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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
2251
Signature Estate & Investment Advisors
California
$724K -$2.85M -16,595 -80%
FFA
2252
Fortune Financial Advisors
Kansas
$724K -$60.8K -354 -8%
PCM
2253
Pointe Capital Management
Michigan
$723K – – –
DS
2254
DRW Securities
Illinois
$723K +$273K +1,591 +60%
CFG
2255
Carr Financial Group
Massachusetts
$723K -$3.78K -22 -0.5%
AIS
2256
American Investment Services
Massachusetts
$721K – – –
S
2257
Sachetta
Massachusetts
$720K +$25.1K +146 +4%
AWAU
2258
Alliance Wealth Advisors (Utah)
Utah
$717K +$45.5K +265 +7%
WA
2259
Waddell & Associates
Tennessee
$716K +$344 +2 +0%
AWM
2260
Aviso Wealth Management
Washington
$716K +$216K +1,256 +43%
ERIM
2261
Eagle Ridge Investment Management
Connecticut
$714K – – –
CSWM
2262
Cassady Schiller Wealth Management
Ohio
$714K – – –
AR
2263
Apeiron RIA
Texas
$713K +$23.7K +138 +3%
PWMG
2264
Prestige Wealth Management Group
New Jersey
$713K +$33.3K +194 +5%
FH
2265
FWG Holdings
Florida
$712K -$28.2K -164 -4%
KW
2266
KWB Wealth
California
$711K -$248K -1,444 -25%
AFC
2267
AFT Forsyth & Company
Florida
$710K +$172 +1 +0%
JFA
2268
JNBA Financial Advisors
Minnesota
$709K +$24.1K +140 +3%
MC
2269
McMorgan & Co
California
$709K – – –
KP
2270
Keel Point
Alabama
$708K -$14.8K -86 -2%
PBO
2271
Peoples Bank (Ohio)
Ohio
$705K -$47.2K -275 -6%
GFA
2272
Gallagher Fiduciary Advisors
Illinois
$704K -$125K -725 -15%
MA
2273
MJP Associates
Connecticut
$703K -$76.5K -445 -10%
MFA
2274
McClarren Financial Advisors
Pennsylvania
$702K +$363K +2,114 +257%
SP
2275
Successful Portfolios
Florida
$700K -$18.4K -107 -3%
89 90
91
92 93