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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
2351
Private Portfolio Partners
New Jersey
$586K -$58.6K -335 -9%
HWA
2352
Heartwood Wealth Advisors
Virginia
$585K -$19.9K -114 -3%
IIM
2353
Ironwood Investment Management
Massachusetts
$582K – – –
SEP
2354
Southland Equity Partners
Missouri
$581K +$4.2K +24 +0.8%
APA
2355
Astoria Portfolio Advisors
New York
$580K +$238K +1,359 +74%
AA
2356
Auxano Advisors
Washington
$579K – – –
AWM
2357
Atticus Wealth Management
Florida
$579K +$60K +343 +12%
DIM
2358
Delta Investment Management
California
$579K +$11K +63 +2%
BCM
2359
Birmingham Capital Management
Alabama
$579K – – –
CWA
2360
Clearview Wealth Advisors
Oregon
$579K -$160K -915 -22%
FAT
2361
First American Trust
California
$577K -$248K -1,420 -31%
CAL
2362
Capital Advisors Ltd
Ohio
$577K -$126K -718 -19%
GC
2363
Garde Capital
Washington
$576K – – –
GAMC
2364
Garner Asset Management Corp
Texas
$576K – – –
I2I
2365
Insight 2811 Inc
Illinois
$576K -$10.3K -59 -2%
AWP
2366
Abacus Wealth Partners
California
$575K +$221K +1,267 +75%
KIA
2367
KLR Investment Advisors
Rhode Island
$575K +$21.2K +121 +4%
BA
2368
Ballast Advisors
Minnesota
$574K +$3.15K +18 +0.6%
BFA
2369
BMS Financial Advisors
South Dakota
$574K -$31.5K -180 -5%
BCG
2370
Breakwater Capital Group
New Jersey
$574K -$35.3K -202 -6%
TBWA
2371
Three Bridge Wealth Advisors
California
$573K +$132K +755 +32%
SSA
2372
South Street Advisors
New York
$572K – – –
MIM
2373
Marco Investment Management
Georgia
$568K – – –
DC
2374
DeDora Capital
California
$567K -$20.1K -115 -4%
GSEP
2375
Golden State Equity Partners
California
$566K +$543K +3,107 New
93 94
95
96 97