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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
2076
Elyxium Wealth
California
$941K +$951K +5,536 New
SIC
2077
Sterling Investment Counsel
New York
$941K +$2.58K +15 +0.3%
IIA
2078
Integral Investment Advisors
California
$939K – – –
RFA
2079
Resurgent Financial Advisors
Georgia
$939K -$72.2K -420 -7%
AAS
2080
Annex Advisory Services
Wisconsin
$937K +$41.7K +243 +5%
MFG
2081
Midwest Financial Group
Kansas
$936K +$2.75K +16 +0.3%
PIMG
2082
Patriot Investment Management Group
Tennessee
$935K – – –
GWANC
2083
Guardian Wealth Advisors (North Carolina)
North Carolina
$933K +$3.95K +23 +0.4%
IWA
2084
IVC Wealth Advisors
Pennsylvania
$930K -$169K -985 -15%
CCA
2085
Childress Capital Advisors
Texas
$930K -$159K -928 -15%
ACP
2086
Aveo Capital Partners
Colorado
$929K +$1.55K +9 +0.2%
OPPS
2087
Obsidian Personal Planning Solutions
Maryland
$928K +$172 +1 +0%
NFA
2088
Northern Financial Advisors
Michigan
$927K -$112K -652 -11%
TFA
2089
Transamerica Financial Advisors
Florida
$925K +$83.7K +487 +10%
LAM
2090
L2 Asset Management
Massachusetts
$924K +$31.4K +183 +3%
FCA
2091
FLC Capital Advisors
California
$923K +$57.9K +337 +7%
DWMS
2092
Dominguez Wealth Management Solutions
Virginia
$922K +$1.55K +9 +0.2%
CIM
2093
CIM Investment Management
Pennsylvania
$921K -$16.7K -97 -2%
FBFS
2094
First Business Financial Services
Wisconsin
$920K -$48.8K -284 -5%
PPC
2095
Park Place Capital
Alabama
$920K +$122K +713 +15%
SPFA
2096
Summit Place Financial Advisors
New Jersey
$918K -$79.4K -462 -8%
PG
2097
Proffitt & Goodson
Tennessee
$918K +$14.4K +84 +2%
WB
2098
West Bancorporation
Iowa
$914K – – –
SWA
2099
Sax Wealth Advisors
New Jersey
$910K +$113K +659 +14%
NCM
2100
NCM Capital Management
New Jersey
$910K -$17K -99 -2%
82 83
84
85 86