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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
2301
Financial Gravity Asset Management
Texas
$40K -$2.26K -17 -6%
LWS
2302
Lucia Wealth Services
California
$38K – – –
FA
2303
Fortis Advisors
Pennsylvania
$37K +$8.1K +61 +30%
DP
2304
Denver PWM
Colorado
$35.7K +$34.7K +261 New
FFW
2305
Fusion Family Wealth
New York
$35K -$3.32K -25 -9%
AWM
2306
Avondale Wealth Management
Texas
$34K – – –
SQA
2307
Simon Quick Advisors
New Jersey
$30K -$3.06K -23 -10%
PWP
2308
Personal Wealth Partners
Minnesota
$27K +$664 +5 +3%
EI
2309
Ellevest Inc
New York
$26K -$34.1K -257 -57%
DWA
2310
Dougherty Wealth Advisers
Minnesota
$23K – – –
CFD
2311
Creative Financial Designs
Indiana
$23K +$3.06K +23 +16%
BWL
2312
Bogart Wealth LLC
Virginia
$21K – – –
FRA
2313
Front Row Advisors
California
$21K – – –
VEA
2314
Virtus ETF Advisers
New York
$21K – – –
BEI
2315
Benjamin Edwards Inc
Missouri
$17K +$6.91K +52 +74%
RWG
2316
Regal Wealth Group
California
$15K – – –
BCM
2317
Bourgeon Capital Management
Connecticut
$14K +$13.4K +101 New
FIA
2318
FNY Investment Advisers
New York
$13K -$65.1K -490 -84%
OAJ
2319
Ogorek Anthony Joseph
New York
$12K – – –
TJHA
2320
Thomas J. Herzfeld Advisors
Florida
$12K +$2.13K +16 +22%
EWA
2321
Evolution Wealth Advisors
Florida
$9K -$19K -143 -70%
JIR
2322
James Investment Research
Ohio
$8K – – –
SGAM
2323
Smith Group Asset Management
Texas
$8K +$4.25K +32 +114%
PC
2324
Permanens Capital
New York
$6K – – –
CMBA
2325
C.M. Bidwell & Associates
Hawaii
$6K +$6.24K +47 New
91 92
93
94 95