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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2251
Virtue Capital Management
Tennessee
$731K -$456K -2,748 -39%
SFG
2252
Sovereign Financial Group
Connecticut
$730K +$20.1K +121 +3%
WA
2253
Waddell & Associates
Tennessee
$730K -$114K -689 -14%
SFWA
2254
Summit Financial Wealth Advisors
Louisiana
$729K +$16.6K +100 +2%
FCA
2255
FLC Capital Advisors
California
$729K -$137K -825 -16%
WDL
2256
Well Done LLC
Michigan
$728K +$30.7K +185 +5%
VPP
2257
Vertex Planning Partners
Illinois
$726K +$49.1K +296 +7%
WI
2258
Wedgewood Investors
Pennsylvania
$725K -$49.8K -300 -7%
DS
2259
DRW Securities
Illinois
$723K -$140K -847 -17%
OFG
2260
OmniStar Financial Group
North Carolina
$722K +$9.95K +60 +1%
PCM
2261
Pointe Capital Management
Michigan
$722K +$265K +1,597 +60%
AW
2262
Atlas Wealth
Ohio
$720K – – –
AIS
2263
American Investment Services
Massachusetts
$720K – – –
TAM
2264
Tucker Asset Management
Colorado
$719K +$4.15K +25 +0.6%
AFG
2265
Allegheny Financial Group
Pennsylvania
$716K -$1.16K -7 -0.2%
SPI
2266
Sutton Place Investors
New York
$713K +$696K +4,197 New
CCP
2267
Cassia Capital Partners
North Carolina
$710K +$6.14K +37 +0.9%
SXL
2268
Summit X LLC
Missouri
$710K +$302K +1,818 +77%
AFC
2269
AFT Forsyth & Company
Florida
$709K +$4.31K +26 +0.6%
SPA
2270
Sherbrooke Park Advisers
New York
$707K +$48.6K +293 +8%
RPWA
2271
Regent Peak Wealth Advisors
Georgia
$706K -$11.6K -70 -2%
SIC
2272
Sigma Investment Counselors
Michigan
$702K -$168K -1,013 -20%
JFA
2273
JNBA Financial Advisors
Minnesota
$701K -$18.9K -114 -3%
AFG
2274
Atomi Financial Group
New York
$701K +$317K +1,910 +86%
S
2275
Sachetta
Massachusetts
$700K +$682K +4,112 New
89 90
91
92 93