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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2201
LifePro Asset Management
California
$448K +$18.9K +122 +4%
CCIA
2202
Cherry Creek Investment Advisors
Colorado
$448K +$117K +758 +34%
CAL
2203
Capital Advisors Ltd
Ohio
$446K -$19.2K -124 -4%
IWP
2204
Innova Wealth Partners
Pennsylvania
$446K -$7.74K -50 -2%
AIM
2205
Allen Investment Management
New York
$445K +$77.4K +500 +20%
ACM
2206
AUA Capital Management
Pennsylvania
$444K – – –
EWA
2207
ERTS Wealth Advisors
Michigan
$444K – – –
AWM
2208
Accurate Wealth Management
Florida
$443K +$41K +265 +10%
SAS
2209
Sanford Advisory Services
Michigan
$442K – – –
AWA
2210
Aaron Wealth Advisors
Illinois
$441K -$9.6K -62 -2%
WA
2211
Winfield Associates
Ohio
$440K -$31K -200 -6%
IWA
2212
Inspirion Wealth Advisors
Illinois
$439K – – –
PAM
2213
Premier Asset Management
Illinois
$438K -$40.1K -259 -8%
SAM
2214
Secure Asset Management
Michigan
$436K -$20.6K -133 -4%
PWS
2215
Private Wealth Strategies
Ohio
$436K +$2.79K +18 +0.6%
FFG
2216
Frisch Financial Group
New York
$434K -$72.9K -471 -14%
PPW
2217
Parcion Private Wealth
Washington
$433K +$14.1K +91 +3%
MGWM
2218
Marks Group Wealth Management
Minnesota
$433K +$228K +1,470 +104%
PPP
2219
Private Portfolio Partners
New Jersey
$433K -$25.7K -166 -5%
PCM
2220
Pointe Capital Management
Michigan
$432K +$7.74K +50 +2%
RC
2221
Rinet Company
Massachusetts
$431K -$22.4K -145 -5%
SFC
2222
SYM Financial Corp
Indiana
$431K +$13.6K +88 +3%
CWA
2223
Cornerstone Wealth Advisors
Minnesota
$430K +$443K +2,860 New
FMN
2224
Financial Management Network
California
$429K +$1.55K +10 +0.4%
CCFM
2225
Clear Creek Financial Management
Washington
$426K +$25.5K +165 +6%
87 88
89
90 91