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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
2426
Alliance Wealth Advisors (Utah)
Utah
$521K +$23.6K +130 +4%
ZAM
2427
Zevin Asset Management
Massachusetts
$518K +$64.5K +355 +13%
NAS
2428
NWF Advisory Services
California
$518K – – –
BS
2429
Bessemer Securities
New York
$517K -$1.2M -6,633 -68%
CL
2430
COWA LLC
Oklahoma
$517K +$81.7K +450 +17%
JAFL
2431
Jay A. Fishman Ltd
Michigan
$517K – – –
OCBCO
2432
Oversea-Chinese Banking Corp (OCBC)
Singapore
$517K +$554K +3,049 New
SIG
2433
Spinnaker Investment Group
California
$516K – – –
BFG
2434
Bouchey Financial Group
New York
$514K +$5.27K +29 +1%
TSWM
2435
Tyler-Stone Wealth Management
Ohio
$513K +$19.6K +108 +4%
TBWA
2436
Three Bridge Wealth Advisors
California
$510K -$7.99K -44 -1%
BAAM
2437
Baker Avenue Asset Management
California
$510K -$135K -742 -20%
PWMG
2438
Provence Wealth Management Group
California
$510K -$60.5K -333 -10%
SGK
2439
Steigerwald Gordon & Koch
Virginia
$510K +$72.1K +397 +15%
RGF
2440
Retirement Guys Formula
Ohio
$510K -$584K -3,216 -52%
ALAM
2441
Asahi Life Asset Management
Japan
$509K +$5.45K +30 +1%
PRWA
2442
Platte River Wealth Advisors
Colorado
$509K +$259K +1,425 +90%
WW
2443
Waterfront Wealth
Kansas
$509K -$60.8K -335 -10%
HS
2444
Horan Securities
United States
$509K -$4.9K -27 -0.9%
GAM
2445
GEM Asset Management
Michigan
$508K – – –
AWM
2446
Atticus Wealth Management
Florida
$508K -$36.9K -203 -6%
PD
2447
Planning Directions
Pennsylvania
$507K +$2.54K +14 +0.5%
PWP
2448
Phillips Wealth Planners
Mississippi
$506K +$11.1K +61 +2%
TCM
2449
Traynor Capital Management
Pennsylvania
$506K -$3.45K -19 -0.6%
ACM
2450
Arcataur Capital Management
Wisconsin
$505K – – –
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