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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AM
2501
Atwater Malick
Pennsylvania
$406K +$50.7K +339 +13%
MFG
2502
Midwest Financial Group
Kansas
$405K +$25.1K +168 +6%
BWP
2503
Balboa Wealth Partners
Arizona
$404K -$4.19K -28 -0.9%
ASG
2504
Advisory Solutions Group
Minnesota
$404K +$446K +2,982 New
GCM
2505
G2 Capital Management
Ohio
$403K -$2.09K -14 -0.5%
GWM
2506
Gilpin Wealth Management
Colorado
$403K -$6.88K -46 -2%
DWA
2507
Delos Wealth Advisors
Texas
$402K – – –
CCA
2508
Corps Capital Advisors
Texas
$401K -$671K -4,485 -60%
S
2509
Sunpointe
Missouri
$401K -$14.8K -99 -3%
WSFG
2510
Wall Street Financial Group
Illinois
$401K -$34.5K -231 -7%
WWA
2511
Wingate Wealth Advisors
Massachusetts
$400K – – –
1WM
2512
1900 Wealth Management
Texas
$400K -$80.7K -540 -15%
SAM
2513
Secure Asset Management
Michigan
$400K +$51.1K +342 +13%
BCM
2514
Brooktree Capital Management
Michigan
$399K – – –
HWMC
2515
Heritage Wealth Management (California)
California
$399K +$150 +1 +0%
SP
2516
SmartHarvest Portfolios
Washington
$399K +$27.5K +184 +7%
FC
2517
Financial Consulate
Maryland
$398K -$17.9K -120 -4%
IIM
2518
Ironwood Investment Management
Massachusetts
$398K – – –
GI
2519
Gradient Investments
Minnesota
$398K -$228K -1,524 -34%
AMG
2520
Advisors Management Group
Wisconsin
$398K -$7.63K -51 -2%
ANC
2521
Ames National Corp
Iowa
$398K -$12.3K -82 -3%
KA
2522
KDT Advisors
New York
$398K +$9.12K +61 +2%
VCM
2523
Virtue Capital Management
Tennessee
$397K -$12.1K -81 -3%
CWA
2524
CM Wealth Advisors
Ohio
$396K -$164K -1,097 -27%
FCA
2525
FLC Capital Advisors
California
$396K -$49.3K -330 -10%
99 100
101
102 103