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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2151
Aaron Wealth Advisors
Illinois
$480K +$461K +3,242 New
FPCP
2152
Fort Point Capital Partners
California
$478K -$9.24K -65 -2%
CWM
2153
Connecticut Wealth Management
Connecticut
$478K – – –
HCP
2154
Hexagon Capital Partners
Arkansas
$477K -$28.7K -202 -6%
PWM
2155
PBMares Wealth Management
Virginia
$476K – – –
WGA
2156
Weather Gauge Advisory
Virginia
$475K -$142K -1,000 -24%
BWM
2157
Birchcreek Wealth Management
Ohio
$475K +$456K +3,209 New
RCG
2158
Rock Creek Group
District of Columbia
$474K -$138K -973 -23%
TC
2159
Truvestments Capital
Florida
$472K +$2.27K +16 +0.5%
FIM
2160
Freedom Investment Management
Connecticut
$472K +$19.5K +137 +5%
FI
2161
Fosun International
China
$470K +$97.4K +685 +27%
CWAG
2162
Compton Wealth Advisory Group
Virginia
$470K +$450K +3,168 New
AWA
2163
Alaska Wealth Advisors
Alaska
$469K +$142 +1 +0%
CAMG
2164
CWA Asset Management Group
Florida
$468K -$128K -903 -22%
LA
2165
LexAurum Advisors
Kansas
$468K -$426 -3 -0.1%
BA
2166
Ballast Advisors
Minnesota
$468K – – –
ACM
2167
AlphaStar Capital Management
North Carolina
$468K +$208K +1,465 +79%
TFF
2168
The Family Firm
Maryland
$467K +$39.9K +281 +9%
SFP
2169
Shepherd Financial Partners
Massachusetts
$466K +$64.8K +456 +17%
AA
2170
Alesco Advisors
New York
$464K -$1.42K -10 -0.3%
PWAC
2171
Private Wealth Advisors (California)
California
$464K +$87.7K +617 +23%
MIM
2172
Marco Investment Management
Georgia
$463K – – –
WA
2173
Winfield Associates
Ohio
$463K – – –
TSS
2174
Two Sigma Securities
New York
$463K +$444K +3,123 New
RFN
2175
RDA Financial Network
Iowa
$462K +$54.2K +381 +14%
85 86
87
88 89