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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
2376
Syverson Strege & Co
Iowa
$296K +$3.29K +24 +1%
EA
2377
Elm Advisors
California
$295K – – –
AFAS
2378
Acorn Financial Advisory Services
Virginia
$294K -$62.6K -456 -18%
EA
2379
Emerald Advisors
Washington
$294K -$11K -80 -4%
MWP
2380
Meridian Wealth Partners
Pennsylvania
$293K -$14.1K -103 -5%
TIA
2381
Tandem Investment Advisors
South Carolina
$291K -$38K -277 -12%
SAM
2382
Shikiar Asset Management
New York
$290K -$34.3K -250 -11%
WCWM
2383
Willow Creek Wealth Management
California
$290K – – –
EFG
2384
Everhart Financial Group
Ohio
$290K +$14.7K +107 +6%
JAFL
2385
Jay A. Fishman Ltd
Michigan
$290K -$20.6K -150 -7%
RWM
2386
Raffa Wealth Management
District of Columbia
$289K +$3.43K +25 +1%
TCM
2387
Traynor Capital Management
Pennsylvania
$289K -$8.64K -63 -3%
AM
2388
Atwater Malick
Pennsylvania
$289K – – –
GCM
2389
Gladius Capital Management
Illinois
$288K +$279K +2,031 New
PFA
2390
Pettinga Financial Advisors
Indiana
$287K -$24K -175 -8%
JPMIA
2391
J.P. Marvel Investment Advisors
Massachusetts
$287K – – –
HWA
2392
HHM Wealth Advisors
Tennessee
$287K +$16.5K +120 +6%
LP
2393
LGL Partners
Pennsylvania
$286K +$961 +7 +0.3%
BAM
2394
Bellevue Asset Management
Washington
$285K – – –
W
2395
WealthOne
New York
$285K +$3.16K +23 +1%
BAM
2396
Blueshift Asset Management
New Jersey
$285K +$276K +2,014 New
NWM
2397
Northwest Wealth Management
Iowa
$284K -$126K -915 -31%
HC
2398
Hoese & Co
Minnesota
$284K +$275K +2,005 New
GPWA
2399
Great Point Wealth Advisors
Massachusetts
$283K – – –
FPIS
2400
Financial Planning & Information Services
Wisconsin
$283K +$10K +73 +4%
94 95
96
97 98