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PPLI

People Inc
PPLI

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
501
Ellevest Inc
New York
$23K +$20.5K +509 New
EP
502
Eudaimonia Partners
Tennessee
$23K +$21K +520 New
CIA
503
CSat Investment Advisory
Michigan
$22K – – –
TIM
504
Tortoise Investment Management
New York
$22K – – –
BCA
505
Berman Capital Advisors
Georgia
$22K +$887 +22 +5%
GRP
506
Global Retirement Partners
California
$21K -$5.84K -145 -23%
CCM
507
Covington Capital Management
California
$19K – – –
VEA
508
Virtus ETF Advisers
New York
$18K +$16.2K +403 New
ME
509
McIlrath & Eck
Washington
$17K – – –
PCA
510
Providence Capital Advisors
North Carolina
$16K – – –
RWA
511
Ropes Wealth Advisors
Massachusetts
$16K – – –
ZB
512
Zions Bancorporation
Utah
$13K -$1.77K -44 -13%
AF
513
Allworth Financial
California
$13K – – –
APWM
514
Atlas Private Wealth Management
New York
$12K +$11.3K +280 New
LWCFA
515
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
EFSCE
516
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
GWS
517
Glassman Wealth Services
Virginia
$10K – – –
HFM
518
Hartford Financial Management
Connecticut
$10K – – –
ETC
519
Exchange Traded Concepts
Oklahoma
$9K +$8.1K +201 New
CFB
520
Cullen/Frost Bankers
Texas
$9K +$8.59K +213 New
TCWM
521
Total Clarity Wealth Management
Illinois
$9K +$8.59K +213 New
TPWA
522
TRUE Private Wealth Advisors
Oregon
$9K +$8.59K +213 New
VCM
523
Versant Capital Management
Arizona
$8K -$685 -17 -8%
RFA
524
Reilly Financial Advisors
California
$8K – – –
RIA
525
RPG Investment Advisory
California
$8K – – –
19 20
21
22 23