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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2051
ACG Wealth
Georgia
$787K +$27.2K +158 +3%
AAS
2052
Annex Advisory Services
Wisconsin
$785K -$592K -3,436 -42%
SPFA
2053
Summit Place Financial Advisors
New Jersey
$784K – – –
GFS
2054
GYL Financial Synergies
Connecticut
$783K -$14.1K -82 -2%
RIS
2055
Retirement Income Solutions
Michigan
$783K +$172 +1 +0%
SL
2056
Summitry LLC
California
$781K +$117K +677 +16%
LAM
2057
LFS Asset Management
California
$779K -$194K -1,123 -19%
DI
2058
DFPG Investments
Utah
$779K -$7.41K -43 -0.9%
GWANC
2059
Guardian Wealth Advisors (North Carolina)
North Carolina
$775K +$3.27K +19 +0.4%
VCM
2060
Vivaldi Capital Management
Illinois
$775K +$5.51K +32 +0.7%
GDP
2061
Great Diamond Partners
Maine
$774K +$1.55K +9 +0.2%
CC
2062
Callan Capital
California
$774K +$397K +2,306 +95%
CHP
2063
Cable Hill Partners
Oregon
$773K -$133K -770 -14%
AWAP
2064
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$773K -$4.31K -25 -0.5%
FB
2065
First Bancorp
Maine
$772K +$29.5K +171 +4%
RFN
2066
RDA Financial Network
Iowa
$772K +$43.3K +251 +6%
MWM
2067
Marion Wealth Management
Pennsylvania
$769K +$70.3K +408 +9%
MAM
2068
Montchanin Asset Management
Delaware
$763K – – –
WDL
2069
Well Done LLC
Michigan
$762K -$172 -1 -0%
RHBC
2070
R.H. Bluestein & Co
Michigan
$761K -$12.9K -75 -2%
QT
2071
Quantamental Technologies
New York
$759K +$584K +3,391 +270%
AFG
2072
Allegheny Financial Group
Pennsylvania
$757K +$517 +3 +0.1%
SF
2073
Summit Financial
New Jersey
$757K -$34.8K -202 -4%
CP
2074
Covenant Partners
Tennessee
$756K – – –
MIM
2075
Miller Investment Management
Pennsylvania
$756K – – –
81 82
83
84 85