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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
2576
Key Client Fiduciary Advisors
New Jersey
$369K +$69.4K +486 +23%
I2I
2577
Insight 2811 Inc
Illinois
$369K +$33.7K +236 +10%
WIM
2578
Westside Investment Management
California
$366K +$10K +70 +3%
GF
2579
GGM Financials
Ohio
$365K +$3K +21 +0.8%
CM
2580
CastleKnight Management
New York
$365K – – –
PNAA
2581
Pictet North America Advisors
Switzerland
$365K – – –
WCM
2582
Wedge Capital Management
North Carolina
$364K -$9.43K -66 -2%
MWPCG
2583
Measured Wealth Private Client Group
New Hampshire
$364K -$1.14K -8 -0.3%
BDL
2584
Banque de Luxembourg
Luxembourg
$364K -$155K -1,088 -30%
TAM
2585
Titleist Asset Management
Texas
$363K -$13.7K -96 -4%
GA
2586
Goldstein Advisors
Wisconsin
$363K -$31.1K -218 -8%
FMN
2587
Financial Management Network
California
$363K +$55.1K +386 +17%
BWM
2588
BlackDiamond Wealth Management
New York
$363K +$5K +35 +1%
CFA
2589
Cahill Financial Advisors
Minnesota
$362K -$61K -427 -14%
GCM
2590
Generation Capital Management
New York
$362K – – –
TC
2591
TAGStone Capital
North Carolina
$362K +$3.14K +22 +0.9%
QPWM
2592
Quadrant Private Wealth Management
Pennsylvania
$362K +$31.3K +219 +9%
WCWM
2593
Willow Creek Wealth Management
California
$361K -$12.6K -88 -3%
FAN
2594
Financial Advisors Network
California
$361K +$19.7K +138 +6%
GCM
2595
Garland Capital Management
Washington
$361K -$818K -5,727 -69%
DW
2596
Dodds Wealth
Colorado
$361K -$15.4K -108 -4%
IFPG
2597
Intrepid Financial Planning Group
Indiana
$360K +$5.43K +38 +2%
AWA
2598
AGH Wealth Advisors
Kansas
$360K -$2.57K -18 -0.7%
ABLA
2599
Alan B. Lancz & Associates
Ohio
$359K +$428 +3 +0.1%
TFGT
2600
TS Financial Group (TSFG)
Illinois
$359K +$2.14K +15 +0.6%
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