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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2426
Summit Financial Strategies
Ohio
$427K -$19.5K -116 -4%
PWAC
2427
Private Wealth Advisors (California)
California
$426K -$35.9K -214 -8%
AIFAIM
2428
American Institute for Advanced Investment Management
Arizona
$426K – – –
BA
2429
Ballew Advisors
Mississippi
$426K +$168 +1 +0%
CWS
2430
Cypress Wealth Services
California
$426K +$9.74K +58 +2%
SFP
2431
Sweet Financial Partners
Minnesota
$425K -$3.86K -23 -0.9%
ACA
2432
Ackerman Capital Advisors
Texas
$425K – – –
BWA
2433
Burt Wealth Advisors
Maryland
$424K +$672 +4 +0.2%
CC
2434
Callan Capital
California
$423K +$33.2K +198 +8%
DA
2435
Doliver Advisors
Texas
$422K +$423K +2,520 New
WMA
2436
West Michigan Advisors
Michigan
$421K +$26.2K +156 +7%
LWA
2437
Lenox Wealth Advisors
New York
$421K +$151K +902 +59%
EAM
2438
EFG Asset Management
Oregon
$421K +$423K +2,518 New
LHC
2439
Little House Capital
Massachusetts
$420K +$32.6K +194 +8%
TFA
2440
Teamwork Financial Advisors
Texas
$419K -$498K -2,964 -54%
DBRC
2441
D.B. Root & Company
Pennsylvania
$418K -$8.9K -53 -2%
GC
2442
Garde Capital
Washington
$418K -$4.87K -29 -1%
DMC
2443
Drexel Morgan & Co
Pennsylvania
$418K – – –
HS
2444
Horan Securities
United States
$418K – – –
WCG
2445
Weaver Consulting Group
California
$418K – – –
KA
2446
Kercheville Advisors
Texas
$418K +$159K +950 +61%
HA
2447
HFG Advisors
Ohio
$416K – – –
IA
2448
Integrity Advisory
Kansas
$415K +$416K +2,480 New
MCM
2449
Monument Capital Management
Virginia
$414K +$52.2K +311 +14%
SL
2450
Salomon & Ludwin
Virginia
$413K +$98.9K +589 +31%
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98
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