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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2426
Strategic Wealth Partners
Ohio
$602K +$17.2K +102 +3%
AFG
2427
Allegheny Financial Group
Pennsylvania
$599K -$133K -791 -19%
WDG
2428
Wealth Dimensions Group
Ohio
$599K -$10.6K -63 -2%
CFGA
2429
Cambridge Financial Group (Arizona)
Arizona
$598K +$168 +1 +0%
MGWM
2430
Marks Group Wealth Management
Minnesota
$598K +$2.86K +17 +0.5%
WP
2431
Wealthspan Partners
Iowa
$598K +$57.1K +339 +11%
1WM
2432
1900 Wealth Management
Texas
$598K -$65.7K -390 -10%
KS
2433
Karpas Strategies
Connecticut
$597K +$2.52K +15 +0.4%
LL
2434
LWMG LLC
Minnesota
$597K -$76.6K -455 -12%
WWMSC
2435
Wagner Wealth Management (South Carolina)
South Carolina
$596K +$36.7K +218 +7%
MFG
2436
Menard Financial Group
Texas
$595K – – –
SICM
2437
Sustainable Insight Capital Management
New York
$595K +$572K +3,400 New
WHCI
2438
W.H. Cornerstone Investments
Massachusetts
$595K +$11.6K +69 +2%
OFG
2439
Oxford Financial Group
Indiana
$592K +$8.92K +53 +2%
WE
2440
Wealth Effects
Massachusetts
$592K -$33.7K -200 -6%
MGAM
2441
McGowan Group Asset Management
Texas
$592K +$337 +2 +0.1%
RIS
2442
Retirement Income Solutions
Michigan
$591K +$168 +1 +0%
IFWM
2443
Institute for Wealth Management
Colorado
$591K +$168 +1 +0%
MIM
2444
Marco Investment Management
Georgia
$590K +$15.5K +92 +3%
TAM
2445
Trillium Asset Management
Massachusetts
$590K +$29.8K +177 +6%
PCM
2446
Perritt Capital Management
Illinois
$588K -$13.3K -79 -2%
TAM
2447
Titleist Asset Management
Texas
$587K +$301K +1,790 +115%
MCM
2448
MV Capital Management
Maryland
$586K +$8.25K +49 +1%
FA
2449
Fagan Associates
New York
$586K +$4.38K +26 +0.8%
APC
2450
Aspire Private Capital
North Carolina
$586K +$7.74K +46 +1%
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