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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2526
Hayden Royal
North Carolina
$236K -$160K -1,034 -40%
FH
2527
FWG Holdings
Florida
$236K +$1.7K +11 +0.7%
NFSG
2528
Newbridge Financial Services Group
Florida
$234K -$2.01K -13 -0.8%
CIA
2529
Cohen Investment Advisors
New Hampshire
$234K – – –
SIM
2530
Seaview Investment Managers
Florida
$234K +$241K +1,555 New
PWAG
2531
Polaris Wealth Advisory Group
California
$232K – – –
CCA
2532
Clearwater Capital Advisors
Illinois
$232K +$239K +1,541 New
HWM
2533
HighMark Wealth Management
Minnesota
$231K +$1.55K +10 +0.7%
FAM
2534
Flaharty Asset Management
Florida
$231K +$2.17K +14 +0.9%
WCM
2535
Windsor Capital Management
Arizona
$231K +$27.9K +180 +13%
MCA
2536
Magnolia Capital Advisors
Mississippi
$231K +$238K +1,538 New
TA
2537
Trellis Advisors
Washington
$230K – – –
SWM
2538
Selective Wealth Management
Virginia
$229K -$1.6M -10,319 -87%
CWM
2539
Chronos Wealth Management
Florida
$229K – – –
IWP
2540
IAG Wealth Partners
Wisconsin
$229K – – –
GSEP
2541
Golden State Equity Partners
California
$228K -$42.3K -273 -15%
RWB
2542
RMR Wealth Builders
New Jersey
$228K – – –
NFG
2543
Northeast Financial Group
Pennsylvania
$228K +$619 +4 +0.3%
W
2544
WealthOne
New York
$227K -$16.3K -105 -7%
FFA
2545
Freedman Financial Associates
Massachusetts
$227K +$310 +2 +0.1%
CFSG
2546
Community Financial Services Group
Vermont
$226K -$42.1K -272 -15%
JWM
2547
Janiczek Wealth Management
Colorado
$226K -$3.71K -24 -2%
KIM
2548
Karpus Investment Management
New York
$226K – – –
MC
2549
Montag & Caldwell
Georgia
$226K – – –
CCM
2550
Colorado Capital Management
Colorado
$226K +$5.26K +34 +2%
100 101
102
103 104