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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2276
Shepherd Financial Partners
Massachusetts
$561K +$4.57K +28 +0.9%
IIM
2277
Ironwood Investment Management
Massachusetts
$557K – – –
PWP
2278
Perfromance Wealth Partners
Illinois
$556K +$523K +3,202 New
SGI
2279
Summit Global Investments
Utah
$555K -$33.5K -205 -6%
PD
2280
Planning Directions
Pennsylvania
$551K -$9.8K -60 -2%
FDS
2281
First Dallas Securities
Texas
$551K – – –
CMS
2282
Capital Market Strategies
Florida
$551K +$518K +3,172 New
IFA
2283
Index Fund Advisors
California
$551K +$518K +3,172 New
6F
2284
626 Financial
Michigan
$549K +$517K +3,163 New
CAL
2285
Capital Advisors Ltd
Ohio
$547K +$29.6K +181 +6%
BA
2286
Ballast Advisors
Minnesota
$546K – – –
PWMG
2287
Prestige Wealth Management Group
New Jersey
$544K +$16.2K +99 +3%
D
2288
Diversified
Delaware
$543K – – –
SFI
2289
SPC Financial Inc
Maryland
$543K +$6.53K +40 +1%
GAMC
2290
Garner Asset Management Corp
Texas
$539K – – –
HWMG
2291
Hurlow Wealth Management Group
Indiana
$538K +$59.5K +364 +10%
BEW
2292
Burton Enright Welch
California
$537K +$505K +3,094 New
LA
2293
LexAurum Advisors
Kansas
$537K -$51.3K -314 -9%
JCIA
2294
Jackson Creek Investment Advisors
Colorado
$537K -$14.5K -89 -3%
TWA
2295
Tillar-Wenstrup Advisors
Ohio
$534K +$502K +3,076 New
TFM
2296
TFC Financial Management
Massachusetts
$533K – – –
BFG
2297
Bouchey Financial Group
New York
$533K +$128K +782 +34%
NCM
2298
NCM Capital Management
New Jersey
$533K +$502K +3,071 New
PCIA
2299
Prime Capital Investment Advisors
Kansas
$532K -$2.1M -12,841 -81%
MIM
2300
Marco Investment Management
Georgia
$532K -$6.37K -39 -1%
90 91
92
93 94