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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
2276
Summit Securities Group
New York
$590K +$216K +1,469 +56%
IIL
2277
Income Insurance Ltd
$590K +$604K +4,110 New
SI
2278
Seeds Investor
New York
$590K +$98K +667 +19%
LCG
2279
Lynx Capital Group
Ohio
$588K -$58.8K -400 -9%
FHC
2280
First Heartland Consultants
Missouri
$588K +$38.5K +262 +7%
SP
2281
Successful Portfolios
Florida
$588K -$2.5K -17 -0.4%
EFA
2282
Edge Financial Advisors
Illinois
$587K -$6.61K -45 -1%
IFWM
2283
Institute for Wealth Management
Colorado
$585K +$37.6K +256 +7%
CCM
2284
Compass Capital Management
Minnesota
$584K +$41.7K +284 +7%
SFGP
2285
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$583K +$8.23K +56 +1%
CPA
2286
Cardiff Park Advisors
California
$583K -$382K -2,602 -39%
CWA
2287
CM Wealth Advisors
Ohio
$583K +$110K +747 +23%
CH
2288
Canton Hathaway
Rhode Island
$583K – – –
VFA
2289
Voya Financial Advisors
Connecticut
$582K -$1.47K -10 -0.2%
JCIA
2290
Jackson Creek Investment Advisors
Colorado
$582K +$293K +1,992 +97%
ONST
2291
Old North State Trust
North Carolina
$581K -$35.6K -242 -6%
SSCM
2292
Spectrum Strategic Capital Management
Oregon
$581K -$60.7K -413 -9%
MSG
2293
Main Street Group
Virginia
$580K – – –
WDG
2294
Wealth Dimensions Group
Ohio
$579K +$147 +1 +0%
HFS
2295
Hoge Financial Services
Pennsylvania
$578K -$3.97K -27 -0.7%
SFG
2296
Sovereign Financial Group
Connecticut
$576K -$27.2K -185 -4%
WP
2297
Westmount Partners
California
$576K +$2.2K +15 +0.4%
RA
2298
Rockingstone Advisors
Massachusetts
$575K +$8.82K +60 +2%
FCM
2299
Fortis Capital Management
Washington
$575K -$441 -3 -0.1%
PAW
2300
Plan A Wealth
Nebraska
$575K – – –
90 91
92
93 94