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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
2201
Meitav Investment House
Israel
$338K – – –
LPWM
2202
Lake Point Wealth Management
Texas
$338K +$336K +2,470 New
GWM
2203
Greenwich Wealth Management
Connecticut
$337K -$30.8K -226 -8%
PW
2204
Peninsula Wealth
California
$336K +$136 +1 +0%
WFA
2205
Wade Financial Advisory
California
$336K +$334K +2,456 New
GCM
2206
Gladius Capital Management
Illinois
$335K -$68.2K -501 -17%
JFA
2207
Johanson Financial Advisors
California
$335K +$18.4K +135 +6%
PIP
2208
Peachtree Investment Partners
Florida
$332K -$278K -2,041 -46%
PFA
2209
Pettinga Financial Advisors
Indiana
$332K -$3.27K -24 -1%
DC
2210
DeDora Capital
California
$331K +$330K +2,425 New
BWFA
2211
Baltimore-Washington Financial Advisors
Maryland
$330K -$136 -1 -0%
SRCM
2212
Swift Run Capital Management
Virginia
$328K -$102K -750 -24%
DWM
2213
Darwin Wealth Management
Florida
$328K -$15K -110 -4%
FPCP
2214
Fort Point Capital Partners
California
$328K -$1.36K -10 -0.4%
SOAMC
2215
Spirit of America Management Corp
New York
$328K – – –
SA
2216
Sunesis Advisors
Kansas
$328K +$27.2K +200 +9%
OCM
2217
Orleans Capital Management
Louisiana
$327K – – –
KCPG
2218
Kavar Capital Partners Group
Kansas
$327K +$34K +250 +12%
TIA
2219
Tiemann Investment Advisors
California
$326K – – –
JIP
2220
Jaffetilchin Investment Partners
Florida
$324K +$817 +6 +0.3%
CFSG
2221
Community Financial Services Group
Vermont
$323K -$22.6K -166 -7%
HCA
2222
Horan Capital Advisors
Ohio
$323K – – –
MCM
2223
Magnolia Capital Management
New York
$321K +$320K +2,348 New
TCM
2224
Traynor Capital Management
Pennsylvania
$319K -$53.1K -390 -14%
LF
2225
LifeSteps Financial
California
$318K +$317K +2,327 New
87 88
89
90 91