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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2376
Elm Advisors
California
$295K – – –
AFAS
2377
Acorn Financial Advisory Services
Virginia
$294K -$62.6K -456 -18%
EA
2378
Emerald Advisors
Washington
$294K -$11K -80 -4%
MWP
2379
Meridian Wealth Partners
Pennsylvania
$293K -$14.1K -103 -5%
TIA
2380
Tandem Investment Advisors
South Carolina
$291K -$38K -277 -12%
SAM
2381
Shikiar Asset Management
New York
$290K -$34.3K -250 -11%
WCWM
2382
Willow Creek Wealth Management
California
$290K – – –
EFG
2383
Everhart Financial Group
Ohio
$290K +$14.7K +107 +6%
JAFL
2384
Jay A. Fishman Ltd
Michigan
$290K -$20.6K -150 -7%
RWM
2385
Raffa Wealth Management
District of Columbia
$289K +$3.43K +25 +1%
TCM
2386
Traynor Capital Management
Pennsylvania
$289K -$8.64K -63 -3%
AM
2387
Atwater Malick
Pennsylvania
$289K – – –
GCM
2388
Gladius Capital Management
Illinois
$288K +$279K +2,031 New
PFA
2389
Pettinga Financial Advisors
Indiana
$287K -$24K -175 -8%
JPMIA
2390
J.P. Marvel Investment Advisors
Massachusetts
$287K – – –
HWA
2391
HHM Wealth Advisors
Tennessee
$287K +$16.5K +120 +6%
LP
2392
LGL Partners
Pennsylvania
$286K +$961 +7 +0.3%
BAM
2393
Bellevue Asset Management
Washington
$285K – – –
W
2394
WealthOne
New York
$285K +$3.16K +23 +1%
BAM
2395
Blueshift Asset Management
New Jersey
$285K +$276K +2,014 New
NWM
2396
Northwest Wealth Management
Iowa
$284K -$126K -915 -31%
HC
2397
Hoese & Co
Minnesota
$284K +$275K +2,005 New
GPWA
2398
Great Point Wealth Advisors
Massachusetts
$283K – – –
FPIS
2399
Financial Planning & Information Services
Wisconsin
$283K +$10K +73 +4%
AIP
2400
Ahrens Investment Partners
Louisiana
$282K -$49.1K -358 -15%
94 95
96
97 98