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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
2201
DT Investment Partners
Pennsylvania
$424K – – –
IWA
2202
Inspirion Wealth Advisors
Illinois
$423K – – –
PPW
2203
Parcion Private Wealth
Washington
$421K -$83K -605 -17%
SSI
2204
Scott & Selber Inc
Texas
$421K – – –
GLA
2205
Good Life Advisors
Pennsylvania
$420K +$33.5K +244 +9%
KFA
2206
Krane Funds Advisors
New York
$420K +$47.6K +347 +13%
SIA
2207
Soltis Investment Advisors
Utah
$419K -$5.63K -41 -1%
TW
2208
TrinityPoint Wealth
Connecticut
$419K – – –
EWA
2209
ERTS Wealth Advisors
Michigan
$419K +$412 +3 +0.1%
ACM
2210
AUA Capital Management
Pennsylvania
$418K – – –
SAS
2211
Sanford Advisory Services
Michigan
$416K – – –
FMN
2212
Financial Management Network
California
$414K -$1.65K -12 -0.4%
PD
2213
Planning Directions
Pennsylvania
$413K +$17.7K +129 +5%
PAM
2214
Premier Asset Management
Illinois
$412K +$399K +2,910 New
LPIC
2215
LeJeune Puetz Investment Counsel
Michigan
$409K -$13.7K -100 -3%
PCM
2216
Prelude Capital Management
New York
$409K +$164K +1,196 +71%
D
2217
Diversified
Delaware
$408K +$1.24K +9 +0.3%
PWS
2218
Private Wealth Strategies
Ohio
$407K – – –
DFG
2219
Demars Financial Group
Washington
$406K -$738K -5,378 -65%
CCC
2220
Crescent Capital Consulting
Louisiana
$404K +$28.4K +207 +8%
LAM
2221
LifePro Asset Management
California
$402K -$29.9K -218 -7%
RWP
2222
Ridgecrest Wealth Partners
California
$400K +$388K +2,825 New
AFIA
2223
America First Investment Advisors
Nebraska
$399K – – –
TWI
2224
Thomas White International
Illinois
$399K – – –
PCM
2225
Pointe Capital Management
Michigan
$397K -$41.2K -300 -10%
87 88
89
90 91