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PPLI

People Inc
PPLI

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
301
DiNuzzo Private Wealth
Pennsylvania
$2.35K – – –
AWM
302
Activest Wealth Management
Florida
$2.17K +$299 +7 +18%
TFA
303
Transamerica Financial Advisors
Florida
$1.94K -$683 -16 -28%
RWS
304
Retirement Wealth Solutions
Wisconsin
$1.89K +$213 +5 +14%
HFM
305
Hartford Financial Management
Connecticut
$1.85K – – –
BWA
306
Basecamp Wealth Advisors
Washington
$1.85K – – –
PWMG
307
Private Wealth Management Group
New Jersey
$1.8K – – –
NFSG
308
Newbridge Financial Services Group
Florida
$1.57K – – –
NWMP
309
Noble Wealth Management PBC
Colorado
$1.52K +$1.41K +33 New
KG
310
Kilter Group
New York
$1.48K -$43 -1 -3%
BCM
311
Boreal Capital Management
Florida
$1.39K – – –
GFA
312
Godfrey Financial Associates
New York
$1.39K – – –
HNB
313
Huntington National Bank
Ohio
$1.33K – – –
SGK
314
Steigerwald Gordon & Koch
Virginia
$1.33K – – –
AF
315
Alerus Financial
North Dakota
$1.29K – – –
PWA
316
Physician Wealth Advisors
Utah
$1.25K – – –
WTC
317
WhitTier Trust Company
Nevada
$1.19K – – –
CPG
318
Cornerstone Planning Group
New Jersey
$1.04K – – –
SIC
319
SJS Investment Consulting
Ohio
$1.02K +$85 +2 +10%
ACA
320
American Capital Advisory
Idaho
$970 +$427 +10 +91%
LI
321
LRI Investments
Florida
$969 – – –
NSIM
322
North Star Investment Management
Illinois
$877 – – –
CMBA
323
C.M. Bidwell & Associates
Hawaii
$692 – – –
SC
324
Swan Capital
Florida
$692 – – –
PMFA
325
Plante Moran Financial Advisors
Michigan
$600 +$555 +13 New
11 12
13
14 15