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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
3026
Navellier & Associates
Nevada
$222K -$1.76M -11,790 -88%
CA
3027
Cortland Associates
Missouri
$222K – – –
EV
3028
EJMK Ventures
Illinois
$222K -$25.1K -168 -9%
FP
3029
Financial Perspectives
Minnesota
$222K – – –
IFO
3030
Independent Family Office
New York
$221K – – –
VWM
3031
Vigilare Wealth Management
Arizona
$221K +$5.08K +34 +2%
FCM
3032
Firestone Capital Management
Florida
$221K – – –
TF
3033
Talbot Financial
Washington
$221K – – –
ZWA
3034
Zinnia Wealth Advisory
Florida
$220K +$748 +5 +0.3%
BGAI
3035
Bruce G. Allen Investments
Colorado
$220K -$12.7K -85 -5%
BC
3036
Brio Consultants
California
$220K +$8.67K +58 +4%
SGCA
3037
Steel Grove Capital Advisors
Tennessee
$220K -$26K -174 -10%
SGFG
3038
Silver Grove Financial Group
New York
$220K +$11.1K +74 +5%
PD
3039
Planning Directions
Pennsylvania
$220K +$2.09K +14 +0.9%
AWM
3040
Ameliora Wealth Management
Switzerland
$219K – – –
BRWM
3041
Blue Rock Wealth Management
North Carolina
$218K -$9.42K -63 -4%
CIA
3042
Cape Investment Advisory
Georgia
$218K -$36.2K -242 -13%
BA
3043
Bard Associates
Illinois
$218K +$2.39K +16 +1%
GPWA
3044
Gaddis Premier Wealth Advisors
Oklahoma
$217K -$150 -1 -0.1%
LFP
3045
Lakeshore Financial Planning
Michigan
$217K -$150 -1 -0.1%
SCM
3046
Sage Capital Management
New Jersey
$217K – – –
HC
3047
Hoese & Co
Minnesota
$217K +$89.7K +600 +60%
MF
3048
Manchester Financial
California
$216K -$10.3K -69 -4%
TA
3049
TrueWealth Advisors
Alabama
$216K +$1.35K +9 +0.6%
CFSG
3050
Clark Financial Services Group
Missouri
$216K -$122K -816 -34%
120 121
122
123 124