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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
2351
Spinnaker Investment Group
California
$488K – – –
RCA
2352
Riverview Capital Advisers
Massachusetts
$487K +$7.24K +43 +1%
SEP
2353
Southland Equity Partners
Missouri
$484K +$8.08K +48 +2%
CA
2354
Carson Advisory
Georgia
$483K -$5.22K -31 -1%
PWS
2355
Private Wealth Strategies
Ohio
$483K – – –
FMN
2356
Financial Management Network
California
$483K +$337 +2 +0.1%
MCM
2357
MV Capital Management
Maryland
$483K +$7.24K +43 +2%
LOAMU
2358
Lombard Odier Asset Management (USA)
New York
$483K +$158K +940 +48%
IWA
2359
Inspirion Wealth Advisors
Illinois
$482K -$4.21K -25 -0.9%
IWP
2360
Innova Wealth Partners
Pennsylvania
$482K – – –
GTCM
2361
Gyon Technologies Capital Management
New Jersey
$481K -$503K -2,985 -51%
AC
2362
Apella Capital
Connecticut
$481K +$50.2K +298 +12%
HIG
2363
Heritage Investment Group
Florida
$480K – – –
DB
2364
Dravo Bay
Delaware
$479K – – –
OPOWM
2365
One Plus One Wealth Management
Florida
$476K +$50.5K +300 +12%
WDG
2366
Wealth Dimensions Group
Ohio
$474K +$5.89K +35 +1%
LWM
2367
Liberty Wealth Management
California
$473K +$1.85K +11 +0.4%
FFG
2368
Frisch Financial Group
New York
$472K -$6.06K -36 -1%
CWM
2369
Castle Wealth Management
Florida
$471K +$476K +2,829 New
AWA
2370
Aaron Wealth Advisors
Illinois
$470K -$28.6K -170 -6%
AFIA
2371
America First Investment Advisors
Nebraska
$470K – – –
HCMG
2372
Howard Capital Management Group
California
$470K – – –
PCM
2373
Pointe Capital Management
Michigan
$470K – – –
SFS
2374
Stiles Financial Services
Minnesota
$470K +$16.7K +99 +4%
PCG
2375
Prosperity Consulting Group
Maryland
$469K -$14.8K -88 -3%
93 94
95
96 97