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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2176
Aventura Private Wealth
Florida
$595K +$41.6K +278 +7%
AA
2177
Advisory Advocates
Michigan
$595K -$111K -739 -14%
HCMG
2178
Howard Capital Management Group
California
$595K – – –
AIM
2179
AMI Investment Management
Indiana
$593K -$62.4K -417 -9%
TVWM
2180
Tower View Wealth Management
Wisconsin
$592K -$82.4K -551 -11%
CHAM
2181
Clear Harbor Asset Management
Connecticut
$591K -$453K -3,029 -41%
SWMP
2182
Signature Wealth Management Partners
New Jersey
$590K – – –
AA
2183
Auxano Advisors
Washington
$590K -$10.5K -70 -2%
NAS
2184
NWF Advisory Services
California
$589K -$748 -5 -0.1%
WI
2185
WrapManager Inc
California
$589K -$31.8K -213 -5%
CA
2186
Cache Advisors
California
$588K – – –
SIA
2187
Spectrum Investment Advisors
Wisconsin
$587K – – –
DM
2188
Diversified Management
Wisconsin
$587K -$1.92M -12,818 -75%
BDF
2189
Black Diamond Financial
Maryland
$587K +$9.42K +63 +1%
WFA
2190
WJ Financial Advisors
Connecticut
$586K -$1.5K -10 -0.2%
QA
2191
Quattro Advisors
Pennsylvania
$586K +$97.6K +653 +18%
PWP
2192
Phillips Wealth Planners
Mississippi
$586K +$33.2K +222 +6%
CT
2193
Clearstead Trust
Maine
$586K -$249K -1,668 -28%
WTB
2194
Washington Trust Bank
Washington
$583K -$65.8K -440 -9%
PCS
2195
Personal CFO Solutions
New Jersey
$581K +$32K +214 +5%
WCM
2196
Winebrenner Capital Management
Kentucky
$581K +$11.2K +75 +2%
SLA
2197
Silver Lake Advisory
Utah
$580K -$41.3K -276 -6%
PA
2198
Perennial Advisors
New York
$579K +$598 +4 +0.1%
CAM
2199
Councilmark Asset Management
Tennessee
$579K – – –
LWM
2200
Liberty Wealth Management
California
$578K – – –
86 87
88
89 90