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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
2301
D.B. Root & Company
Pennsylvania
$720K +$192K +1,140 +38%
EA
2302
Eudaimonia Advisors
Tennessee
$718K +$55.2K +328 +9%
GAAM
2303
Guinness Atkinson Asset Management
California
$716K – – –
LWAM
2304
Legacy Wealth Asset Management
Minnesota
$715K +$10.9K +65 +2%
JFA
2305
JNBA Financial Advisors
Minnesota
$708K -$14.6K -87 -2%
RWPA
2306
Richard W. Paul & Associates
Michigan
$707K +$34.2K +203 +5%
FTIS
2307
First Trust Investment Solutions
Florida
$702K +$79.1K +470 +13%
LFA
2308
Laraway Financial Advisors
Minnesota
$702K – – –
PTC
2309
Philadelphia Trust Company
Pennsylvania
$701K +$16.8K +100 +3%
LF
2310
LifeSteps Financial
California
$701K -$16.8K -100 -2%
CC
2311
Cadinha & Co
Hawaii
$701K -$976K -5,796 -59%
LIA
2312
LBMC Investment Advisors
Tennessee
$700K -$92.8K -551 -12%
S
2313
Sachetta
Massachusetts
$700K – – –
HP
2314
Holistic Planning
Texas
$698K -$5.39K -32 -0.8%
RSWA
2315
Robinson Smith Wealth Advisors
Maine
$697K -$118K -702 -15%
LWL
2316
Leo Wealth LLC
Texas
$696K +$80.8K +480 +14%
CAL
2317
Capital Advisors Ltd
Ohio
$693K +$23.4K +139 +4%
GCM
2318
Gables Capital Management
Florida
$692K -$25.3K -150 -4%
SFS
2319
Security Financial Services
Indiana
$690K +$10.3K +61 +2%
FC
2320
Financial Council
Maryland
$690K – – –
AA
2321
Apriem Advisors
California
$689K -$158K -941 -19%
WFAG
2322
Worth Financial Advisory Group
North Carolina
$689K +$82.5K +490 +14%
FPCG
2323
Fort Pitt Capital Group
Pennsylvania
$688K -$114K -680 -15%
OIM
2324
Orca Investment Management
Oregon
$687K -$26.1K -155 -4%
SWP
2325
Significant Wealth Partners
Illinois
$685K -$11.6K -69 -2%
91 92
93
94 95