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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HSWM
2351
Hubbell Strickland Wealth Management
Louisiana
$608K -$42.7K -229 -7%
CG
2352
Clifford Group
Massachusetts
$608K +$612K +3,280 New
CMS
2353
Capital Market Strategies
Florida
$607K +$611K +3,275 New
AG
2354
AIA Group
Hong Kong
$605K -$4.98M -26,701 -89%
PWA
2355
PCG Wealth Advisors
Kansas
$604K +$2.05K +11 +0.3%
BWA
2356
BDO Wealth Advisors
Florida
$604K +$60.6K +325 +11%
FCIM
2357
Fairview Capital Investment Management
California
$602K – – –
CFG
2358
Cooper Financial Group
California
$601K -$370K -1,983 -38%
WDG
2359
Wealth Dimensions Group
Ohio
$601K +$746 +4 +0.1%
AC
2360
Avestar Capital
New York
$599K -$18.1K -97 -3%
NAMM
2361
NorthStar Asset Management (Massachusetts)
Massachusetts
$598K -$3.73K -20 -0.6%
BWM
2362
BlackDiamond Wealth Management
New York
$598K +$32.5K +174 +6%
6F
2363
626 Financial
Michigan
$598K +$560 +3 +0.1%
NQWM
2364
Northwest Quadrant Wealth Management
Oregon
$597K -$40.5K -217 -6%
PPP
2365
Private Portfolio Partners
New Jersey
$595K +$187 +1 +0%
HWA
2366
Heartwood Wealth Advisors
Virginia
$594K – – –
AWM
2367
Atticus Wealth Management
Florida
$593K +$4.48K +24 +0.8%
KMWM
2368
Keudell/Morrison Wealth Management
Oregon
$592K -$19.6K -105 -3%
IIM
2369
Ironwood Investment Management
Massachusetts
$592K – – –
MGWM
2370
Marks Group Wealth Management
Minnesota
$591K -$7.28K -39 -1%
CCIA
2371
Cherry Creek Investment Advisors
Colorado
$589K +$26.7K +143 +5%
DIM
2372
Delta Investment Management
California
$589K +$187 +1 +0%
BCM
2373
Birmingham Capital Management
Alabama
$588K – – –
FFC
2374
First Financial Corp
Indiana
$587K -$20.9K -112 -3%
PIM
2375
Profit Investment Management
Maryland
$586K -$65.7K -352 -10%
93 94
95
96 97