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PPLI

People Inc
PPLI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
476
Meeder Asset Management
Ohio
$29K +$15.3K +123 +103%
BCA
477
Berman Capital Advisors
Georgia
$29K +$19.2K +155 +150%
SFP
478
Sterling Financial Planning
New Jersey
$27K – – –
IA
479
IFP Advisors
Florida
$26K +$248 +2 +1%
CWP
480
Concord Wealth Partners
Virginia
$26K +$27.6K +222 New
TWA
481
TCI Wealth Advisors
Arizona
$25K +$2.86K +23 +12%
CFA
482
Carroll Financial Associates
North Carolina
$22K – – –
LWA
483
Lenox Wealth Advisors
New York
$22K – – –
EP
484
Eudaimonia Partners
Tennessee
$20K -$2.36K -19 -10%
CFD
485
Creative Financial Designs
Indiana
$19K – – –
PWM
486
Prentice Wealth Management
New York
$18K +$19.4K +156 New
MIFH
487
Migdal Insurance & Financial Holdings
Israel
$17K +$18.3K +147 New
WWM
488
Wolff Wiese Magana
California
$16K – – –
EFSCE
489
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$2.73K +22 +20%
GWS
490
Glassman Wealth Services
Virginia
$13K +$869 +7 +7%
KPCM
491
Kings Point Capital Management
New York
$13K +$13.2K +106 New
SWG
492
Summit Wealth Group
Vermont
$13K +$13.7K +110 New
OSAM
493
O'Shaughnessy Asset Management
Connecticut
$12K – – –
AF
494
Allworth Financial
California
$11K -$124 -1 -1%
APWM
495
Atlas Private Wealth Management
New York
$11K – – –
NL
496
NVWM LLC
Pennsylvania
$11K – – –
PSIWM
497
Paradigm Strategies in Wealth Management
Minnesota
$11K +$11.4K +92 New
TFIPS
498
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.8K – – –
AIC
499
Ameritas Investment Company
Nebraska
$10.4K +$10.9K +88 New
ZB
500
Zions Bancorporation
Utah
$10K -$1.86K -15 -15%
18 19
20
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