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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2176
Transform Wealth
Colorado
$470K -$103K -706 -18%
PAM
2177
Premier Asset Management
Illinois
$470K +$37.7K +259 +9%
AIP
2178
Almanack Investment Partners
Pennsylvania
$469K -$329K -2,258 -42%
WA
2179
Waverly Advisors
Alabama
$468K -$1.46K -10 -0.3%
BA
2180
Ballast Advisors
Minnesota
$468K – – –
DI
2181
Disciplined Investments
Oklahoma
$467K – – –
WA
2182
Winfield Associates
Ohio
$463K – – –
D
2183
Diversified
Delaware
$463K +$34.8K +239 +8%
SPP
2184
Single Point Partners
Massachusetts
$462K -$64.1K -440 -12%
MA
2185
Mezzasalma Advisors
New Jersey
$459K +$437 +3 +0.1%
GAMC
2186
Garner Asset Management Corp
Texas
$459K +$452K +3,100 New
CAL
2187
Capital Advisors Ltd
Ohio
$458K – – –
1WA
2188
180 Wealth Advisors
Washington
$457K -$9.03K -62 -2%
LWM
2189
Loveless Wealth Management
Montana
$457K +$78.7K +540 +21%
TFM
2190
TFC Financial Management
Massachusetts
$455K -$21.9K -150 -5%
MIM
2191
Marco Investment Management
Georgia
$454K – – –
SSA
2192
South Street Advisors
New York
$454K +$447K +3,065 New
CAMG
2193
CWA Asset Management Group
Florida
$453K -$134K -922 -23%
STA
2194
Summit Trail Advisors
New York
$453K +$3.93K +27 +0.9%
VC
2195
Veracity Capital
Georgia
$452K -$13.1K -90 -3%
DIM
2196
Delta Investment Management
California
$452K +$146 +1 +0%
MIM
2197
Merrion Investment Management
New Jersey
$451K – – –
RWP
2198
Ridgecrest Wealth Partners
California
$451K +$31.9K +219 +8%
PPP
2199
Private Portfolio Partners
New Jersey
$451K -$8.16K -56 -2%
TIM
2200
Tortoise Investment Management
New York
$450K – – –
86 87
88
89 90