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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
2401
Fifth Third Wealth Advisors
Ohio
$547K +$524K +3,000 New
FPWM
2402
FSB Premier Wealth Management
Iowa
$546K -$3.85K -22 -0.7%
BFG
2403
Bouchey Financial Group
New York
$546K – – –
KF
2404
Krilogy Financial
Missouri
$546K -$17.5K -100 -3%
OCM
2405
Orion Capital Management
California
$545K – – –
TAM
2406
Townsend Asset Management
North Carolina
$545K – – –
EP
2407
Edgestream Partners
New Jersey
$542K -$1.09M -6,248 -68%
PD
2408
Planning Directions
Pennsylvania
$541K -$14.2K -81 -3%
AIM
2409
Allen Investment Management
New York
$540K – – –
BOM
2410
Bank of Marin
California
$540K -$43.7K -250 -8%
PSCM
2411
Per Stirling Capital Management
Texas
$539K -$73.2K -419 -12%
WFAG
2412
Worth Financial Advisory Group
North Carolina
$539K +$81.5K +466 +19%
APW
2413
Austin Private Wealth
Texas
$539K +$124K +712 +32%
BSAM
2414
Blue Square Asset Management
New York
$538K +$516K +2,950 New
PWS
2415
Private Wealth Strategies
Ohio
$538K +$8.91K +51 +2%
PWP
2416
Perfromance Wealth Partners
Illinois
$537K – – –
FNBSF
2417
First National Bank Sioux Falls
South Dakota
$536K -$1.75K -10 -0.3%
IWA
2418
Inspirion Wealth Advisors
Illinois
$535K +$12.2K +70 +2%
CRI
2419
Colonial River Investments
Virginia
$535K +$16.8K +96 +3%
CIP
2420
Convergence Investment Partners
Florida
$535K -$3.32K -19 -0.6%
CWM
2421
Castle Wealth Management
Florida
$535K -$6.82K -39 -1%
BWA
2422
BDO Wealth Advisors
Florida
$535K – – –
RA
2423
Ruggaard & Associates
Ohio
$535K +$513K +2,932 New
AA
2424
Alesco Advisors
New York
$533K – – –
LAM
2425
LifePro Asset Management
California
$532K – – –
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97
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