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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
2076
Clough Capital Partners
Massachusetts
$942K – – –
EW
2077
Elyxium Wealth
California
$941K +$951K +5,536 New
SIC
2078
Sterling Investment Counsel
New York
$941K +$2.58K +15 +0.3%
IIA
2079
Integral Investment Advisors
California
$939K – – –
RFA
2080
Resurgent Financial Advisors
Georgia
$939K -$72.2K -420 -7%
AAS
2081
Annex Advisory Services
Wisconsin
$937K +$41.7K +243 +5%
MFG
2082
Midwest Financial Group
Kansas
$936K +$2.75K +16 +0.3%
PIMG
2083
Patriot Investment Management Group
Tennessee
$935K – – –
GWANC
2084
Guardian Wealth Advisors (North Carolina)
North Carolina
$933K +$3.95K +23 +0.4%
IWA
2085
IVC Wealth Advisors
Pennsylvania
$930K -$169K -985 -15%
CCA
2086
Childress Capital Advisors
Texas
$930K -$159K -928 -15%
ACP
2087
Aveo Capital Partners
Colorado
$929K +$1.55K +9 +0.2%
OPPS
2088
Obsidian Personal Planning Solutions
Maryland
$928K +$172 +1 +0%
NFA
2089
Northern Financial Advisors
Michigan
$927K -$112K -652 -11%
TFA
2090
Transamerica Financial Advisors
Florida
$925K +$83.7K +487 +10%
LAM
2091
L2 Asset Management
Massachusetts
$924K +$31.4K +183 +3%
FCA
2092
FLC Capital Advisors
California
$923K +$57.9K +337 +7%
DWMS
2093
Dominguez Wealth Management Solutions
Virginia
$922K +$1.55K +9 +0.2%
CIM
2094
CIM Investment Management
Pennsylvania
$921K -$16.7K -97 -2%
FBFS
2095
First Business Financial Services
Wisconsin
$920K -$48.8K -284 -5%
PPC
2096
Park Place Capital
Alabama
$920K +$122K +713 +15%
SPFA
2097
Summit Place Financial Advisors
New Jersey
$918K -$79.4K -462 -8%
PG
2098
Proffitt & Goodson
Tennessee
$918K +$14.4K +84 +2%
WB
2099
West Bancorporation
Iowa
$914K – – –
SWA
2100
Sax Wealth Advisors
New Jersey
$910K +$113K +659 +14%
82 83
84
85 86