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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
2401
Intelligent Financial Strategies
Minnesota
$582K – – –
AW
2402
Apricus Wealth
South Carolina
$581K -$8.59K -50 -1%
SFA
2403
Semmax Financial Advisors
North Carolina
$581K +$74.2K +432 +14%
BEW
2404
Burton Enright Welch
California
$580K -$30.9K -180 -5%
TFP
2405
Tilia Fiduciary Partners
North Carolina
$579K -$344 -2 -0.1%
MFG
2406
Menard Financial Group
Texas
$579K – – –
CCIA
2407
Cherry Creek Investment Advisors
Colorado
$578K +$13.2K +77 +2%
CHA
2408
Cooper/Haims Advisors
New York
$577K – – –
FM
2409
Family Management
New York
$576K – – –
APC
2410
Aspire Private Capital
North Carolina
$576K +$10.3K +60 +2%
BFM
2411
Boothbay Fund Management
New York
$576K -$520K -3,024 -47%
PW
2412
Peninsula Wealth
California
$575K +$17.7K +103 +3%
RWP
2413
Ridgecrest Wealth Partners
California
$575K +$25.4K +148 +5%
FNBOMD
2414
First National Bank of Mount Dora
Florida
$575K -$20.6K -120 -3%
SFG
2415
SNS Financial Group
Minnesota
$574K -$29K -169 -5%
SAM
2416
Sompo Asset Management
Japan
$573K +$24.1K +140 +4%
ISWM
2417
Independent Solutions Wealth Management
New York
$572K +$124K +719 +27%
PCM
2418
Perritt Capital Management
Illinois
$571K -$1.89K -11 -0.3%
CA
2419
CoreCap Advisors
Michigan
$571K +$577K +3,356 New
MAWA
2420
Moss Adams Wealth Advisors
Washington
$570K +$89K +518 +18%
MIM
2421
Marco Investment Management
Georgia
$569K -$11.3K -66 -2%
PP
2422
Prudential plc
United Kingdom
$565K +$571K +3,323 New
FPCG
2423
Fort Pitt Capital Group
Pennsylvania
$564K -$21.8K -127 -4%
USWIA
2424
UP Strategic Wealth Investment Advisors
Pennsylvania
$564K +$58.6K +341 +11%
WE
2425
Wealth Effects
Massachusetts
$564K -$20.3K -118 -3%
95 96
97
98 99