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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
2176
Xcel Wealth Management
Florida
$780K -$113K -657 -12%
CA
2177
Cresta Advisors
Texas
$780K -$1.9K -11 -0.2%
PSC
2178
Prentiss Smith & Co
Vermont
$779K – – –
WMA
2179
West Michigan Advisors
Michigan
$777K -$6.39K -37 -0.8%
DWM
2180
Drive Wealth Management
Utah
$777K +$46.1K +267 +6%
SCA
2181
Sandy Cove Advisors
Massachusetts
$776K +$14.5K +84 +2%
CWM
2182
Cahaba Wealth Management
Georgia
$775K -$355K -2,055 -30%
PPC
2183
Park Place Capital
Alabama
$774K -$12.9K -75 -2%
SWA
2184
Sax Wealth Advisors
New Jersey
$774K +$145K +843 +22%
FWS
2185
FinDec Wealth Services
California
$774K – – –
BP
2186
Broadleaf Partners
Ohio
$772K – – –
PA
2187
Perennial Advisors
New York
$772K -$133K -771 -14%
SWMP
2188
Signature Wealth Management Partners
New Jersey
$770K – – –
SC
2189
Savoie Capital
Illinois
$767K – – –
FFM
2190
Fullerton Fund Management
Singapore
$764K +$63K +365 +9%
CCM
2191
Chickasaw Capital Management
Tennessee
$764K +$7.77K +45 +1%
MIM
2192
Miller Investment Management
Pennsylvania
$764K – – –
OFG
2193
Oxford Financial Group
Indiana
$764K +$215K +1,246 +37%
CNBT
2194
Cornerstone National Bank & Trust
Illinois
$761K +$25.4K +147 +3%
FFA
2195
Fortune Financial Advisors
Kansas
$760K -$1.38K -8 -0.2%
KTM
2196
Keeler Thomas Management
Utah
$759K -$164K -949 -17%
HDIM
2197
Hanson & Doremus Investment Management
Vermont
$758K -$79.2K -459 -9%
CWP
2198
Capital Wealth Planning
Florida
$758K +$78.7K +456 +11%
CWMGP
2199
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$756K -$6.04K -35 -0.8%
MA
2200
MJP Associates
Connecticut
$755K -$31.1K -180 -4%
86 87
88
89 90