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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
2301
D'Orazio & Associates
Virginia
$257K -$816 -6 -0.3%
SRSA
2302
S.R. Schill & Associates
Washington
$257K – – –
PWMG
2303
Prestige Wealth Management Group
New Jersey
$257K +$70K +515 +39%
OMC
2304
Old Mission Capital
Illinois
$256K +$251K +1,848 New
CBOR
2305
Community Bank of Raymore
Missouri
$255K -$17K -125 -6%
WC
2306
Whitney & Co
New York
$254K -$22.4K -165 -8%
AC
2307
Avestar Capital
New York
$253K -$6.53K -48 -3%
FNC
2308
First National Corp
Massachusetts
$253K – – –
HWM
2309
HighMark Wealth Management
Minnesota
$252K +$1.77K +13 +0.7%
MCM
2310
MV Capital Management
Maryland
$251K – – –
OBGC
2311
O'Brien Greene & Co
Pennsylvania
$251K – – –
SBA
2312
Secrest Blakey & Associates
North Carolina
$251K – – –
HFA
2313
Hoover Financial Advisors
Pennsylvania
$251K +$11.6K +85 +5%
WPA
2314
Winning Points Advisors
Florida
$249K – – –
WCM
2315
Windsor Capital Management
Arizona
$249K -$26.8K -197 -10%
LIM
2316
Lathrop Investment Management
Arkansas
$249K – – –
ACM
2317
Armbruster Capital Management
New York
$249K +$2.58K +19 +1%
CWM
2318
CCG Wealth Management
California
$248K -$34K -250 -12%
HCM
2319
Hollencrest Capital Management
California
$248K +$5.85K +43 +2%
JAFL
2320
Jay A. Fishman Ltd
Michigan
$247K – – –
SAM
2321
Security Asset Management
New York
$247K -$175K -1,286 -42%
WA
2322
Waverly Advisors
Alabama
$247K -$17.5K -129 -7%
IFO
2323
Independent Family Office
New York
$246K -$204K -1,500 -46%
I2I
2324
Insight 2811 Inc
Illinois
$246K +$18.6K +137 +8%
OWM
2325
Orgel Wealth Management
Wisconsin
$245K +$25.2K +185 +12%
91 92
93
94 95