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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
2201
Legacy Edge Advisors
New York
$774K +$756K +4,559 New
BZWA
2202
Blue Zone Wealth Advisors
California
$773K – – –
LIA
2203
LBMC Investment Advisors
Tennessee
$773K – – –
SWA
2204
SOA Wealth Advisors
New York
$770K -$34K -205 -4%
AMCA
2205
Arthur M. Cohen & Associates
Illinois
$768K +$58.5K +353 +8%
SWMP
2206
Signature Wealth Management Partners
New Jersey
$768K -$16.6K -100 -2%
TFF
2207
The Family Firm
Maryland
$767K +$2.16K +13 +0.3%
DWM
2208
Drive Wealth Management
Utah
$767K +$3.48K +21 +0.5%
TIM
2209
Thompson Investment Management
Wisconsin
$767K +$4.15K +25 +0.6%
AWAP
2210
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$765K – – –
ME
2211
McIlrath & Eck
Washington
$764K +$4.31K +26 +0.6%
SPC
2212
Stewart & Patten Company
California
$763K – – –
SIA
2213
Spectrum Investment Advisors
Wisconsin
$763K +$745K +4,492 New
HCMG
2214
Howard Capital Management Group
California
$761K +$75.5K +455 +11%
GWM
2215
Greenwich Wealth Management
Connecticut
$760K +$2.65K +16 +0.4%
JWWM
2216
Johnson & White Wealth Management
Pennsylvania
$759K +$42.8K +258 +6%
BDF
2217
Black Diamond Financial
Maryland
$757K +$332 +2 +0%
LAM
2218
L2 Asset Management
Massachusetts
$757K +$712K +4,292 +2,633%
IIC
2219
Integrated Investment Consultants
Michigan
$756K -$41.6K -251 -5%
WP
2220
Waycross Partners
Kentucky
$753K – – –
PBO
2221
Peoples Bank (Ohio)
Ohio
$753K -$8.79K -53 -1%
KFA
2222
Kelleher Financial Advisors
New York
$752K +$43.6K +263 +6%
FFS
2223
Founders Financial Securities
Maryland
$750K +$384K +2,318 +110%
PWCM
2224
Processus Wealth & Capital Management
Tennessee
$750K +$732K +4,414 New
SL
2225
SFM LLC
New Hampshire
$749K +$732K +4,411 New
87 88
89
90 91