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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2126
Wade Financial Advisory
California
$682K -$2.18M -12,957 -76%
CFG
2127
Cooper Financial Group
California
$682K -$182K -1,083 -21%
MWM
2128
Marion Wealth Management
Pennsylvania
$679K +$7.72K +46 +1%
SCA
2129
Sippican Capital Advisors
Massachusetts
$677K -$2.52K -15 -0.4%
TBWA
2130
Three Bridge Wealth Advisors
California
$677K +$679K +4,047 New
SIS
2131
Sound Income Strategies
Florida
$676K +$13.4K +80 +2%
OLVIG
2132
Oliver Lagore Vanvalin Investment Group
Michigan
$674K -$3.69M -21,988 -85%
FSA
2133
Fort Sheridan Advisors
Illinois
$674K – – –
TSWM
2134
Tyler-Stone Wealth Management
Ohio
$672K -$106K -631 -14%
APC
2135
Aspire Private Capital
North Carolina
$671K +$107K +640 +19%
SPWM
2136
Spartan Planning & Wealth Management
North Carolina
$671K +$673K +4,008 New
FSG
2137
Financial Strategies Group
Michigan
$668K +$70.3K +419 +12%
IPAM
2138
ICICI Prudential Asset Management
India
$668K +$94.9K +565 +17%
C
2139
CEDRUS
Colorado
$667K +$38.6K +230 +6%
SDWMA
2140
Schneider Downs Wealth Management Advisors
Pennsylvania
$667K -$9.07K -54 -1%
HCM
2141
Hutchinson Capital Management
California
$666K -$1.68K -10 -0.3%
STA
2142
Summit Trail Advisors
New York
$665K +$57.1K +340 +9%
MWPCG
2143
Measured Wealth Private Client Group
New Hampshire
$664K -$66.1K -394 -9%
BFA
2144
Brendel Financial Advisors
New Hampshire
$663K -$1.74M -10,344 -72%
WBG
2145
Wharton Business Group
Pennsylvania
$656K – – –
ACI
2146
Alpha Cubed Investments
California
$656K +$228K +1,358 +53%
TIA
2147
Traphagen Investment Advisors
New Jersey
$656K -$58.9K -351 -8%
MAG
2148
MRA Advisory Group
New Jersey
$655K -$31.1K -185 -5%
DI
2149
Disciplined Investments
Oklahoma
$654K +$39.5K +235 +6%
MFC
2150
Morris Financial Concepts
South Carolina
$652K +$1.85K +11 +0.3%
84 85
86
87 88