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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2251
Camarda Financial Advisors
Florida
$37K +$1.71K +15 +5%
RFWA
2252
RPg Family Wealth Advisory
Massachusetts
$35.7K +$33.2K +291 New
MWC
2253
MKD Wealth Coaches
Michigan
$35K +$32.7K +287 New
HS
2254
Horan Securities
United States
$34K – – –
LWS
2255
Lucia Wealth Services
California
$34K +$16K +140 +103%
RCM
2256
Requisite Capital Management
Texas
$33K +$30.4K +267 New
FFW
2257
Fusion Family Wealth
New York
$32K -$2.85K -25 -9%
WAM
2258
Wakefield Asset Management
Colorado
$31K -$333K -2,922 -92%
AWM
2259
Avondale Wealth Management
Texas
$31K – – –
BWL
2260
Bogart Wealth LLC
Virginia
$31K +$11.4K +100 +65%
JG
2261
Jefferies Group
New York
$28K -$1.32M -11,612 -98%
EI
2262
Ellevest Inc
New York
$26K +$6.95K +61 +41%
FA
2263
Fortis Advisors
Pennsylvania
$25K -$114K -1,000 -83%
LWM
2264
Lenox Wealth Management
Ohio
$25K +$9.69K +85 +73%
GSC
2265
G&S Capital
Colorado
$23K +$7.29K +64 +51%
DWA
2266
Dougherty Wealth Advisers
Minnesota
$20K – – –
FRA
2267
Front Row Advisors
California
$20K – – –
SQA
2268
Simon Quick Advisors
New Jersey
$20K – – –
LPC
2269
Loeb Partners Corp
New York
$18K -$4.06M -35,600 -100%
RWG
2270
Regal Wealth Group
California
$14K – – –
LYV
2271
Live Your Vision
Pennsylvania
$13K – – –
OAJ
2272
Ogorek Anthony Joseph
New York
$11K -$10.4K -91 -50%
TJHA
2273
Thomas J. Herzfeld Advisors
Florida
$9K -$1.82K -16 -18%
BEI
2274
Benjamin Edwards Inc
Missouri
$9K +$7.98K +70 New
ACA
2275
Anchor Capital Advisors
Massachusetts
$8.99K -$1.62M -14,235 -16%
89 90
91
92 93