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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2351
Sugarloaf Wealth Management
Georgia
$223K -$7.51K -57 -3%
RIG
2352
Roosevelt Investment Group
New York
$223K -$2.24K -17 -1%
LWM
2353
Lenox Wealth Management
Ohio
$223K +$9.23K +70 +4%
I2I
2354
Insight 2811 Inc
Illinois
$222K -$23.9K -181 -10%
BHB
2355
Bank Hapoalim BM
Israel
$222K +$221K +1,678 New
SC
2356
Slow Capital
California
$221K +$220K +1,671 New
HWM
2357
Howard Wealth Management
Connecticut
$220K -$6.59K -50 -3%
GSIS
2358
Global Strategic Investment Solutions
Arizona
$220K +$219K +1,658 New
TVAMP
2359
Tennessee Valley Asset Management Partners
Tennessee
$220K +$219K +1,664 New
KWA
2360
KCS Wealth Advisory
California
$219K -$4.48K -34 -2%
FC
2361
Financial Consulate
Maryland
$219K +$218K +1,652 New
CP
2362
Camelot Portfolios
Ohio
$218K +$217K +1,645 New
LFS
2363
Legacy Financial Strategies
Kansas
$217K -$872K -6,615 -80%
APW
2364
Aurora Private Wealth
New Jersey
$217K -$318K -2,411 -60%
LWA
2365
Lenox Wealth Advisors
New York
$217K -$17.1K -130 -7%
CWM
2366
Centric Wealth Management
Illinois
$217K -$10.2K -77 -4%
CC
2367
Callan Capital
California
$217K -$5.8K -44 -3%
FCM
2368
Firestone Capital Management
Florida
$216K – – –
HWA
2369
HHM Wealth Advisors
Tennessee
$216K +$11.2K +85 +5%
FWCM
2370
First Western Capital Management
California
$215K +$214K +1,624 New
SL
2371
Salomon & Ludwin
Virginia
$214K +$67.2K +510 +46%
JF
2372
JSF Financial
California
$214K +$214K +1,621 New
IA
2373
Independence Advisors
Pennsylvania
$213K -$10.7K -81 -5%
BFG
2374
Bouchey Financial Group
New York
$213K +$213K +1,613 New
VNB
2375
Virginia National Bank
Virginia
$212K +$211K +1,600 New
93 94
95
96 97