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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
2226
New Century Financial Group
New Jersey
$745K +$727K +4,386 New
LFG
2227
Larson Financial Group
Missouri
$745K +$11.9K +72 +2%
PFA
2228
Pure Financial Advisors
California
$744K +$60.4K +364 +9%
RFS
2229
Richardson Financial Services
Massachusetts
$743K +$726K +4,375 New
MSG
2230
Main Street Group
Virginia
$742K +$724K +4,367 New
IP
2231
Ignite Planners
California
$740K -$11.3K -68 -2%
DIP
2232
DT Investment Partners
Pennsylvania
$739K +$82.8K +499 +13%
ERIM
2233
Eagle Ridge Investment Management
Connecticut
$739K – – –
PIM
2234
Profit Investment Management
Maryland
$736K +$194K +1,170 +37%
EA
2235
Everpar Advisors
Oklahoma
$736K +$718K +4,331 New
FM
2236
Family Management
New York
$735K -$9.29K -56 -1%
SL
2237
Summitry LLC
California
$735K +$166 +1 +0%
MSF
2238
Mustard Seed Financial
Arkansas
$735K +$718K +4,328 New
BCG
2239
Breakwater Capital Group
New Jersey
$734K – – –
LGA
2240
Lebenthal Global Advisors
New York
$734K +$717K +4,324 New
GWAM
2241
Guardian Wealth Advisors (Minnesota)
Minnesota
$734K +$4.81K +29 +0.7%
SPW
2242
Sonoma Private Wealth
California
$734K -$16.8K -101 -2%
SP
2243
Successful Portfolios
Florida
$734K -$14.6K -88 -2%
FB
2244
First Bancorp
Maine
$733K +$4.64K +28 +0.7%
OLVIG
2245
Oliver Lagore Vanvalin Investment Group
Michigan
$733K +$159K +957 +28%
IF
2246
IRON Financial
Illinois
$733K -$28.9K -174 -4%
AIM
2247
Aigen Investment Management
New York
$732K +$714K +4,308 New
IAP
2248
Indie Asset Partners
Indiana
$731K +$6.3K +38 +0.9%
RC
2249
Reik & Co
New York
$731K -$89.6K -540 -11%
VCM
2250
Virtue Capital Management
Tennessee
$731K -$456K -2,748 -39%
88 89
90
91 92