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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2151
Klingman & Associates
New York
$819K +$2.24K +12 +0.3%
MWM
2152
MBE Wealth Management
Wisconsin
$818K +$443K +2,372 +116%
SC
2153
Solstein Capital
California
$816K +$22K +118 +3%
MAM
2154
Montchanin Asset Management
Delaware
$816K – – –
GFP
2155
Gryphon Financial Partners
Ohio
$811K -$58K -311 -7%
CWM
2156
Connecticut Wealth Management
Connecticut
$811K +$157K +843 +24%
CSWM
2157
Cassady Schiller Wealth Management
Ohio
$806K +$49.6K +266 +7%
AW
2158
Atlas Wealth
Ohio
$804K – – –
BCG
2159
Breakwater Capital Group
New Jersey
$803K +$222K +1,191 +38%
FB
2160
First Bancorp
Maine
$802K -$37.3K -200 -4%
FFA
2161
Fortune Financial Advisors
Kansas
$802K +$808K +4,329 New
T
2162
TRUADVICE
Florida
$800K -$42.7K -229 -5%
PCA
2163
Prosperity Capital Advisors
Ohio
$800K +$49.3K +264 +7%
TWM
2164
Tradition Wealth Management
Minnesota
$798K +$136K +731 +20%
DWM
2165
Drive Wealth Management
Utah
$797K -$30.8K -165 -4%
SCA
2166
Sandy Cove Advisors
Massachusetts
$797K +$803K +4,303 New
GWAM
2167
Guardian Wealth Advisors (Minnesota)
Minnesota
$796K -$18.5K -99 -2%
RIM
2168
Redwood Investment Management
Arizona
$795K -$210K -1,123 -21%
IAP
2169
Indie Asset Partners
Indiana
$789K +$4.67K +25 +0.6%
GWP
2170
Gateway Wealth Partners
Wisconsin
$789K +$48.3K +259 +6%
LFG
2171
Larson Financial Group
Missouri
$788K +$17.7K +95 +2%
TAM
2172
Trillium Asset Management
Massachusetts
$787K -$38.6K -207 -5%
RPWA
2173
Regent Peak Wealth Advisors
Georgia
$787K -$6.72K -36 -0.8%
AIS
2174
American Investment Services
Massachusetts
$785K – – –
DLCIG
2175
D.L. Carlson Investment Group
New Hampshire
$785K -$21.5K -115 -3%
85 86
87
88 89