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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
2076
Signature Wealth Management Group
Georgia
$52K – – –
CCMW
2077
Cypress Capital Management (Wyoming)
Wyoming
$51K – – –
FGC
2078
Financial Gravity Companies
Texas
$51K +$57.5K +506 +2,410%
FGAM
2079
Financial Gravity Asset Management
Texas
$51K +$59.9K +527 New
TDC
2080
Thompson Davis & Co
Virginia
$50K +$341 +3 +0.7%
WAM
2081
Watermark Asset Management
California
$47K -$2.5K -22 -5%
GWA
2082
Guidant Wealth Advisors
Illinois
$46K +$2.05K +18 +4%
WAS
2083
Winch Advisory Services
Wisconsin
$45K +$341 +3 +0.7%
AI
2084
ArchPoint Investors
Florida
$44K – – –
OAJ
2085
Ogorek Anthony Joseph
New York
$43K – – –
WCM
2086
Wealthcare Capital Management
Virginia
$43K – – –
BCM
2087
Brasada Capital Management
Texas
$43K +$114 +1 +0.3%
SIS
2088
Sound Income Strategies
Florida
$42K -$3.41K -30 -7%
RIA
2089
RPG Investment Advisory
California
$40K – – –
DOA
2090
D'Orazio & Associates
Virginia
$39K – – –
MUS
2091
Mitsubishi UFJ Securities
Japan
$38K – – –
WA
2092
WealthTrust-Arizona
Arizona
$36K +$3.18K +28 +9%
TC
2093
Trilogy Capital
California
$35K -$527K -4,635 -94%
FWM
2094
Focused Wealth Management
New York
$35K -$148K -1,298 -80%
CA
2095
Crewe Advisors
Utah
$35K +$7.28K +64 +25%
PFO
2096
Pathstone Family Office
New Jersey
$35K +$34.9K +307 +1,535%
SQA
2097
Simon Quick Advisors
New Jersey
$34K -$42.5K -374 -55%
SA
2098
SRH Advisors
Kansas
$33K – – –
BWA
2099
BDO Wealth Advisors
Florida
$31K -$31.6K -278 -50%
FFW
2100
Fusion Family Wealth
New York
$31K -$11.4K -100 -26%
82 83
84
85 86