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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
2251
Little House Capital
Massachusetts
$44K +$41K +360 New
1NWS
2252
1 North Wealth Services
Maryland
$42K -$798 -7 -2%
FGAM
2253
Financial Gravity Asset Management
Texas
$41K +$38.7K +340 New
JWM
2254
Janiczek Wealth Management
Colorado
$38K – – –
RBC
2255
Roble Belko & Company
Pennsylvania
$37K – – –
SA
2256
SRH Advisors
Kansas
$37K – – –
CFA
2257
Camarda Financial Advisors
Florida
$37K +$1.71K +15 +5%
RFWA
2258
RPg Family Wealth Advisory
Massachusetts
$35.7K +$33.2K +291 New
MWC
2259
MKD Wealth Coaches
Michigan
$35K +$32.7K +287 New
HS
2260
Horan Securities
United States
$34K – – –
LWS
2261
Lucia Wealth Services
California
$34K +$16K +140 +103%
RCM
2262
Requisite Capital Management
Texas
$33K +$30.4K +267 New
FFW
2263
Fusion Family Wealth
New York
$32K -$2.85K -25 -9%
WAM
2264
Wakefield Asset Management
Colorado
$31K -$333K -2,922 -92%
AWM
2265
Avondale Wealth Management
Texas
$31K – – –
BWL
2266
Bogart Wealth LLC
Virginia
$31K +$11.4K +100 +65%
JG
2267
Jefferies Group
New York
$28K -$1.32M -11,612 -98%
EI
2268
Ellevest Inc
New York
$26K +$6.95K +61 +41%
FA
2269
Fortis Advisors
Pennsylvania
$25K -$114K -1,000 -83%
LWM
2270
Lenox Wealth Management
Ohio
$25K +$9.69K +85 +73%
GSC
2271
G&S Capital
Colorado
$23K +$7.29K +64 +51%
DWA
2272
Dougherty Wealth Advisers
Minnesota
$20K – – –
FRA
2273
Front Row Advisors
California
$20K – – –
SQA
2274
Simon Quick Advisors
New Jersey
$20K – – –
LPC
2275
Loeb Partners Corp
New York
$18K -$4.06M -35,600 -100%
89 90
91
92 93