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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2276
Ironwood Investment Management
Massachusetts
$557K – – –
PWP
2277
Perfromance Wealth Partners
Illinois
$556K +$523K +3,202 New
SGI
2278
Summit Global Investments
Utah
$555K -$33.5K -205 -6%
PD
2279
Planning Directions
Pennsylvania
$551K -$9.8K -60 -2%
FDS
2280
First Dallas Securities
Texas
$551K – – –
CMS
2281
Capital Market Strategies
Florida
$551K +$518K +3,172 New
IFA
2282
Index Fund Advisors
California
$551K +$518K +3,172 New
6F
2283
626 Financial
Michigan
$549K +$517K +3,163 New
CAL
2284
Capital Advisors Ltd
Ohio
$547K +$29.6K +181 +6%
BA
2285
Ballast Advisors
Minnesota
$546K – – –
PWMG
2286
Prestige Wealth Management Group
New Jersey
$544K +$16.2K +99 +3%
D
2287
Diversified
Delaware
$543K – – –
SFI
2288
SPC Financial Inc
Maryland
$543K +$6.53K +40 +1%
GAMC
2289
Garner Asset Management Corp
Texas
$539K – – –
HWMG
2290
Hurlow Wealth Management Group
Indiana
$538K +$59.5K +364 +10%
BEW
2291
Burton Enright Welch
California
$537K +$505K +3,094 New
LA
2292
LexAurum Advisors
Kansas
$537K -$51.3K -314 -9%
JCIA
2293
Jackson Creek Investment Advisors
Colorado
$537K -$14.5K -89 -3%
TWA
2294
Tillar-Wenstrup Advisors
Ohio
$534K +$502K +3,076 New
TFM
2295
TFC Financial Management
Massachusetts
$533K – – –
BFG
2296
Bouchey Financial Group
New York
$533K +$128K +782 +34%
NCM
2297
NCM Capital Management
New Jersey
$533K +$502K +3,071 New
PCIA
2298
Prime Capital Investment Advisors
Kansas
$532K -$2.1M -12,841 -81%
MIM
2299
Marco Investment Management
Georgia
$532K -$6.37K -39 -1%
SSA
2300
South Street Advisors
New York
$532K – – –
90 91
92
93 94