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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2201
ArchPoint Investors
Florida
$44K – – –
WCM
2202
Wealthcare Capital Management
Virginia
$44K – – –
FGC
2203
Financial Gravity Companies
Texas
$41K +$41.4K +367 New
DOA
2204
D'Orazio & Associates
Virginia
$39K – – –
1NWS
2205
1 North Wealth Services
Maryland
$39K +$39.7K +352 New
FWM
2206
Focused Wealth Management
New York
$36K +$338 +3 +0.9%
RBC
2207
Roble Belko & Company
Pennsylvania
$34K -$56.4K -500 -62%
JWM
2208
Janiczek Wealth Management
Colorado
$34K – – –
RIA
2209
RPG Investment Advisory
California
$33K -$8.01K -71 -19%
SA
2210
SRH Advisors
Kansas
$33K – – –
WAM
2211
Watermark Asset Management
California
$33K – – –
CFA
2212
Camarda Financial Advisors
Florida
$31K -$66K -585 -67%
FFW
2213
Fusion Family Wealth
New York
$31K – – –
HS
2214
Horan Securities
United States
$30K +$25.9K +230 +460%
CA
2215
Crewe Advisors
Utah
$29K – – –
BCM
2216
Brasada Capital Management
Texas
$28K -$19.7K -175 -41%
AWM
2217
Avondale Wealth Management
Texas
$28K – – –
TAIM
2218
TD Ameritrade Investment Management
Nebraska
$23K -$143K -1,265 -86%
PCIA
2219
Prime Capital Investment Advisors
Kansas
$22K -$79.3K -703 -78%
CFN
2220
Cordasco Financial Network
Florida
$22K – – –
NIM
2221
NuWave Investment Management
New Jersey
$21K -$129K -1,148 -86%
GWA
2222
Guidant Wealth Advisors
Illinois
$20K -$28.5K -253 -58%
OAJ
2223
Ogorek Anthony Joseph
New York
$20K -$24.5K -217 -55%
LBG
2224
Lloyds Banking Group
United Kingdom
$20K – – –
DWA
2225
Dougherty Wealth Advisers
Minnesota
$19K +$18.6K +165 New
87 88
89
90 91