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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2226
Montis Financial
Massachusetts
$706K -$182K -1,004 -19%
KFA
2227
Kelleher Financial Advisors
New York
$705K +$53.2K +293 +8%
SCA
2228
Sandy Cove Advisors
Massachusetts
$704K -$27.2K -150 -3%
AFC
2229
AFT Forsyth & Company
Florida
$703K – – –
SM
2230
Sweeney & Michel
California
$703K +$3.09K +17 +0.4%
CCP
2231
Cassia Capital Partners
North Carolina
$702K +$11.4K +63 +2%
SFWA
2232
Summit Financial Wealth Advisors
Louisiana
$701K +$81.7K +450 +12%
IP
2233
Ignite Planners
California
$696K -$108K -593 -12%
GCM
2234
Gables Capital Management
Florida
$695K – – –
WDL
2235
Well Done LLC
Michigan
$694K -$1.64K -9 -0.2%
NAG
2236
Northstar Advisory Group
New Jersey
$692K -$3.47M -19,079 -82%
CSWM
2237
Cassady Schiller Wealth Management
Ohio
$692K -$48.3K -266 -6%
PWM
2238
Paulson Wealth Management
Illinois
$691K +$127K +698 +21%
CICI
2239
Capital Investment Counsel Inc
North Carolina
$687K -$14.9K -82 -2%
CFS
2240
Commonwealth Financial Services
West Virginia
$687K +$736K +4,052 New
AAP
2241
Arax Advisory Partners
Colorado
$685K +$136K +748 +23%
SIA
2242
Soltis Investment Advisors
Utah
$684K +$55.4K +305 +8%
HCMG
2243
Howard Capital Management Group
California
$682K – – –
PFA
2244
Pure Financial Advisors
California
$681K +$96.8K +533 +15%
LWAM
2245
Legacy Wealth Asset Management
Minnesota
$679K +$3.63K +20 +0.5%
LFA
2246
Laraway Financial Advisors
Minnesota
$679K – – –
CP
2247
Covenant Partners
Tennessee
$678K – – –
SFCL
2248
Strengthening Families & Communities LLC
Massachusetts
$678K +$87.7K +483 +14%
APA
2249
Astoria Portfolio Advisors
New York
$678K +$145K +799 +24%
AC
2250
Avestar Capital
New York
$676K +$137K +752 +23%
88 89
90
91 92