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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
2501
UP Strategic Wealth Investment Advisors
Pennsylvania
$491K +$4.32K +25 +0.8%
NCM
2502
Nelson Capital Management
California
$491K -$20.7K -120 -4%
KMWM
2503
Keudell/Morrison Wealth Management
Oregon
$490K -$7.08K -41 -1%
FMP
2504
Financial Management Professionals
Texas
$489K +$63.9K +370 +14%
AIM
2505
Allen Investment Management
New York
$488K -$10.5K -61 -2%
AWM
2506
Aviso Wealth Management
Washington
$487K -$29.2K -169 -5%
ACM
2507
Arcataur Capital Management
Wisconsin
$486K -$2.93K -17 -0.6%
GCM
2508
G2 Capital Management
Ohio
$485K -$50K -290 -9%
DFG
2509
Dupree Financial Group
Kentucky
$484K – – –
PWM
2510
Paulson Wealth Management
Illinois
$483K -$67K -388 -12%
SPWG
2511
Syntegra Private Wealth Group
Missouri
$482K +$36.6K +212 +8%
PD
2512
Planning Directions
Pennsylvania
$482K +$4.83K +28 +1%
MAP
2513
Moody Aldrich Partners
Massachusetts
$481K +$1.21K +7 +0.2%
C
2514
Certuity
Florida
$480K -$118K -686 -19%
VC
2515
Veracity Capital
Georgia
$479K -$55.4K -321 -10%
PNAA
2516
Pictet North America Advisors
Switzerland
$478K -$4.19M -24,289 -89%
BWP
2517
Barlow Wealth Partners
Kentucky
$478K – – –
KFS
2518
Keynote Financial Services
Connecticut
$478K – – –
CC
2519
Commons Capital
Massachusetts
$478K +$190K +1,100 +61%
HA
2520
Hofer & Associates
California
$477K +$45.4K +263 +10%
PFA
2521
Petra Financial Advisors
Colorado
$477K -$30.5K -177 -6%
PSCM
2522
Per Stirling Capital Management
Texas
$476K +$690 +4 +0.1%
LBWM
2523
Left Brain Wealth Management
Illinois
$476K +$16.6K +96 +3%
SFI
2524
SPC Financial Inc
Maryland
$475K +$2.93K +17 +0.6%
PWS
2525
Private Wealth Strategies
Ohio
$475K -$5.18K -30 -1%
99 100
101
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