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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2851
Paloma Partners
Connecticut
$301K -$2.45M -14,168 -89%
TFA
2852
Tranquilli Financial Advisor
New Jersey
$300K +$318K +1,842 New
KWA
2853
Kellett Wealth Advisors
Ohio
$300K -$40.2K -233 -11%
WN
2854
Williams & Novak
California
$299K +$313K +1,814 New
JHP
2855
James Hambro & Partners
United Kingdom
$299K +$2.42K +14 +0.8%
SDAM
2856
Shulman DeMeo Asset Management
New York
$298K -$842K -4,880 -73%
CWA
2857
Consilio Wealth Advisors
Washington
$297K +$28K +162 +10%
FFG
2858
Fortem Financial Group
California
$297K -$34.5K -200 -10%
OWM
2859
Orgel Wealth Management
Wisconsin
$297K -$13.1K -76 -4%
RIM
2860
Rockbridge Investment Management
New York
$297K +$6.9K +40 +2%
TRIA
2861
Trail Ridge Investment Advisors
Colorado
$296K +$21.7K +126 +8%
CA
2862
Centerpoint Advisors
Massachusetts
$296K – – –
BDL
2863
Bey-Douglas LLC
Georgia
$296K +$2.24K +13 +0.7%
WFAG
2864
Worth Financial Advisory Group
North Carolina
$295K -$370K -2,145 -54%
KFA
2865
Kapstone Financial Advisors
Ohio
$295K -$4.49K -26 -1%
HNWA
2866
Henrickson Nauta Wealth Advisors
Michigan
$294K – – –
TFM
2867
TFC Financial Management
Massachusetts
$294K +$9.15K +53 +3%
BCM
2868
Blume Capital Management
California
$294K – – –
RLIM
2869
Red Lighthouse Investment Management
New York
$294K -$690 -4 -0.2%
SFP
2870
Sandbox Financial Partners
Maryland
$294K +$1.04K +6 +0.3%
AIA
2871
Arbor Investment Advisors
North Carolina
$293K – – –
TW
2872
Traveka Wealth
California
$293K +$48K +278 +19%
ORC
2873
O'Rourke & Company
Massachusetts
$293K +$863 +5 +0.3%
CCC
2874
Chelsea Counsel Company
California
$293K – – –
GAA
2875
Global Assets Advisory
Florida
$293K +$145K +838 +89%
113 114
115
116 117