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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2301
Shum Financial Group
California
$524K -$74.9K -501 -11%
ACM
2302
Arcataur Capital Management
Wisconsin
$523K +$6.58K +44 +1%
ML
2303
McAdam LLC
Pennsylvania
$523K +$20.2K +135 +4%
SIC
2304
Sigma Investment Counselors
Michigan
$522K +$105K +700 +22%
HR
2305
Hardy Reed
Mississippi
$522K -$1.94K -13 -0.3%
TWM
2306
Thrive Wealth Management
Pennsylvania
$522K -$3.14K -21 -0.5%
CAL
2307
Capital Advisors Ltd
Ohio
$522K -$23.5K -157 -4%
JFA
2308
JNBA Financial Advisors
Minnesota
$521K +$11.5K +77 +2%
GSWM
2309
Golden State Wealth Management
California
$520K +$158K +1,059 +38%
WPW
2310
Winthrop Partners - WNY
New York
$520K -$150 -1 -0%
FBFS
2311
First Business Financial Services
Wisconsin
$519K +$4.04K +27 +0.7%
EWA
2312
Etesian Wealth Advisors
Oregon
$518K -$37.1K -248 -6%
FPW
2313
Fairvoy Private Wealth
Alabama
$516K -$1.05K -7 -0.2%
OE
2314
October Effect
Virginia
$516K – – –
GXJ
2315
Global X Japan
Japan
$516K -$42.9K -287 -7%
WG
2316
Winton Group
United Kingdom
$515K +$194K +1,300 +52%
MPW
2317
MASECO Private Wealth
$513K -$11.1K -74 -2%
WDL
2318
Well Done LLC
Michigan
$513K -$18.5K -124 -3%
CAC
2319
Certified Advisory Corp
Florida
$512K +$79.1K +529 +16%
PWM
2320
Pines Wealth Management
North Carolina
$512K -$5.68K -38 -1%
SI
2321
Seeds Investor
New York
$512K -$104K -694 -15%
I
2322
INVST
Indiana
$512K -$235K -1,574 -29%
TPCM
2323
Templeton & Phillips Capital Management
Tennessee
$511K +$276K +1,843 +95%
AF
2324
Aviso Financial
Ontario, Canada
$510K -$30.7M -205,609 -98%
SP
2325
Symmetry Partners
Connecticut
$510K -$78.4K -524 -12%
91 92
93
94 95