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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2451
Prentice Wealth Management
New York
$558K +$26.4K +159 +5%
AA
2452
Auxano Advisors
Washington
$557K -$4.81K -29 -0.9%
PWM
2453
Paulson Wealth Management
Illinois
$557K -$133K -800 -20%
MIM
2454
Marco Investment Management
Georgia
$557K +$26.2K +158 +5%
NAG
2455
Northstar Advisory Group
New Jersey
$555K -$135K -817 -20%
CL
2456
COWA LLC
Oklahoma
$554K +$35.5K +214 +7%
KA
2457
Klingman & Associates
New York
$553K -$183K -1,104 -25%
SCM
2458
Steele Capital Management
Iowa
$553K +$540K +3,255 New
MAM
2459
Meeder Asset Management
Ohio
$552K -$77K -464 -12%
WH
2460
Willner & Heller
California
$551K +$538K +3,246 New
FCT
2461
First Community Trust
Iowa
$551K -$99.5K -600 -16%
TCM
2462
Tanaka Capital Management
New York
$550K -$5.8K -35 -1%
GCM
2463
G2 Capital Management
Ohio
$548K +$536K +3,229 New
TSWM
2464
Tyler-Stone Wealth Management
Ohio
$547K +$32.8K +198 +7%
DIM
2465
Delta Investment Management
California
$545K +$5.31K +32 +1%
BCM
2466
Birmingham Capital Management
Alabama
$544K +$4.15K +25 +0.8%
RIG
2467
RiverFront Investment Group
Virginia
$543K +$7.96K +48 +2%
IIM
2468
Ironwood Investment Management
Massachusetts
$542K – – –
TAM
2469
Trillium Asset Management
Massachusetts
$542K -$72K -434 -12%
PW
2470
Peninsula Wealth
California
$541K -$20.9K -126 -4%
WWMSC
2471
Wagner Wealth Management (South Carolina)
South Carolina
$541K +$42.5K +256 +9%
KIA
2472
KLR Investment Advisors
Rhode Island
$541K +$21.1K +127 +4%
CFIA
2473
Cantor Fitzgerald Investment Advisors
New York
$540K +$527K +3,177 New
CCFM
2474
Clear Creek Financial Management
Washington
$538K +$53.1K +320 +11%
IWA
2475
Inspirion Wealth Advisors
Illinois
$537K – – –
97 98
99
100 101