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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
2326
D'Orazio & Associates
Virginia
$514K +$75.8K +464 +19%
ACM
2327
AUA Capital Management
Pennsylvania
$513K – – –
PPW
2328
Pinnacle Private Wealth
Massachusetts
$513K +$483K +2,956 New
PWM
2329
Paulson Wealth Management
Illinois
$511K -$222K -1,357 -32%
SAS
2330
Sanford Advisory Services
Michigan
$511K – – –
FPOC
2331
Financial Planners of Cleveland
Ohio
$511K +$505K +3,089 New
WA
2332
Waverly Advisors
Alabama
$509K -$625K -3,828 -56%
MA
2333
Mosaic Advisors
Texas
$509K -$352K -2,156 -42%
SFP
2334
Sterling Financial Planning
New Jersey
$509K -$19.6K -120 -4%
KIG
2335
Kowal Investment Group
Wisconsin
$509K +$62.7K +384 +15%
HHGA
2336
Halbert Hargrove Global Advisors
California
$508K -$38.5K -236 -7%
WA
2337
Winfield Associates
Ohio
$508K – – –
AWA
2338
Alaska Wealth Advisors
Alaska
$508K +$65.3K +400 +16%
BFA
2339
BMS Financial Advisors
South Dakota
$508K +$478K +2,927 New
IWA
2340
Inspirion Wealth Advisors
Illinois
$507K – – –
FFWM
2341
Future Financial Wealth Management
Ohio
$507K +$26.3K +161 +6%
EWA
2342
ERTS Wealth Advisors
Michigan
$503K -$10.1K -62 -2%
PWS
2343
Private Wealth Strategies
Ohio
$503K – – –
PW
2344
Peninsula Wealth
California
$503K +$473K +2,898 New
IWP
2345
Innova Wealth Partners
Pennsylvania
$502K -$12.3K -75 -3%
CGH
2346
CMG Global Holdings
Texas
$502K +$14.9K +91 +3%
FFG
2347
Frisch Financial Group
New York
$502K +$26.1K +160 +6%
RCA
2348
Riverview Capital Advisers
Massachusetts
$500K +$471K +2,881 New
CWA
2349
Cornerstone Wealth Advisors
Minnesota
$497K – – –
KF
2350
Krilogy Financial
Missouri
$497K +$38.9K +238 +9%
92 93
94
95 96