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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
2551
Advisors Management Group
Wisconsin
$465K +$4.67K +30 +1%
GCM
2552
G2 Capital Management
Ohio
$465K -$2.03K -13 -0.4%
WA
2553
WealthTrust Axiom
Pennsylvania
$464K -$1.4K -9 -0.3%
KPWG
2554
KFA Private Wealth Group
Virginia
$463K +$779 +5 +0.2%
OAS
2555
Optivise Advisory Services
Tennessee
$463K -$93.7K -601 -17%
PWP
2556
Precedent Wealth Partners
Texas
$462K +$4.21K +27 +0.9%
PCA
2557
Purkiss Capital Advisors
Connecticut
$462K +$25.7K +165 +6%
AWC
2558
Abundance Wealth Counselors
Pennsylvania
$461K +$463K +2,969 New
DWA
2559
Delos Wealth Advisors
Texas
$461K -$22.6K -145 -5%
IWA
2560
Inspirion Wealth Advisors
Illinois
$460K – – –
WWA
2561
Wingate Wealth Advisors
Massachusetts
$459K -$12.5K -80 -3%
TM
2562
Taproot Management
New York
$459K -$6.61M -42,432 -93%
SIG
2563
Spinnaker Investment Group
California
$458K +$3.12K +20 +0.7%
BCM
2564
Brooktree Capital Management
Michigan
$458K – – –
HWMC
2565
Heritage Wealth Management (California)
California
$458K -$7.79K -50 -2%
IIM
2566
Ironwood Investment Management
Massachusetts
$457K – – –
GA
2567
Goldstein Advisors
Wisconsin
$456K +$52.4K +336 +13%
AA
2568
Alesco Advisors
New York
$455K +$18.7K +120 +4%
DWM
2569
Dogwood Wealth Management
Kansas
$454K -$159K -1,022 -26%
RFP
2570
Root Financial Partners
California
$453K +$12.6K +81 +3%
VAG
2571
VisionPoint Advisory Group
Texas
$452K +$18.7K +120 +4%
DWP
2572
Destiny Wealth Partners
Florida
$452K -$17.5K -112 -4%
CFS
2573
Coordinated Financial Services
Colorado
$452K -$14.2K -91 -3%
ZAM
2574
Zevin Asset Management
Massachusetts
$451K -$14K -90 -3%
FNBOMD
2575
First National Bank of Mount Dora
Florida
$451K +$3.58K +23 +0.8%
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