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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2201
Tortoise Investment Management
New York
$449K -$8.51K -55 -2%
LAM
2202
LifePro Asset Management
California
$448K +$18.9K +122 +4%
CCIA
2203
Cherry Creek Investment Advisors
Colorado
$448K +$117K +758 +34%
CAL
2204
Capital Advisors Ltd
Ohio
$446K -$19.2K -124 -4%
IWP
2205
Innova Wealth Partners
Pennsylvania
$446K -$7.74K -50 -2%
AIM
2206
Allen Investment Management
New York
$445K +$77.4K +500 +20%
ACM
2207
AUA Capital Management
Pennsylvania
$444K – – –
EWA
2208
ERTS Wealth Advisors
Michigan
$444K – – –
AWM
2209
Accurate Wealth Management
Florida
$443K +$41K +265 +10%
SAS
2210
Sanford Advisory Services
Michigan
$442K – – –
AWA
2211
Aaron Wealth Advisors
Illinois
$441K -$9.6K -62 -2%
WA
2212
Winfield Associates
Ohio
$440K -$31K -200 -6%
IWA
2213
Inspirion Wealth Advisors
Illinois
$439K – – –
PAM
2214
Premier Asset Management
Illinois
$438K -$40.1K -259 -8%
SAM
2215
Secure Asset Management
Michigan
$436K -$20.6K -133 -4%
PWS
2216
Private Wealth Strategies
Ohio
$436K +$2.79K +18 +0.6%
FFG
2217
Frisch Financial Group
New York
$434K -$72.9K -471 -14%
PPW
2218
Parcion Private Wealth
Washington
$433K +$14.1K +91 +3%
MGWM
2219
Marks Group Wealth Management
Minnesota
$433K +$228K +1,470 +104%
PPP
2220
Private Portfolio Partners
New Jersey
$433K -$25.7K -166 -5%
PCM
2221
Pointe Capital Management
Michigan
$432K +$7.74K +50 +2%
RC
2222
Rinet Company
Massachusetts
$431K -$22.4K -145 -5%
SFC
2223
SYM Financial Corp
Indiana
$431K +$13.6K +88 +3%
CWA
2224
Cornerstone Wealth Advisors
Minnesota
$430K +$443K +2,860 New
FMN
2225
Financial Management Network
California
$429K +$1.55K +10 +0.4%
87 88
89
90 91