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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1701
Valley Brook Capital Group
Pennsylvania
$1.55M – – –
CIAS
1702
Capital Investment Advisory Services
North Carolina
$1.55M +$6.87K +40 +0.4%
IF
1703
Intrua Financial
Texas
$1.55M -$109K -632 -6%
PP
1704
PDS Planning
Ohio
$1.55M -$9.62K -56 -0.6%
WTB
1705
Washington Trust Bank
Washington
$1.55M -$29.4K -171 -2%
CHA
1706
Carmichael Hill & Associates
Maryland
$1.55M +$1.37K +8 +0.1%
SWA
1707
Stratos Wealth Advisors
Ohio
$1.55M -$34.5K -201 -2%
MW
1708
Marcum Wealth
Ohio
$1.55M +$32.5K +189 +2%
MFWP
1709
Mosaic Family Wealth Partners
Missouri
$1.54M -$50.9K -296 -3%
USCWA
1710
U.S. Capital Wealth Advisors
Texas
$1.54M -$55.7K -324 -3%
WPA
1711
West Paces Advisors
Georgia
$1.54M -$13.1K -76 -0.8%
GWM
1712
Gibbs Wealth Management
Georgia
$1.54M +$143K +831 +10%
PPWP
1713
Premier Path Wealth Partners
New Jersey
$1.54M -$164K -952 -10%
BDWCC
1714
B&D White Capital Company
Texas
$1.53M -$50.9M -296,290 -97%
EWA
1715
EverSource Wealth Advisors
Alabama
$1.53M +$7.56K +44 +0.5%
CRWM
1716
Castle Rock Wealth Management
California
$1.53M +$508K +2,957 +48%
LWL
1717
Leo Wealth LLC
Texas
$1.53M +$173K +1,009 +13%
BSAM
1718
Blue Square Asset Management
New York
$1.53M +$36.1K +210 +2%
MCM
1719
Monarch Capital Management
Indiana
$1.53M +$76.6K +446 +5%
ACM
1720
Accent Capital Management
Ohio
$1.53M – – –
OA
1721
Oxbow Advisors
Texas
$1.53M -$1.72K -10 -0.1%
MWM
1722
Marion Wealth Management
Pennsylvania
$1.53M +$57.2K +333 +4%
FFA
1723
Founders Financial Alliance
North Carolina
$1.52M -$1.2K -7 -0.1%
RA
1724
Rockingstone Advisors
Massachusetts
$1.52M -$49.3K -287 -3%
TLP
1725
Trinity Legacy Partners
Texas
$1.52M -$2.27M -13,199 -60%
67 68
69
70 71