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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2051
Silvant Capital Management
Georgia
$54K – – –
SWMG
2052
Signature Wealth Management Group
Georgia
$52K – – –
MAM
2053
Magellan Asset Management
Australia
$52K +$27.7K +268 +126%
ML
2054
McAdam LLC
Pennsylvania
$49K -$3.51K -34 -7%
GWA
2055
Guidant Wealth Advisors
Illinois
$47K – – –
CCMW
2056
Cypress Capital Management (Wyoming)
Wyoming
$46K -$5.17K -50 -11%
APSP
2057
Asset Planning Services (Pennsylvania)
Pennsylvania
$45K -$30.8K -298 -42%
WAS
2058
Winch Advisory Services
Wisconsin
$45K +$310 +3 +0.7%
AI
2059
ArchPoint Investors
Florida
$44K – – –
BL
2060
Balentine LLC
Georgia
$44K +$31.5K +305 +305%
OAJ
2061
Ogorek Anthony Joseph
New York
$43K – – –
WCM
2062
Wealthcare Capital Management
Virginia
$43K – – –
BCM
2063
Brasada Capital Management
Texas
$43K +$207 +2 +0.5%
PFGIA
2064
Patriot Financial Group Insurance Agency
Massachusetts
$41K -$94.8K -918 -71%
SIS
2065
Sound Income Strategies
Florida
$41K -$516 -5 -1%
RIA
2066
RPG Investment Advisory
California
$40K – – –
DOA
2067
D'Orazio & Associates
Virginia
$39K – – –
MUS
2068
Mitsubishi UFJ Securities
Japan
$38K – – –
CA
2069
Crewe Advisors
Utah
$35K +$103 +1 +0.3%
FWM
2070
Focused Wealth Management
New York
$35K +$207 +2 +0.6%
JWM
2071
Janiczek Wealth Management
Colorado
$35K +$33.2K +321 New
WAM
2072
Watermark Asset Management
California
$33K -$12.9K -125 -29%
WA
2073
WealthTrust-Arizona
Arizona
$33K -$2.89K -28 -9%
SA
2074
SRH Advisors
Kansas
$33K – – –
RFWA
2075
RPg Family Wealth Advisory
Massachusetts
$31.7K +$3.1K +30 +11%
81 82
83
84 85