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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2351
Sterling Financial Planning
New Jersey
$489K +$337 +2 +0.1%
SIG
2352
Spinnaker Investment Group
California
$488K – – –
RCA
2353
Riverview Capital Advisers
Massachusetts
$487K +$7.24K +43 +1%
SEP
2354
Southland Equity Partners
Missouri
$484K +$8.08K +48 +2%
CA
2355
Carson Advisory
Georgia
$483K -$5.22K -31 -1%
PWS
2356
Private Wealth Strategies
Ohio
$483K – – –
FMN
2357
Financial Management Network
California
$483K +$337 +2 +0.1%
MCM
2358
MV Capital Management
Maryland
$483K +$7.24K +43 +2%
LOAMU
2359
Lombard Odier Asset Management (USA)
New York
$483K +$158K +940 +48%
IWA
2360
Inspirion Wealth Advisors
Illinois
$482K -$4.21K -25 -0.9%
IWP
2361
Innova Wealth Partners
Pennsylvania
$482K – – –
GTCM
2362
Gyon Technologies Capital Management
New Jersey
$481K -$503K -2,985 -51%
AC
2363
Apella Capital
Connecticut
$481K +$50.2K +298 +12%
HIG
2364
Heritage Investment Group
Florida
$480K – – –
DB
2365
Dravo Bay
Delaware
$479K – – –
OPOWM
2366
One Plus One Wealth Management
Florida
$476K +$50.5K +300 +12%
WDG
2367
Wealth Dimensions Group
Ohio
$474K +$5.89K +35 +1%
LWM
2368
Liberty Wealth Management
California
$473K +$1.85K +11 +0.4%
FFG
2369
Frisch Financial Group
New York
$472K -$6.06K -36 -1%
CWM
2370
Castle Wealth Management
Florida
$471K +$476K +2,829 New
AWA
2371
Aaron Wealth Advisors
Illinois
$470K -$28.6K -170 -6%
AFIA
2372
America First Investment Advisors
Nebraska
$470K – – –
HCMG
2373
Howard Capital Management Group
California
$470K – – –
PCM
2374
Pointe Capital Management
Michigan
$470K – – –
SFS
2375
Stiles Financial Services
Minnesota
$470K +$16.7K +99 +4%
93 94
95
96 97