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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2326
Liberty Wealth Management
California
$631K +$92.6K +496 +17%
MAM
2327
Meeder Asset Management
Ohio
$629K -$11.3M -60,602 -95%
RWA
2328
Rooted Wealth Advisors
Illinois
$629K +$24.6K +132 +4%
MCM
2329
MV Capital Management
Maryland
$628K +$24.4K +131 +4%
IFWM
2330
Institute for Wealth Management
Colorado
$628K +$187 +1 +0%
PWM
2331
Paulson Wealth Management
Illinois
$627K +$132K +708 +26%
OIM
2332
Orca Investment Management
Oregon
$627K -$15.5K -83 -2%
MGAM
2333
McGowan Group Asset Management
Texas
$625K +$373 +2 +0.1%
1WM
2334
1900 Wealth Management
Texas
$623K -$12.9K -69 -2%
DI
2335
Disciplined Investments
Oklahoma
$623K -$933 -5 -0.1%
AT
2336
Arden Trust
Delaware
$622K -$367K -1,966 -37%
PRS
2337
Pinkerton Retirement Specialists
Idaho
$621K +$50.2K +269 +9%
WP
2338
Wealthspan Partners
Iowa
$620K -$15.3K -82 -2%
AFG
2339
Allegheny Financial Group
Pennsylvania
$620K -$240K -1,284 -28%
SWA
2340
Sax Wealth Advisors
New Jersey
$620K – – –
PWMG
2341
Provence Wealth Management Group
California
$619K +$53K +284 +9%
JEST
2342
JTC Employer Solutions Trustee
Jersey
$619K – – –
TCM
2343
Tanaka Capital Management
New York
$618K -$933 -5 -0.1%
SIC
2344
Samalin Investment Counsel
New York
$616K -$4.67K -25 -0.7%
AI
2345
AXS Investments
New York
$612K -$87.9K -471 -12%
SWIM
2346
Smallwood Wealth Investment Management
New Jersey
$612K +$560 +3 +0.1%
AAP
2347
Arax Advisory Partners
Colorado
$611K +$121K +646 +24%
MIM
2348
Merrion Investment Management
New Jersey
$610K – – –
CWC
2349
Carolinas Wealth Consulting
North Carolina
$609K -$79.1K -424 -2%
HSWM
2350
Hubbell Strickland Wealth Management
Louisiana
$608K -$42.7K -229 -7%
92 93
94
95 96