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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2401
GEM Asset Management
Michigan
$547K -$21.3K -122 -4%
FTWA
2402
Fifth Third Wealth Advisors
Ohio
$547K +$524K +3,000 New
FPWM
2403
FSB Premier Wealth Management
Iowa
$546K -$3.85K -22 -0.7%
BFG
2404
Bouchey Financial Group
New York
$546K – – –
KF
2405
Krilogy Financial
Missouri
$546K -$17.5K -100 -3%
OCM
2406
Orion Capital Management
California
$545K – – –
TAM
2407
Townsend Asset Management
North Carolina
$545K – – –
EP
2408
Edgestream Partners
New Jersey
$542K -$1.09M -6,248 -68%
PD
2409
Planning Directions
Pennsylvania
$541K -$14.2K -81 -3%
AIM
2410
Allen Investment Management
New York
$540K – – –
BOM
2411
Bank of Marin
California
$540K -$43.7K -250 -8%
PSCM
2412
Per Stirling Capital Management
Texas
$539K -$73.2K -419 -12%
WFAG
2413
Worth Financial Advisory Group
North Carolina
$539K +$81.5K +466 +19%
APW
2414
Austin Private Wealth
Texas
$539K +$124K +712 +32%
BSAM
2415
Blue Square Asset Management
New York
$538K +$516K +2,950 New
PWS
2416
Private Wealth Strategies
Ohio
$538K +$8.91K +51 +2%
PWP
2417
Perfromance Wealth Partners
Illinois
$537K – – –
FNBSF
2418
First National Bank Sioux Falls
South Dakota
$536K -$1.75K -10 -0.3%
IWA
2419
Inspirion Wealth Advisors
Illinois
$535K +$12.2K +70 +2%
CRI
2420
Colonial River Investments
Virginia
$535K +$16.8K +96 +3%
CIP
2421
Convergence Investment Partners
Florida
$535K -$3.32K -19 -0.6%
CWM
2422
Castle Wealth Management
Florida
$535K -$6.82K -39 -1%
BWA
2423
BDO Wealth Advisors
Florida
$535K – – –
RA
2424
Ruggaard & Associates
Ohio
$535K +$513K +2,932 New
AA
2425
Alesco Advisors
New York
$533K – – –
95 96
97
98 99