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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
3276
1015 Capital Partners
Pennsylvania
$202K +$467 +3 +0.2%
SEA
3277
Stegent Equity Advisors
Texas
$202K +$203K +1,300 New
DWM
3278
Ducere Wealth Management
California
$202K +$202K +1,299 New
NCM
3279
Nelson Capital Management
California
$202K +$202K +1,299 New
LIA
3280
Lynx Investment Advisory
District of Columbia
$201K +$202K +1,297 New
CFG
3281
Carr Financial Group
Massachusetts
$201K +$202K +1,296 New
ML
3282
Mayport LLC
Massachusetts
$200K +$201K +1,291 New
WPA
3283
Winning Points Advisors
Florida
$200K +$201K +1,290 New
USWIA
3284
UP Strategic Wealth Investment Advisors
Pennsylvania
$200K +$2.18K +14 +1%
ESC
3285
Eurizon SLJ Capital
$200K +$201K +1,287 New
KA
3286
Kozak & Associates
Colorado
$199K +$156 +1 +0.1%
BC
3287
Barrett & Company
Rhode Island
$196K – – –
FCT
3288
First Community Trust
Iowa
$192K -$4.21K -27 -2%
TCM
3289
Triumph Capital Management
Colorado
$192K -$175K -1,122 -48%
RF
3290
Robinswood Financial
Washington
$187K -$4.67K -30 -2%
GK
3291
Graney & King
New York
$186K +$467 +3 +0.3%
MS
3292
Monetary Solutions
Ohio
$185K – – –
MWM
3293
Mascoma Wealth Management
New Hampshire
$181K – – –
SCM
3294
Silvant Capital Management
Georgia
$178K – – –
TPWA
3295
Twin Peaks Wealth Advisors
California
$172K +$173K +1,110 New
CW
3296
CrossGen Wealth
North Carolina
$172K – – –
NECFA
3297
New England Capital Financial Advisors
Connecticut
$167K +$2.49K +16 +2%
HFS
3298
Hughes Financial Services
Virginia
$166K -$39.9K -256 -19%
SHIM
3299
Stone House Investment Management
Pennsylvania
$163K +$10.3K +66 +7%
OW
3300
Olistico Wealth
Oklahoma
$161K +$623 +4 +0.4%
130 131
132
133 134