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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
2501
Retirement Group
California
$14K -$3.13K -23 -18%
AI
2502
ArchPoint Investors
Florida
$14K – – –
BCM
2503
Bourgeon Capital Management
Connecticut
$14K – – –
IRAG
2504
Investment Research & Advisory Group
Georgia
$14K – – –
PFS
2505
Prospera Financial Services
Texas
$13K -$5.14M -37,776 -100%
TJHA
2506
Thomas J. Herzfeld Advisors
Florida
$11K – – –
NIM
2507
NuWave Investment Management
New Jersey
$10K -$989K -7,272 -99%
CAGAS
2508
Capital Advisory Group Advisory Services
Minnesota
$10K -$952 -7 -9%
BC
2509
Barnett & Company
Tennessee
$9K – – –
SGAM
2510
Smith Group Asset Management
Texas
$8K -$4.34M -31,940 -100%
AW
2511
Avion Wealth
Texas
$8K – – –
CIAS
2512
CBIZ Investment Advisory Services
Ohio
$7K – – –
PC
2513
Permanens Capital
New York
$6K – – –
UFF
2514
USA Financial Formulas
Michigan
$6K +$272 +2 +5%
CWA
2515
Carolina Wealth Advisors
South Carolina
$5K +$4.76K +35 New
LWA
2516
Lowe Wealth Advisors
Maryland
$4K – – –
FFW
2517
Fusion Family Wealth
New York
$3K -$35.1K -258 -91%
GWMIA
2518
Global Wealth Management Investment Advisory
Florida
$3K -$33.3K -245 -91%
F
2519
F3Logic
Minnesota
$2.33K -$79.6K -585 -3%
TFA
2520
Transamerica Financial Advisors
Florida
$2K -$211K -1,548 -99%
IF
2521
Ironwood Financial
Arizona
$2K – – –
BWM
2522
BNC Wealth Management
Oregon
$2K +$2.45K +18 New
WIM
2523
Westside Investment Management
California
$346 – – –
ESCM
2524
Echo Street Capital Management
New York
– -$64.5M -487,768 Closed
WI
2525
Wafra Inc
New York
– -$24.9M -188,416 Closed
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