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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
2226
Reik & Co
New York
$568K – – –
RYIA
2227
Roehl & Yi Investment Advisors
Oregon
$568K -$1.48K -11 -0.3%
TIM
2228
Tortoise Investment Management
New York
$568K -$3.37K -25 -0.6%
PWM
2229
Pines Wealth Management
North Carolina
$568K +$5.25K +39 +0.9%
PCM
2230
Pointe Capital Management
Michigan
$567K +$1.75K +13 +0.3%
WSCM
2231
Wellington Shields Capital Management
New York
$566K +$201K +1,491 +53%
SIM
2232
Sentry Investment Management
Wisconsin
$565K – – –
FWP
2233
Falcon Wealth Planning
California
$563K -$5.39K -40 -0.9%
PAI
2234
Pittenger & Anderson Inc
Nebraska
$563K -$1.06M -7,839 -65%
CA
2235
Cresta Advisors
Texas
$561K -$20.2K -150 -3%
JTWM
2236
Jackson Thornton Wealth Management
Alabama
$560K +$352K +2,616 +171%
WC
2237
Waterloo Capital
Texas
$560K -$430K -3,194 -43%
SCA
2238
Sandy Cove Advisors
Massachusetts
$558K -$67.9K -504 -11%
PWMG
2239
Prestige Wealth Management Group
New Jersey
$555K -$19.7K -146 -3%
PFW
2240
Petros Family Wealth
Minnesota
$554K -$59.8K -444 -10%
WCM
2241
WealthBridge Capital Management
Ohio
$552K -$15.2K -113 -3%
BDL
2242
Banque de Luxembourg
Luxembourg
$552K – – –
PAM
2243
PCG Asset Management
New Jersey
$551K -$6.74K -50 -1%
CFO
2244
CVA Family Office
Colorado
$551K -$59.1K -439 -10%
GWA
2245
Gratus Wealth Advisors
Virginia
$550K -$80.6K -598 -13%
GWM
2246
Greenwich Wealth Management
Connecticut
$550K -$808 -6 -0.1%
TWM
2247
TCFG Wealth Management
California
$550K -$2.15K -16 -0.4%
WDG
2248
Wealth Dimensions Group
Ohio
$549K +$94.4K +701 +20%
PWM
2249
Prentice Wealth Management
New York
$549K +$24.5K +182 +5%
FFP
2250
Freedom Financial Partners
Minnesota
$549K -$107K -798 -16%
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90
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