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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
2176
Fiduciary Family Office
Florida
$796K +$777K +4,684 New
RSWA
2177
Robinson Smith Wealth Advisors
Maine
$795K +$777K +4,684 New
PCA
2178
Prosperity Capital Advisors
Ohio
$795K +$2.82K +17 +0.4%
D
2179
Diversified
Delaware
$792K +$77.5K +467 +11%
BRG
2180
Bay Rivers Group
Virginia
$791K +$16.6K +100 +2%
MWA
2181
MN Wealth Advisors
Kansas
$791K +$772K +4,655 New
MFF
2182
Mango Five Family
Nevada
$790K +$771K +4,650 New
WCM
2183
Windsor Capital Management
Arizona
$789K +$11.1K +67 +1%
GFA
2184
Gallagher Fiduciary Advisors
Illinois
$787K +$17.1K +103 +2%
MIM
2185
Miller Investment Management
Pennsylvania
$787K – – –
PSC
2186
Prentiss Smith & Co
Vermont
$786K – – –
TIA
2187
Traphagen Investment Advisors
New Jersey
$785K -$60.7K -366 -7%
FFA
2188
Fortune Financial Advisors
Kansas
$785K +$48.1K +290 +7%
TVAMP
2189
Tennessee Valley Asset Management Partners
Tennessee
$784K +$411K +2,476 +116%
SFG
2190
Socha Financial Group
New York
$784K +$5.64K +34 +0.7%
FPCG
2191
Fort Pitt Capital Group
Pennsylvania
$783K -$12.1K -73 -2%
MF
2192
Montis Financial
Massachusetts
$782K +$73K +440 +11%
PPC
2193
Park Place Capital
Alabama
$782K -$61.2K -369 -7%
CPC
2194
Consolidated Planning Corp
Georgia
$782K +$2.49K +15 +0.3%
NRG
2195
Nemes Rush Group
Michigan
$781K -$61.2K -369 -7%
CCM
2196
Chickasaw Capital Management
Tennessee
$780K -$24.9K -150 -3%
HCP
2197
Hexagon Capital Partners
Arkansas
$778K +$151K +909 +25%
TNA
2198
True North Advisors
Texas
$777K -$53.7K -324 -7%
OCG
2199
Opus Capital Group
Ohio
$776K -$4.31K -26 -0.6%
C
2200
Certuity
Florida
$775K +$194K +1,170 +35%
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88
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