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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2226
Liberty Wealth Management
California
$430K +$3.5K +24 +0.8%
PWS
2227
Private Wealth Strategies
Ohio
$427K – – –
SC
2228
Scholtz & Company
Connecticut
$426K -$85.2K -585 -17%
FMN
2229
Financial Management Network
California
$424K +$437 +3 +0.1%
LAM
2230
LifePro Asset Management
California
$423K +$1.6K +11 +0.4%
AIFAIM
2231
American Institute for Advanced Investment Management
Arizona
$422K -$101K -695 -20%
CCC
2232
Crescent Capital Consulting
Louisiana
$418K -$4.52K -31 -1%
AFIA
2233
America First Investment Advisors
Nebraska
$418K – – –
PCM
2234
Pointe Capital Management
Michigan
$418K +$2.19K +15 +0.5%
OPOWM
2235
One Plus One Wealth Management
Florida
$416K +$36.4K +250 +10%
WPW
2236
Warther Private Wealth
Ohio
$415K +$408K +2,797 New
SBF
2237
Sara-Bay Financial
Florida
$414K +$4.37K +30 +1%
CGH
2238
CMG Global Holdings
Texas
$413K – – –
CTFG
2239
Capstone Triton Financial Group
Oklahoma
$413K +$55.5K +381 +16%
SSI
2240
Scott & Selber Inc
Texas
$412K -$28.4K -195 -7%
FA
2241
Financial Advisors
Massachusetts
$412K +$583 +4 +0.1%
SFC
2242
SYM Financial Corp
Indiana
$412K +$191K +1,312 +89%
MSR
2243
Main Street Research
Connecticut
$410K -$40.9K -281 -9%
FFWM
2244
Future Financial Wealth Management
Ohio
$410K +$38.5K +264 +11%
FDS
2245
First Dallas Securities
Texas
$410K +$184K +1,266 +84%
OCM
2246
Orion Capital Management
California
$408K – – –
SC
2247
Steph & Co
Wisconsin
$408K – – –
EF
2248
Empowered Funds
Pennsylvania
$408K +$401K +2,752 New
PP
2249
Professional Planning
California
$407K -$68.5K -470 -15%
RCG
2250
Rock Creek Group
District of Columbia
$407K +$118K +807 +42%
88 89
90
91 92