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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2401
Apricus Wealth
South Carolina
$581K -$8.59K -50 -1%
SFA
2402
Semmax Financial Advisors
North Carolina
$581K +$74.2K +432 +14%
BEW
2403
Burton Enright Welch
California
$580K -$30.9K -180 -5%
TFP
2404
Tilia Fiduciary Partners
North Carolina
$579K -$344 -2 -0.1%
MFG
2405
Menard Financial Group
Texas
$579K – – –
CCIA
2406
Cherry Creek Investment Advisors
Colorado
$578K +$13.2K +77 +2%
CHA
2407
Cooper/Haims Advisors
New York
$577K – – –
FM
2408
Family Management
New York
$576K – – –
APC
2409
Aspire Private Capital
North Carolina
$576K +$10.3K +60 +2%
BFM
2410
Boothbay Fund Management
New York
$576K -$520K -3,024 -47%
PW
2411
Peninsula Wealth
California
$575K +$17.7K +103 +3%
RWP
2412
Ridgecrest Wealth Partners
California
$575K +$25.4K +148 +5%
FNBOMD
2413
First National Bank of Mount Dora
Florida
$575K -$20.6K -120 -3%
SFG
2414
SNS Financial Group
Minnesota
$574K -$29K -169 -5%
SAM
2415
Sompo Asset Management
Japan
$573K +$24.1K +140 +4%
ISWM
2416
Independent Solutions Wealth Management
New York
$572K +$124K +719 +27%
PCM
2417
Perritt Capital Management
Illinois
$571K -$1.89K -11 -0.3%
CA
2418
CoreCap Advisors
Michigan
$571K +$577K +3,356 New
MAWA
2419
Moss Adams Wealth Advisors
Washington
$570K +$89K +518 +18%
MIM
2420
Marco Investment Management
Georgia
$569K -$11.3K -66 -2%
PP
2421
Prudential plc
United Kingdom
$565K +$571K +3,323 New
FPCG
2422
Fort Pitt Capital Group
Pennsylvania
$564K -$21.8K -127 -4%
USWIA
2423
UP Strategic Wealth Investment Advisors
Pennsylvania
$564K +$58.6K +341 +11%
WE
2424
Wealth Effects
Massachusetts
$564K -$20.3K -118 -3%
MGWM
2425
Marks Group Wealth Management
Minnesota
$564K -$7.39K -43 -1%
95 96
97
98 99