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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2551
Planning Directions
Pennsylvania
$489K -$18.9K -114 -4%
HFS
2552
Hoge Financial Services
Pennsylvania
$484K +$473K +2,850 New
PWA
2553
PCG Wealth Advisors
Kansas
$484K -$70.3K -424 -13%
AWA
2554
Alaska Wealth Advisors
Alaska
$482K -$8.29K -50 -2%
WFA
2555
Wade Financial Advisory
California
$480K -$16.6K -100 -3%
AFIA
2556
America First Investment Advisors
Nebraska
$479K – – –
FNBSF
2557
First National Bank Sioux Falls
South Dakota
$478K -$1.49K -9 -0.3%
AIFAIM
2558
American Institute for Advanced Investment Management
Arizona
$476K – – –
OPOWM
2559
One Plus One Wealth Management
Florida
$476K – – –
FPWM
2560
FSB Premier Wealth Management
Iowa
$476K +$5.64K +34 +1%
AFPL
2561
Advus Financial Partners, LLC
Florida
$475K +$43.5K +262 +10%
SAA
2562
Southeast Asset Advisors
Georgia
$475K +$87.6K +528 +23%
EWM
2563
Elevatus Welath Management
New York
$474K -$2.49K -15 -0.5%
GA
2564
GSG Advisors
New Jersey
$474K +$37.3K +225 +9%
HP
2565
Hyperion Partners
Pennsylvania
$473K -$8.62K -52 -2%
VC
2566
Vicus Capital
Pennsylvania
$471K -$172K -1,038 -27%
QFA
2567
Quantum Financial Advisors
California
$471K -$3.48K -21 -0.8%
LAS
2568
LWM Advisory Services
Florida
$470K +$13.3K +80 +3%
BOM
2569
Bank of Marin
California
$469K -$33.2K -200 -7%
LWA
2570
Ledgewood Wealth Advisors
New Hampshire
$469K +$458K +2,760 New
CCA
2571
Clearwater Capital Advisors
Illinois
$468K +$10.1K +61 +2%
CWM
2572
Centric Wealth Management
Illinois
$468K +$663 +4 +0.1%
GDP
2573
Great Diamond Partners
Maine
$468K -$285K -1,719 -38%
SC
2574
Steph & Co
Wisconsin
$468K -$16.6K -100 -4%
AIA
2575
Angeles Investment Advisors
California
$467K +$20.7K +125 +5%
101 102
103
104 105