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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1801
Physician Wealth Advisors
Utah
$940K -$12.7K -89 -1%
PWSG
1802
Pacific Wealth Strategies Group
California
$939K +$12.9K +91 +1%
HGWM
1803
Horst & Graben Wealth Management
Oregon
$935K – – –
CPIA
1804
Cornell Pochily Investment Advisors
New York
$933K -$12.9K -91 -1%
EIA
1805
Edgemoor Investment Advisors
Maryland
$933K +$2.7K +19 +0.3%
FA
1806
Fiducient Advisors
Illinois
$933K +$895K +6,294 New
VWM
1807
Vigilare Wealth Management
Arizona
$924K -$213K -1,500 -19%
AIA
1808
Angeles Investment Advisors
California
$919K – – –
DMC
1809
Drexel Morgan & Co
Pennsylvania
$918K +$104K +730 +13%
VCM
1810
Vivaldi Capital Management
Illinois
$914K +$71.1K +500 +9%
BCA
1811
Bay Colony Advisors
Massachusetts
$913K +$22.7K +160 +3%
IP
1812
Investment Partners
Ohio
$912K -$29.7K -209 -3%
SFM
1813
Signet Financial Management
New Jersey
$908K +$43.9K +309 +5%
APG
1814
Abacus Planning Group
South Carolina
$906K – – –
CFS
1815
CRA Financial Services
New Jersey
$906K +$2.13K +15 +0.2%
SW
1816
SkyOak Wealth
Michigan
$905K -$32.4K -228 -4%
GI
1817
Gradient Investments
Minnesota
$903K – – –
ECA
1818
Elevated Capital Advisors
Utah
$888K -$41.8K -294 -5%
GTAM
1819
Global Trust Asset Management
Florida
$885K – – –
WIA
1820
Westbourne Investment Advisors
Maryland
$882K – – –
FAT
1821
First American Trust
California
$881K -$72.3K -509 -8%
SWA
1822
SFMG Wealth Advisors
Texas
$881K +$44.5K +313 +6%
XF
1823
XML Financial
Maryland
$878K -$75.8K -533 -8%
ECM
1824
EagleClaw Capital Management
Massachusetts
$877K -$11.4K -80 -1%
W
1825
WealthStone
Ohio
$876K +$31K +218 +4%
71 72
73
74 75