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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
2076
Millstone Evans Group
Colorado
$708K -$3.1K -23 -0.4%
ILI
2077
Invesco LLC (Illinois)
Illinois
$707K -$95.9K -712 -12%
AFG
2078
Atomi Financial Group
New York
$706K -$323K -2,400 -31%
EIM
2079
Essex Investment Management
Massachusetts
$705K -$77.9K -578 -10%
PA
2080
Promethium Advisors
Maryland
$704K +$49.2K +365 +7%
JE
2081
JMAC Enterprises
Pennsylvania
$703K +$108K +803 +18%
APA
2082
Astoria Portfolio Advisors
New York
$703K +$35.2K +261 +6%
CPIA
2083
Cornell Pochily Investment Advisors
New York
$700K -$149K -1,104 -17%
JGIA
2084
Jackson Grant Investment Advisers
Connecticut
$700K +$4.85K +36 +0.7%
CIA
2085
Cladis Investment Advisory
Montana
$699K – – –
SFA
2086
Semmax Financial Advisors
North Carolina
$698K +$126K +932 +24%
MCM
2087
Mill Capital Management
North Carolina
$698K -$30.3K -225 -4%
NFG
2088
Nadler Financial Group
Illinois
$698K -$13.3K -99 -2%
S
2089
SimplyRich
California
$697K – – –
PIM
2090
Profit Investment Management
Maryland
$696K -$31K -230 -4%
OWP
2091
Obermeyer Wealth Partners
Colorado
$695K +$29.4K +218 +4%
REMPR
2092
Roof Eidam Maycock Peralta (REMP)
California
$695K – – –
SFG
2093
Sunburst Financial Group
Alabama
$694K -$24.1K -179 -3%
AIP
2094
Almanack Investment Partners
Pennsylvania
$693K +$476K +3,530 +205%
CGFA
2095
Colton Groome Financial Advisors
North Carolina
$693K +$153K +1,138 +28%
SAA
2096
Southeast Asset Advisors
Georgia
$693K +$2.69K +20 +0.4%
BCP
2097
Berkeley Capital Partners
Georgia
$691K -$90.7K -673 -11%
CCA
2098
Cottonwood Capital Advisors
Utah
$689K – – –
SMWM
2099
Silvia McColl Wealth Management
California
$688K – – –
APW
2100
Acima Private Wealth
Virginia
$687K – – –
82 83
84
85 86