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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1676
Meridian Wealth Management
Kentucky
$520K -$19.6K -173 -4%
EWM
1677
Edge Wealth Management
New York
$518K – – –
MIM
1678
Miller Investment Management
Pennsylvania
$518K – – –
IIC
1679
Integrated Investment Consultants
Michigan
$517K – – –
FHC
1680
First Heartland Consultants
Missouri
$514K -$9.63K -85 -2%
BI
1681
Bredin Investment
Delaware
$514K – – –
NCM
1682
Northside Capital Management
Oregon
$514K – – –
OSNBOA
1683
Old Second National Bank of Aurora
Illinois
$511K -$3.96K -35 -0.8%
SLT
1684
St Louis Trust
Missouri
$509K – – –
NFG
1685
Nadler Financial Group
Illinois
$507K -$2.27K -20 -0.4%
IGGA
1686
Iron Gate Global Advisors
Utah
$507K +$125K +1,101 +34%
PWMAG
1687
Pinnacle Wealth Management Advisory Group
New Jersey
$506K +$47.7K +421 +10%
ZF
1688
Zhang Financial
Michigan
$503K +$3.74K +33 +0.7%
TL
1689
TrueWealth LLC
Georgia
$503K +$14.4K +127 +3%
CICI
1690
Capital Investment Counsel Inc
North Carolina
$500K -$18.2K -161 -3%
JAFL
1691
Jay A. Fishman Ltd
Michigan
$500K – – –
RIS
1692
Retirement Income Solutions
Michigan
$499K -$170K -1,500 -25%
SFWA
1693
Summit Financial Wealth Advisors
Louisiana
$499K -$161K -1,420 -23%
MIFH
1694
Migdal Insurance & Financial Holdings
Israel
$498K -$39.4K -348 -7%
BWM
1695
Baystate Wealth Management
Massachusetts
$496K +$32.3K +285 +7%
GCM
1696
Gladius Capital Management
Illinois
$496K +$503K +4,438 New
SWA
1697
Sutton Wealth Advisors
Florida
$496K – – –
MCA
1698
Morris Capital Advisors
Pennsylvania
$493K -$10.8K -95 -2%
CA
1699
Capital Advantage
California
$493K +$21.2K +187 +4%
KA
1700
Klingman & Associates
New York
$492K +$2.15K +19 +0.4%
66 67
68
69 70