management
California
$559K -$2.36K -14 -0.4%
RIG
2480
RiverFront Investment Group
Virginia
$559K – – –
WA
2481
WealthTrust Axiom
Pennsylvania
$558K -$33.5K -199 -6%
IIM
2482
Ironwood Investment Management
Massachusetts
$556K -$2.52K -15 -0.5%
GLA
2483
Good Life Advisors
Pennsylvania
$556K +$4.54K +27 +0.9%
CCM
2484
Carlson Capital Management
Minnesota
$555K -$579K -3,438 -52%
EWM
2485
Edge Wealth Management
New York
$551K +$18.5K +110 +4%
PW
2486
Peninsula Wealth
California
$550K -$7.74K -46 -1%
CMS
2487
Capital Market Strategies
Florida
$547K -$5.05K -30 -1%
VCM
2488
Versant Capital Management
Arizona
$547K -$85.5K -508 -14%
AWM
2489
Aviso Wealth Management
Washington
$546K +$87.2K +518 +20%
NAMM
2490
NorthStar Asset Management (Massachusetts)
Massachusetts
$546K -$1.68K -10 -0.3%
AA
2491
Argent Advisors
Louisiana
$544K -$6.73K -40 -1%
AWA
2492
Adapt Wealth Advisors
Georgia
$544K +$523K +3,108 New
CM
2493
Capula Management
Cayman Islands
$544K +$523K +3,106 New
Q
2494
QVR
California
$544K +$523K +3,106 New
VCM
2495
Virtue Capital Management
Tennessee
$543K -$188K -1,114 -26%
RCA
2496
Riverview Capital Advisers
Massachusetts
$542K +$2.69K +16 +0.5%
GC
2497
Garde Capital
Washington
$542K -$87.7K -521 -14%
6F
2498
626 Financial
Michigan
$542K -$673 -4 -0.1%
SIG
2499
Spinnaker Investment Group
California
$542K – – –
NCM
2500
Nelson Capital Management
California
$542K +$521K +3,095 New
98 99
100
101 102