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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PE
2651
PCM Encore
Colorado
$414K +$35.8K +230 +9%
DWS
2652
Discipline Wealth Solutions
South Carolina
$414K +$416K +2,667 New
ACA
2653
Ackerman Capital Advisors
Texas
$414K -$179K -1,147 -30%
PWA
2654
Physician Wealth Advisors
Utah
$414K +$26K +167 +7%
BFG
2655
Birch Financial Group
New Hampshire
$413K -$2.03K -13 -0.5%
BFG
2656
Bouchey Financial Group
New York
$413K +$37.6K +241 +10%
FAN
2657
Financial Advisors Network
California
$413K +$27.9K +179 +7%
AM
2658
Atwater Malick
Pennsylvania
$413K -$19.8K -127 -5%
QPWM
2659
Quadrant Private Wealth Management
Pennsylvania
$412K +$8.1K +52 +2%
FWA
2660
Flagship Wealth Advisors
Massachusetts
$412K -$16.8K -108 -3%
CCT
2661
Capital City Trust
Florida
$410K -$10.1K -65 -2%
SA
2662
Strategic Advisors
New York
$410K +$3.27K +21 +0.8%
IA
2663
Intellus Advisors
Florida
$410K -$201K -1,290 -33%
CICI
2664
Capital Investment Counsel Inc
North Carolina
$410K -$261K -1,678 -39%
LK
2665
Lumbard & Kellner
New Hampshire
$410K – – –
MAM
2666
McLaughlin Asset Management
Illinois
$409K -$22.4K -144 -5%
PGF
2667
Plan Group Financial
Oklahoma
$408K +$2.96K +19 +0.7%
TM
2668
TigerOak Management
New Mexico
$408K -$6.23K -40 -1%
GAG
2669
GM Advisory Group
New York
$408K +$67.5K +433 +20%
BWM
2670
BlackDiamond Wealth Management
New York
$405K +$25.2K +162 +7%
TF
2671
Trek Financial
Arizona
$405K +$57.5K +369 +16%
SAM
2672
Secure Asset Management
Michigan
$405K -$22.9K -147 -5%
KC
2673
Knuff & Co
California
$405K -$45.8K -294 -10%
CCMG
2674
Connecticut Capital Management Group
Connecticut
$405K -$2.49K -16 -0.6%
RF
2675
Rossby Financial
Florida
$404K +$198K +1,269 +95%
105 106
107
108 109