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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
2326
Omnia Family Wealth
Florida
$244K – – –
KM
2327
Kalos Management
Georgia
$243K -$29.2K -215 -11%
BWM
2328
BigSur Wealth Management
Florida
$243K +$238K +1,750 New
CIA
2329
Compass Ion Advisors
Pennsylvania
$243K +$238K +1,751 New
MCM
2330
Magnolia Capital Management
New York
$242K – – –
TA
2331
Trellis Advisors
Washington
$241K -$21.4K -157 -8%
IAS
2332
IMA Advisory Services
Colorado
$241K – – –
CF
2333
Corrigan Financial
Rhode Island
$240K – – –
AWM
2334
Aprio Wealth Management
Georgia
$238K – – –
CWM
2335
Campbell Wealth Management
Virginia
$238K – – –
CA
2336
Cortland Associates
Missouri
$238K – – –
GAM
2337
Gemmer Asset Management
California
$238K – – –
SWM
2338
Sugarloaf Wealth Management
Georgia
$234K +$272 +2 +0.1%
HWA
2339
HHM Wealth Advisors
Tennessee
$234K +$7.48K +55 +3%
KFS
2340
Kelly Financial Services
Massachusetts
$233K -$2.86K -21 -1%
GSIS
2341
Global Strategic Investment Solutions
Arizona
$233K +$2.58K +19 +1%
5L
2342
55I LLC
Massachusetts
$233K +$229K +1,681 New
LFG
2343
LifePlan Financial Group
Ohio
$232K -$13.6K -100 -6%
DI
2344
Diligent Investors
California
$231K -$12.4K -91 -5%
TVAMP
2345
Tennessee Valley Asset Management Partners
Tennessee
$231K +$272 +2 +0.1%
BA
2346
Ballew Advisors
Mississippi
$231K +$228K +1,676 New
CWM
2347
Centric Wealth Management
Illinois
$230K +$10.5K +77 +5%
PWM
2348
PRW Wealth Management
Massachusetts
$229K -$46.7K -343 -17%
LWA
2349
Lenox Wealth Advisors
New York
$229K +$1.36K +10 +0.6%
SEIA
2350
Signature Estate & Investment Advisors
California
$229K +$11.4K +84 +5%
92 93
94
95 96