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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
2526
Horan Securities
United States
$503K -$6.3K -38 -1%
SAW
2527
Signal Advisors Wealth
Michigan
$503K +$488K +2,941 New
RA
2528
Ruggaard & Associates
Ohio
$503K – – –
FIBT
2529
First International Bank & Trust
North Dakota
$502K -$222K -1,337 -31%
IWP
2530
Innova Wealth Partners
Pennsylvania
$502K +$2.49K +15 +0.5%
FEM
2531
Fulcrum Equity Management
Texas
$502K +$221K +1,335 +82%
RGF
2532
Retirement Guys Formula
Ohio
$502K -$8.79K -53 -2%
SFI
2533
SPC Financial Inc
Maryland
$502K +$3.48K +21 +0.7%
USWIA
2534
UP Strategic Wealth Investment Advisors
Pennsylvania
$501K +$489K +2,951 New
KWAG
2535
Kiely Wealth Advisory Group
North Carolina
$501K +$498K +3,002 New
PWP
2536
Perfromance Wealth Partners
Illinois
$500K – – –
MA
2537
MJP Associates
Connecticut
$500K -$220K -1,325 -31%
SFP
2538
Sterling Financial Planning
New Jersey
$499K +$17.1K +103 +4%
DFG
2539
Dupree Financial Group
Kentucky
$499K +$487K +2,936 New
AP
2540
Adero Partners
California
$496K +$149K +896 +44%
CIA
2541
Cape Investment Advisory
Georgia
$495K +$24.7K +149 +5%
AA
2542
Alesco Advisors
New York
$495K -$1.66K -10 -0.3%
N
2543
Natixis
France
$494K -$15.6M -94,261 -97%
PWS
2544
Private Wealth Strategies
Ohio
$494K -$3.15K -19 -0.6%
AG
2545
AIA Group
Hong Kong
$493K -$1.04M -6,245 -68%
TCM
2546
Traynor Capital Management
Pennsylvania
$492K -$14.8K -89 -3%
MCM
2547
Monument Capital Management
Virginia
$491K -$2.75M -16,604 -85%
TRIA
2548
Trail Ridge Investment Advisors
Colorado
$490K -$9.79K -59 -2%
TCOK
2549
Trust Company of Kansas
Kansas
$490K – – –
PSCM
2550
Per Stirling Capital Management
Texas
$489K -$1.82K -11 -0.4%
100 101
102
103 104