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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
2451
Meridian Management
Arkansas
$278K +$7.29K +50 +3%
GWM
2452
Gray Wealth Management
Maine
$277K -$49.4K -339 -15%
WOSD
2453
WFA of San Diego
California
$277K +$4.66K +32 +2%
HFP
2454
Holistic Financial Partners
Indiana
$276K -$18.9K -130 -7%
TCM
2455
Tradewinds Capital Management
Washington
$276K +$291 +2 +0.1%
CA
2456
Centerpoint Advisors
Massachusetts
$276K +$192K +1,317 +242%
AIA
2457
Arbor Investment Advisors
North Carolina
$275K +$583 +4 +0.2%
HFG
2458
Heron Financial Group
New York
$275K +$16K +110 +6%
SRSA
2459
S.R. Schill & Associates
Washington
$274K – – –
CBOR
2460
Community Bank of Raymore
Missouri
$273K – – –
HFA
2461
Hoover Financial Advisors
Pennsylvania
$273K – – –
SL
2462
Salomon & Ludwin
Virginia
$272K +$30K +206 +13%
CF
2463
Corrigan Financial
Rhode Island
$272K – – –
SFA
2464
Source Financial Advisors
New York
$271K +$583 +4 +0.2%
ACA
2465
Affinity Capital Advisors
California
$270K +$7.29K +50 +3%
SWA
2466
Sax Wealth Advisors
New Jersey
$268K +$264K +1,809 New
WPA
2467
Winning Points Advisors
Florida
$267K -$60.8K -417 -19%
LP
2468
LGL Partners
Pennsylvania
$267K -$31.5K -216 -11%
NJBEST
2469
New Jersey Better Educational Savings Trust
New Jersey
$267K – – –
WFA
2470
Wellspring Financial Advisors
Ohio
$266K -$41.4K -284 -14%
TIA
2471
Tandem Investment Advisors
South Carolina
$266K -$38.3K -263 -13%
PRWA
2472
Platte River Wealth Advisors
Colorado
$266K – – –
OWM
2473
Orgel Wealth Management
Wisconsin
$265K – – –
GSEP
2474
Golden State Equity Partners
California
$265K +$27.8K +191 +12%
SAM
2475
Security Asset Management
New York
$264K – – –
97 98
99
100 101