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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
2251
Northwest Quadrant Wealth Management
Oregon
$557K -$3.45K -20 -0.6%
RHP
2252
Royal Harbor Partners
Texas
$557K +$3.96K +23 +0.7%
AP
2253
Advisors Preferred
Maryland
$556K -$115K -665 -17%
BAG
2254
Briggs Advisory Group
Rhode Island
$554K – – –
SFG
2255
SNS Financial Group
Minnesota
$554K +$9.48K +55 +2%
GA
2256
Greytown Advisors
Florida
$553K -$94.1K -546 -14%
TCM
2257
Tanaka Capital Management
New York
$553K – – –
SPP
2258
Single Point Partners
Massachusetts
$552K -$20.5K -119 -3%
PFA
2259
Pure Financial Advisors
California
$550K +$164K +952 +39%
VCM
2260
Versant Capital Management
Arizona
$549K -$17.9K -104 -3%
ES
2261
ETF Store
Kansas
$549K -$7.58K -44 -1%
SIM
2262
SSI Investment Management
California
$548K +$1.38K +8 +0.2%
JEST
2263
JTC Employer Solutions Trustee
Jersey
$547K +$361K +2,094 +167%
KMWM
2264
Keudell/Morrison Wealth Management
Oregon
$546K -$517 -3 -0.1%
LPIC
2265
LeJeune Puetz Investment Counsel
Michigan
$545K – – –
SIC
2266
Samalin Investment Counsel
New York
$544K +$38.1K +221 +7%
PWC
2267
PYA Waltman Capital
Tennessee
$544K +$414K +2,403 +259%
WP
2268
Wealthspan Partners
Iowa
$542K – – –
WF
2269
Wayfinding Financial
Washington
$538K +$23.6K +137 +4%
FPWM
2270
FSB Premier Wealth Management
Iowa
$538K +$41.9K +243 +8%
AWA
2271
Aaron Wealth Advisors
Illinois
$537K +$80K +464 +16%
FPCP
2272
Fort Point Capital Partners
California
$533K +$4.48K +26 +0.8%
SAMC
2273
Spectrum Asset Management (California)
California
$532K – – –
AIM
2274
Allen Investment Management
New York
$532K +$50.8K +295 +10%
MA
2275
MONECO Advisors
Connecticut
$529K -$13.8K -80 -2%
89 90
91
92 93