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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
2201
Independent Solutions Wealth Management
New York
$607K -$11.1K -66 -2%
WAM
2202
WFA Asset Management
Wisconsin
$607K +$3.86K +23 +0.6%
AWM
2203
AllSquare Wealth Management
New York
$605K +$336 +2 +0.1%
SFA
2204
Souders Financial Advisors
Ohio
$604K +$5.21K +31 +0.9%
ALAM
2205
Asahi Life Asset Management
Japan
$603K -$3.36K -20 -0.6%
PPP
2206
Private Portfolio Partners
New Jersey
$600K +$88.3K +526 +17%
LWM
2207
Loveless Wealth Management
Montana
$600K -$15.1K -90 -2%
KW
2208
KWB Wealth
California
$600K – – –
SFG
2209
SNS Financial Group
Minnesota
$599K -$16.8K -100 -3%
CAM
2210
Cubic Asset Management
Massachusetts
$596K – – –
CWM
2211
Connecticut Wealth Management
Connecticut
$596K +$28.9K +172 +5%
FC
2212
Financial Council
Maryland
$593K -$4.87K -29 -0.8%
CAM
2213
Covenant Asset Management
New Jersey
$593K – – –
GWA
2214
Gibson Wealth Advisors
Texas
$593K – – –
FMP
2215
Financial Management Professionals
Texas
$592K +$85.5K +509 +17%
SWM
2216
Silverlake Wealth Management
Vermont
$592K +$10.1K +60 +2%
ES
2217
ETF Store
Kansas
$591K -$4.2K -25 -0.7%
HWMG
2218
Hurlow Wealth Management Group
Indiana
$589K -$71.2K -424 -11%
MC
2219
Maverick Capital
Texas
$588K +$590K +3,513 New
CC
2220
Corton Capital
Ontario, Canada
$588K +$590K +3,515 New
IP
2221
Intellectus Partners
California
$586K – – –
TWI
2222
Thomas White International
Illinois
$585K – – –
BFS
2223
Bickling Financial Services
Massachusetts
$582K -$46.5K -277 -7%
NWM
2224
Nauset Wealth Management
Connecticut
$581K +$215K +1,282 +59%
RFA
2225
RTD Financial Advisors
Pennsylvania
$580K +$3.19K +19 +0.6%
87 88
89
90 91