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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
2301
Lumbard & Kellner
New Hampshire
$361K – – –
FFWM
2302
Future Financial Wealth Management
Ohio
$361K +$346K +2,437 New
HPC
2303
Hobart Private Capital
North Carolina
$360K -$126K -887 -27%
SIA
2304
Strategic Investment Advisors
Michigan
$359K -$70.4K -495 -17%
PAG
2305
Pinnacle Advisory Group
Maryland
$359K -$43.8K -308 -11%
AWS
2306
Arkfeld Wealth Strategies
Nebraska
$359K – – –
EAM
2307
Evanson Asset Management
California
$358K +$58.3K +410 +20%
ZCA
2308
Zeke Capital Advisors
Pennsylvania
$357K +$342K +2,409 New
SOAMC
2309
Spirit of America Management Corp
New York
$356K – – –
EWF
2310
Epstein & White Financial
California
$355K -$59K -415 -15%
LSA
2311
L & S Advisors
California
$355K +$24.2K +170 +8%
SAM
2312
Secure Asset Management
Michigan
$353K -$84.4K -594 -20%
CCC
2313
Chelsea Counsel Company
California
$353K – – –
KWM
2314
Keebeck Wealth Management
Illinois
$353K +$118K +829 +54%
FPWM
2315
FSB Premier Wealth Management
Iowa
$351K +$337K +2,371 New
SEP
2316
Southland Equity Partners
Missouri
$350K +$336K +2,362 New
WFA
2317
Wade Financial Advisory
California
$349K -$1.51M -10,645 -82%
QWM
2318
QP Wealth Management
New Jersey
$349K – – –
LC
2319
Lindbrook Capital
California
$349K +$14.5K +102 +5%
AIP
2320
Ahrens Investment Partners
Louisiana
$349K +$53.2K +374 +19%
SIC
2321
Samalin Investment Counsel
New York
$346K -$39.5K -278 -11%
AAP
2322
Arax Advisory Partners
Colorado
$346K -$5.26K -37 -2%
TIA
2323
Tandem Investment Advisors
South Carolina
$346K +$25.9K +182 +8%
WDG
2324
Wealth Dimensions Group
Ohio
$345K +$330K +2,324 New
CTFG
2325
Capstone Triton Financial Group
Oklahoma
$344K +$330K +2,321 New
91 92
93
94 95