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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ILI
2076
Invesco LLC (Illinois)
Illinois
$707K -$95.9K -712 -12%
AFG
2077
Atomi Financial Group
New York
$706K -$323K -2,400 -31%
EIM
2078
Essex Investment Management
Massachusetts
$705K -$77.9K -578 -10%
PA
2079
Promethium Advisors
Maryland
$704K +$49.2K +365 +7%
JE
2080
JMAC Enterprises
Pennsylvania
$703K +$108K +803 +18%
APA
2081
Astoria Portfolio Advisors
New York
$703K +$35.2K +261 +6%
CPIA
2082
Cornell Pochily Investment Advisors
New York
$700K -$149K -1,104 -17%
JGIA
2083
Jackson Grant Investment Advisers
Connecticut
$700K +$4.85K +36 +0.7%
CIA
2084
Cladis Investment Advisory
Montana
$699K – – –
SFA
2085
Semmax Financial Advisors
North Carolina
$698K +$126K +932 +24%
MCM
2086
Mill Capital Management
North Carolina
$698K -$30.3K -225 -4%
NFG
2087
Nadler Financial Group
Illinois
$698K -$13.3K -99 -2%
S
2088
SimplyRich
California
$697K – – –
PIM
2089
Profit Investment Management
Maryland
$696K -$31K -230 -4%
OWP
2090
Obermeyer Wealth Partners
Colorado
$695K +$29.4K +218 +4%
REMPR
2091
Roof Eidam Maycock Peralta (REMP)
California
$695K – – –
SFG
2092
Sunburst Financial Group
Alabama
$694K -$24.1K -179 -3%
AIP
2093
Almanack Investment Partners
Pennsylvania
$693K +$476K +3,530 +205%
CGFA
2094
Colton Groome Financial Advisors
North Carolina
$693K +$153K +1,138 +28%
SAA
2095
Southeast Asset Advisors
Georgia
$693K +$2.69K +20 +0.4%
BCP
2096
Berkeley Capital Partners
Georgia
$691K -$90.7K -673 -11%
CCA
2097
Cottonwood Capital Advisors
Utah
$689K – – –
SMWM
2098
Silvia McColl Wealth Management
California
$688K – – –
APW
2099
Acima Private Wealth
Virginia
$687K – – –
HP
2100
Holistic Planning
Texas
$687K +$166K +1,229 +31%
82 83
84
85 86