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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2501
Adapt Wealth Advisors
Georgia
$411K – – –
TGIA
2502
Torrey Growth & Income Advisors
California
$410K +$299 +2 +0.1%
AFG
2503
ABLE Financial Group
Arizona
$410K -$25.4K -170 -5%
KWA
2504
Kellett Wealth Advisors
Ohio
$409K +$43.7K +292 +11%
GCM
2505
Gables Capital Management
Florida
$408K -$29.9K -200 -6%
PF
2506
Parker Financial
Washington
$408K -$9.12K -61 -2%
HC
2507
Hamilton Capital
Ohio
$407K -$75.2K -503 -14%
CWMG
2508
Compass Wealth Management (Georgia)
Georgia
$406K +$150 +1 +0%
GCM
2509
Graver Capital Management
Ohio
$406K – – –
IA
2510
Insight Advisors
Pennsylvania
$406K -$24.8K -166 -5%
FMN
2511
Financial Management Network
California
$406K +$299 +2 +0.1%
DIM
2512
Delta Investment Management
California
$406K +$299 +2 +0.1%
AM
2513
Atwater Malick
Pennsylvania
$406K +$50.7K +339 +13%
MFG
2514
Midwest Financial Group
Kansas
$405K +$25.1K +168 +6%
BWP
2515
Balboa Wealth Partners
Arizona
$404K -$4.19K -28 -0.9%
ASG
2516
Advisory Solutions Group
Minnesota
$404K +$446K +2,982 New
GCM
2517
G2 Capital Management
Ohio
$403K -$2.09K -14 -0.5%
GWM
2518
Gilpin Wealth Management
Colorado
$403K -$6.88K -46 -2%
DWA
2519
Delos Wealth Advisors
Texas
$402K – – –
CCA
2520
Corps Capital Advisors
Texas
$401K -$671K -4,485 -60%
S
2521
Sunpointe
Missouri
$401K -$14.8K -99 -3%
WSFG
2522
Wall Street Financial Group
Illinois
$401K -$34.5K -231 -7%
WWA
2523
Wingate Wealth Advisors
Massachusetts
$400K – – –
1WM
2524
1900 Wealth Management
Texas
$400K -$80.7K -540 -15%
SAM
2525
Secure Asset Management
Michigan
$400K +$51.1K +342 +13%
99 100
101
102 103