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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2276
Aurora Investment Managers
Florida
$699K +$683K +4,117 New
E3F
2277
Eight 31 Financial
Texas
$699K +$682K +4,115 New
LF
2278
LifeSteps Financial
California
$697K +$79.4K +479 +13%
GCM
2279
Gables Capital Management
Florida
$697K – – –
GAAM
2280
Guinness Atkinson Asset Management
California
$695K -$19.9K -120 -3%
RCM
2281
Riverpark Capital Management
New York
$695K +$255K +1,535 +60%
OIM
2282
Orca Investment Management
Oregon
$693K +$59.5K +359 +10%
FIC
2283
FCG Investment Company
Tennessee
$690K +$674K +4,061 New
CSWM
2284
Cassady Schiller Wealth Management
Ohio
$689K -$3.81K -23 -0.6%
CC
2285
Callan Capital
California
$689K -$403K -2,430 -37%
LWAM
2286
Legacy Wealth Asset Management
Minnesota
$683K +$2.32K +14 +0.3%
GPI
2287
General Partner Inc
Pennsylvania
$683K – – –
HP
2288
Holistic Planning
Texas
$682K +$666K +4,018 New
SQA
2289
Simon Quick Advisors
New Jersey
$682K -$40.1K -242 -6%
LFA
2290
Laraway Financial Advisors
Minnesota
$681K – – –
CP
2291
Covenant Partners
Tennessee
$680K – – –
PFC
2292
Phocas Financial Corp
California
$680K -$358K -2,161 -35%
EFA
2293
Evernest Financial Advisors
Indiana
$680K +$664K +4,001 New
PI
2294
Parkside Investments
Illinois
$679K +$663K +4,000 New
SIA
2295
Soltis Investment Advisors
Utah
$679K -$6.3K -38 -0.9%
OPW
2296
Oxler Private Wealth
New York
$677K -$1.75M -10,555 -73%
SWP
2297
Significant Wealth Partners
Illinois
$677K +$661K +3,985 New
PFG
2298
PAX Financial Group
Texas
$675K +$644K +3,883 New
SCP
2299
Sivia Capital Partners
California
$674K +$659K +3,971 New
TWM
2300
Thrive Wealth Management
Pennsylvania
$674K -$155K -932 -19%
90 91
92
93 94