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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
2326
Five Oceans Advisors
California
$601K -$44.8K -251 -7%
HWA
2327
Heartwood Wealth Advisors
Virginia
$600K -$22.1K -124 -4%
BFM
2328
Boothbay Fund Management
New York
$599K +$354K +1,985 +149%
CFO
2329
Callan Family Office
Pennsylvania
$599K +$591K +3,315 New
MIM
2330
Merrion Investment Management
New Jersey
$599K +$44.6K +250 +8%
ES
2331
ETF Store
Kansas
$597K +$5.35K +30 +0.9%
CMS
2332
Capital Market Strategies
Florida
$596K +$19.1K +107 +3%
AP
2333
Advisors Preferred
Maryland
$596K -$7.31K -41 -1%
ALAM
2334
Asahi Life Asset Management
Japan
$593K +$136K +760 +30%
SGK
2335
Steigerwald Gordon & Koch
Virginia
$592K -$32.6K -183 -5%
PWP
2336
Phillips Wealth Planners
Mississippi
$592K +$594K +3,331 New
GAAM
2337
Guinness Atkinson Asset Management
California
$592K -$40.5K -227 -6%
FPCP
2338
Fort Point Capital Partners
California
$590K – – –
HCP
2339
Hexagon Capital Partners
Arkansas
$589K -$154K -864 -21%
AFM
2340
Andesa Financial Management
Pennsylvania
$589K -$101K -564 -15%
SPP
2341
Single Point Partners
Massachusetts
$588K -$22.3K -125 -4%
AMCA
2342
Arthur M. Cohen & Associates
Illinois
$587K -$150K -840 -21%
SMA
2343
Sage Mountain Advisors
Georgia
$586K +$133K +747 +30%
SHGA
2344
Sand Hill Global Advisors
California
$586K +$8.92K +50 +2%
PFA
2345
Pure Financial Advisors
California
$585K -$23K -129 -4%
DIP
2346
DT Investment Partners
Pennsylvania
$584K – – –
MGWM
2347
Marks Group Wealth Management
Minnesota
$583K – – –
DC
2348
DeDora Capital
California
$583K +$23.9K +134 +4%
TWA
2349
Tillar-Wenstrup Advisors
Ohio
$583K +$26.8K +150 +5%
I2I
2350
Insight 2811 Inc
Illinois
$581K +$104K +583 +22%
92 93
94
95 96