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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
1801
Pacific Wealth Strategies Group
California
$939K +$12.9K +91 +1%
HGWM
1802
Horst & Graben Wealth Management
Oregon
$935K – – –
CPIA
1803
Cornell Pochily Investment Advisors
New York
$933K -$12.9K -91 -1%
EIA
1804
Edgemoor Investment Advisors
Maryland
$933K +$2.7K +19 +0.3%
FA
1805
Fiducient Advisors
Illinois
$933K +$895K +6,294 New
VWM
1806
Vigilare Wealth Management
Arizona
$924K -$213K -1,500 -19%
AIA
1807
Angeles Investment Advisors
California
$919K – – –
DMC
1808
Drexel Morgan & Co
Pennsylvania
$918K +$104K +730 +13%
VCM
1809
Vivaldi Capital Management
Illinois
$914K +$71.1K +500 +9%
BCA
1810
Bay Colony Advisors
Massachusetts
$913K +$22.7K +160 +3%
IP
1811
Investment Partners
Ohio
$912K -$29.7K -209 -3%
SFM
1812
Signet Financial Management
New Jersey
$908K +$43.9K +309 +5%
APG
1813
Abacus Planning Group
South Carolina
$906K – – –
CFS
1814
CRA Financial Services
New Jersey
$906K +$2.13K +15 +0.2%
SW
1815
SkyOak Wealth
Michigan
$905K -$32.4K -228 -4%
GI
1816
Gradient Investments
Minnesota
$903K – – –
ECA
1817
Elevated Capital Advisors
Utah
$888K -$41.8K -294 -5%
GTAM
1818
Global Trust Asset Management
Florida
$885K – – –
WIA
1819
Westbourne Investment Advisors
Maryland
$882K – – –
FAT
1820
First American Trust
California
$881K -$72.3K -509 -8%
SWA
1821
SFMG Wealth Advisors
Texas
$881K +$44.5K +313 +6%
XF
1822
XML Financial
Maryland
$878K -$75.8K -533 -8%
ECM
1823
EagleClaw Capital Management
Massachusetts
$877K -$11.4K -80 -1%
W
1824
WealthStone
Ohio
$876K +$31K +218 +4%
ATWA
1825
Arbor Trust Wealth Advisors
Michigan
$875K +$31.3K +220 +4%
71 72
73
74 75