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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1801
Concord Wealth Partners
Virginia
$1.14M -$17.8K -121 -1%
TC
1802
Truvestments Capital
Florida
$1.14M -$16.9K -115 -1%
SPWM
1803
Schrum Private Wealth Management
Florida
$1.13M -$50.5K -344 -4%
HCA
1804
Hardworking Capital Advisors
California
$1.13M +$1.16M +7,898 New
PWA
1805
Portus Wealth Advisors
North Carolina
$1.13M -$147 -1 -0%
MWA
1806
Meridian Wealth Advisors
Texas
$1.13M -$64.1K -436 -5%
ACA
1807
Atlas Capital Advisors
Wyoming
$1.13M +$1.15M +7,852 New
LWM
1808
Lyell Wealth Management
California
$1.13M -$68.2K -464 -6%
AGP
1809
Autumn Glory Partners
Texas
$1.12M +$213K +1,447 +23%
AF
1810
Advisornet Financial
Minnesota
$1.12M +$13.1K +89 +1%
IAG
1811
Ipsen Advisor Group
Arkansas
$1.12M +$19.8K +135 +2%
CTFG
1812
Capstone Triton Financial Group
Oklahoma
$1.12M +$21.9K +149 +2%
IA
1813
IFC Advisors
California
$1.12M -$53.5K -364 -4%
FCB
1814
First County Bank
Connecticut
$1.12M -$61.7K -420 -5%
FCAS
1815
First Command Advisory Services
Texas
$1.12M +$11.6K +79 +1%
JTWM
1816
Jackson Thornton Wealth Management
Alabama
$1.12M -$198K -1,347 -14%
RGF
1817
Retirement Guys Formula
Ohio
$1.12M -$53.3K -363 -4%
LPAM
1818
Lodestar Private Asset Management
California
$1.12M -$33.1K -225 -3%
GAM
1819
Griffin Asset Management
New York
$1.11M -$68.3K -465 -6%
LCAM
1820
London & Capital Asset Management
United Kingdom
$1.11M -$394K -2,683 -26%
AAM
1821
AMI Asset Management
California
$1.11M -$67.1K -457 -6%
TCCM
1822
Timber Creek Capital Management
Massachusetts
$1.11M – – –
BW
1823
BIP Wealth
Georgia
$1.1M +$493K +3,354 +77%
WCM
1824
Weaver Capital Management
Georgia
$1.1M +$138K +939 +14%
GAAM
1825
Guinness Atkinson Asset Management
California
$1.09M -$24.1K -164 -2%
71 72
73
74 75