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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
2151
NewEdge Wealth
Pennsylvania
$493K +$507K +3,278 New
AA
2152
Alesco Advisors
New York
$492K – – –
MCA
2153
Morris Capital Advisors
Pennsylvania
$488K -$37.6K -243 -7%
TCM
2154
Tradewinds Capital Management
Washington
$487K +$213K +1,376 +74%
AWA
2155
Arkadios Wealth Advisors
Georgia
$486K -$729K -4,711 -59%
PD
2156
Planning Directions
Pennsylvania
$486K +$2.48K +16 +0.5%
WGA
2157
Weather Gauge Advisory
Virginia
$483K -$26.5K -171 -5%
IIM
2158
Ironwood Investment Management
Massachusetts
$482K -$9.29K -60 -2%
CAMG
2159
CWA Asset Management Group
Florida
$481K +$21.2K +137 +4%
SFP
2160
Shepherd Financial Partners
Massachusetts
$480K – – –
DC
2161
DeDora Capital
California
$479K -$36.4K -235 -7%
PWAC
2162
Private Wealth Advisors (California)
California
$479K +$2.32K +15 +0.5%
DIP
2163
DT Investment Partners
Pennsylvania
$479K +$28.3K +183 +6%
JCIA
2164
Jackson Creek Investment Advisors
Colorado
$478K -$21.7K -140 -4%
HC
2165
HNP Capital
New York
$478K -$15.5K -100 -3%
VRM
2166
Vectors Research Management
New York
$478K -$15.5K -100 -3%
FDS
2167
First Dallas Securities
Texas
$477K +$61.9K +400 +14%
HHGA
2168
Halbert Hargrove Global Advisors
California
$475K -$9.44K -61 -2%
SFG
2169
Sovereign Financial Group
Connecticut
$473K -$108K -699 -18%
BA
2170
Ballast Advisors
Minnesota
$473K -$2.17K -14 -0.4%
GLA
2171
Good Life Advisors
Pennsylvania
$473K +$73.7K +476 +18%
D
2172
Diversified
Delaware
$470K +$155 +1 +0%
MA
2173
Mezzasalma Advisors
New Jersey
$470K +$4.02K +26 +0.8%
OFS
2174
Oldfather Financial Services
Nebraska
$469K +$14.7K +95 +3%
LFG
2175
Larson Financial Group
Missouri
$467K +$184K +1,191 +62%
85 86
87
88 89