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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWA
2176
Robinson Smith Wealth Advisors
Maine
$795K +$777K +4,684 New
PCA
2177
Prosperity Capital Advisors
Ohio
$795K +$2.82K +17 +0.4%
D
2178
Diversified
Delaware
$792K +$77.5K +467 +11%
BRG
2179
Bay Rivers Group
Virginia
$791K +$16.6K +100 +2%
MWA
2180
MN Wealth Advisors
Kansas
$791K +$772K +4,655 New
MFF
2181
Mango Five Family
Nevada
$790K +$771K +4,650 New
WCM
2182
Windsor Capital Management
Arizona
$789K +$11.1K +67 +1%
GFA
2183
Gallagher Fiduciary Advisors
Illinois
$787K +$17.1K +103 +2%
MIM
2184
Miller Investment Management
Pennsylvania
$787K – – –
PSC
2185
Prentiss Smith & Co
Vermont
$786K – – –
TIA
2186
Traphagen Investment Advisors
New Jersey
$785K -$60.7K -366 -7%
FFA
2187
Fortune Financial Advisors
Kansas
$785K +$48.1K +290 +7%
TVAMP
2188
Tennessee Valley Asset Management Partners
Tennessee
$784K +$411K +2,476 +116%
SFG
2189
Socha Financial Group
New York
$784K +$5.64K +34 +0.7%
FPCG
2190
Fort Pitt Capital Group
Pennsylvania
$783K -$12.1K -73 -2%
MF
2191
Montis Financial
Massachusetts
$782K +$73K +440 +11%
PPC
2192
Park Place Capital
Alabama
$782K -$61.2K -369 -7%
CPC
2193
Consolidated Planning Corp
Georgia
$782K +$2.49K +15 +0.3%
NRG
2194
Nemes Rush Group
Michigan
$781K -$61.2K -369 -7%
CCM
2195
Chickasaw Capital Management
Tennessee
$780K -$24.9K -150 -3%
HCP
2196
Hexagon Capital Partners
Arkansas
$778K +$151K +909 +25%
TNA
2197
True North Advisors
Texas
$777K -$53.7K -324 -7%
OCG
2198
Opus Capital Group
Ohio
$776K -$4.31K -26 -0.6%
C
2199
Certuity
Florida
$775K +$194K +1,170 +35%
LEA
2200
Legacy Edge Advisors
New York
$774K +$756K +4,559 New
86 87
88
89 90