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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
2351
Litman Gregory Wealth Management
California
$582K +$624K +3,436 New
SFG
2352
SNS Financial Group
Minnesota
$582K +$363 +2 +0.1%
WP
2353
Wealthspan Partners
Iowa
$582K +$15.6K +86 +3%
BAG
2354
Briggs Advisory Group
Rhode Island
$581K – – –
AP
2355
Advisors Preferred
Maryland
$580K +$136K +749 +28%
FH
2356
FWG Holdings
Florida
$580K +$182 +1 +0%
MCM
2357
MV Capital Management
Maryland
$580K +$5.27K +29 +0.9%
RA
2358
RiverPark Advisors
New York
$580K +$622K +3,422 New
SIC
2359
Samalin Investment Counsel
New York
$579K +$16.2K +89 +3%
FNBOMD
2360
First National Bank of Mount Dora
Florida
$578K +$354K +1,951 +133%
CG
2361
Clifford Group
Massachusetts
$578K +$24K +132 +4%
JF
2362
Jump Financial
Illinois
$578K +$619K +3,410 New
MFG
2363
Menard Financial Group
Texas
$576K -$726 -4 -0.1%
PPP
2364
Private Portfolio Partners
New Jersey
$575K +$32.9K +181 +6%
IFWM
2365
Institute for Wealth Management
Colorado
$575K +$182 +1 +0%
C
2366
Certuity
Florida
$574K +$224K +1,232 +57%
FNBOH
2367
First National Bank of Hutchinson
Kansas
$573K -$75.7K -417 -11%
MGAM
2368
McGowan Group Asset Management
Texas
$572K +$545 +3 +0.1%
WFAG
2369
Worth Financial Advisory Group
North Carolina
$571K +$96.6K +532 +19%
OLVIG
2370
Oliver Lagore Vanvalin Investment Group
Michigan
$570K +$99.9K +550 +20%
WA
2371
WealthTrust Axiom
Pennsylvania
$569K -$242K -1,332 -28%
JEST
2372
JTC Employer Solutions Trustee
Jersey
$568K – – –
APW
2373
Austin Private Wealth
Texas
$567K -$33.6K -185 -5%
SWA
2374
Sax Wealth Advisors
New Jersey
$567K – – –
MIA
2375
Milestone Investment Advisors
Wisconsin
$566K +$606K +3,338 New
93 94
95
96 97