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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
2151
Good Life Advisors
Pennsylvania
$371K +$16.6K +122 +5%
RFN
2152
RDA Financial Network
Iowa
$370K +$817 +6 +0.2%
CP
2153
Covenant Partners
Tennessee
$370K +$368K +2,706 New
EP
2154
Edgestream Partners
New Jersey
$369K -$2.06M -15,113 -85%
SAM
2155
Secure Asset Management
Michigan
$369K +$368K +2,703 New
ACP
2156
Aveo Capital Partners
Colorado
$368K -$43.7K -321 -11%
ICM
2157
IMS Capital Management
Oregon
$368K +$57.7K +424 +19%
AWM
2158
Atticus Wealth Management
Florida
$368K +$366K +2,692 New
TCM
2159
Teza Capital Management
Illinois
$368K +$367K +2,693 New
CIA
2160
Cascade Investment Advisors
Oregon
$368K -$46.3K -340 -11%
HWA
2161
Heartwood Wealth Advisors
Virginia
$367K +$365K +2,683 New
FQ
2162
First Quadrant
California
$366K – – –
BWA
2163
BDO Wealth Advisors
Florida
$365K -$19.1K -140 -5%
PCM
2164
Princeton Capital Management
New Jersey
$362K – – –
APW
2165
Aurora Private Wealth
New Jersey
$362K +$361K +2,652 New
LK
2166
Lumbard & Kellner
New Hampshire
$361K -$42.2K -310 -11%
HI
2167
Human Investing
Oregon
$361K -$19.9K -146 -5%
DA
2168
Doliver Advisors
Texas
$361K +$28.6K +210 +9%
SIA
2169
Soltis Investment Advisors
Utah
$361K +$359K +2,639 New
FA
2170
Fagan Associates
New York
$358K +$2.04K +15 +0.6%
HFP
2171
Holistic Financial Partners
Indiana
$358K +$109K +803 +44%
PGA
2172
Portland Global Advisors
Maine
$357K – – –
ECA
2173
Elevated Capital Advisors
Utah
$357K +$356K +2,613 New
POIA
2174
Pin Oak Investment Advisors
Texas
$356K -$10.2K -75 -3%
LCS
2175
Levin Capital Strategies
New York
$356K – – –
85 86
87
88 89