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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
2451
Houlihan Financial Resource Group
Virginia
$559K – – –
PWM
2452
Prentice Wealth Management
New York
$558K +$26.4K +159 +5%
AA
2453
Auxano Advisors
Washington
$557K -$4.81K -29 -0.9%
PWM
2454
Paulson Wealth Management
Illinois
$557K -$133K -800 -20%
MIM
2455
Marco Investment Management
Georgia
$557K +$26.2K +158 +5%
NAG
2456
Northstar Advisory Group
New Jersey
$555K -$135K -817 -20%
CL
2457
COWA LLC
Oklahoma
$554K +$35.5K +214 +7%
KA
2458
Klingman & Associates
New York
$553K -$183K -1,104 -25%
SCM
2459
Steele Capital Management
Iowa
$553K +$540K +3,255 New
MAM
2460
Meeder Asset Management
Ohio
$552K -$77K -464 -12%
WH
2461
Willner & Heller
California
$551K +$538K +3,246 New
FCT
2462
First Community Trust
Iowa
$551K -$99.5K -600 -16%
TCM
2463
Tanaka Capital Management
New York
$550K -$5.8K -35 -1%
GCM
2464
G2 Capital Management
Ohio
$548K +$536K +3,229 New
TSWM
2465
Tyler-Stone Wealth Management
Ohio
$547K +$32.8K +198 +7%
DIM
2466
Delta Investment Management
California
$545K +$5.31K +32 +1%
BCM
2467
Birmingham Capital Management
Alabama
$544K +$4.15K +25 +0.8%
RIG
2468
RiverFront Investment Group
Virginia
$543K +$7.96K +48 +2%
IIM
2469
Ironwood Investment Management
Massachusetts
$542K – – –
TAM
2470
Trillium Asset Management
Massachusetts
$542K -$72K -434 -12%
PW
2471
Peninsula Wealth
California
$541K -$20.9K -126 -4%
WWMSC
2472
Wagner Wealth Management (South Carolina)
South Carolina
$541K +$42.5K +256 +9%
KIA
2473
KLR Investment Advisors
Rhode Island
$541K +$21.1K +127 +4%
CFIA
2474
Cantor Fitzgerald Investment Advisors
New York
$540K +$527K +3,177 New
CCFM
2475
Clear Creek Financial Management
Washington
$538K +$53.1K +320 +11%
97 98
99
100 101