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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2276
Ironwood Investment Management
Massachusetts
$536K – – –
6F
2277
626 Financial
Michigan
$536K +$6.88K +41 +1%
BEW
2278
Burton Enright Welch
California
$535K +$17K +101 +3%
LAM
2279
LifePro Asset Management
California
$534K -$12.9K -77 -2%
PCIA
2280
Prime Capital Investment Advisors
Kansas
$532K – – –
CMS
2281
Capital Market Strategies
Florida
$532K +$1.18K +7 +0.2%
OFS
2282
Oldfather Financial Services
Nebraska
$532K +$6.72K +40 +1%
LA
2283
LexAurum Advisors
Kansas
$529K +$11.8K +70 +2%
TF
2284
Trek Financial
Arizona
$529K +$100K +598 +23%
HSWM
2285
Hubbell Strickland Wealth Management
Louisiana
$528K -$62.1K -370 -11%
CGH
2286
CMG Global Holdings
Texas
$528K +$45K +268 +9%
BSSFA
2287
Baron Silver Stevens Financial Advisors
Florida
$527K +$89.8K +535 +20%
SPP
2288
Single Point Partners
Massachusetts
$527K +$96.7K +576 +22%
IFS
2289
Intelligent Financial Strategies
Minnesota
$526K -$111K -662 -17%
PWP
2290
Perfromance Wealth Partners
Illinois
$525K -$10.7K -64 -2%
CAL
2291
Capital Advisors Ltd
Ohio
$525K -$1.51K -9 -0.3%
HHGA
2292
Halbert Hargrove Global Advisors
California
$525K +$36.4K +217 +7%
BA
2293
Ballast Advisors
Minnesota
$522K -$4.53K -27 -0.9%
PWA
2294
PCG Wealth Advisors
Kansas
$522K +$52.4K +312 +11%
SFA
2295
Semmax Financial Advisors
North Carolina
$521K -$70.3K -419 -12%
PA
2296
Probity Advisors
Texas
$521K -$49.2K -293 -9%
DC
2297
DeDora Capital
California
$520K -$3.39M -20,205 -87%
SIC
2298
Samalin Investment Counsel
New York
$520K +$95.9K +571 +23%
GAMC
2299
Garner Asset Management Corp
Texas
$519K – – –
BFA
2300
BMS Financial Advisors
South Dakota
$519K +$29.2K +174 +6%
90 91
92
93 94