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PEP

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