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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2476
Joule Financial
Kentucky
$404K +$36.9K +274 +10%
XWM
2477
Xcel Wealth Management
Florida
$404K -$69.2K -514 -14%
PPW
2478
Parcion Private Wealth
Washington
$402K +$179K +1,327 +77%
MGWM
2479
Marks Group Wealth Management
Minnesota
$402K -$47.3K -351 -10%
OF
2480
Optimize Financial
California
$402K -$2.69K -20 -0.7%
USWIA
2481
UP Strategic Wealth Investment Advisors
Pennsylvania
$402K -$174K -1,293 -30%
FCM
2482
Family Capital Management
Michigan
$401K +$409K +3,039 New
AWA
2483
Adapt Wealth Advisors
Georgia
$401K – – –
UWS
2484
Unique Wealth Strategies
Illinois
$400K +$38.1K +283 +10%
VWM
2485
Vigilare Wealth Management
Arizona
$399K -$343K -2,543 -46%
BP
2486
BBR Partners
New York
$399K -$2.96K -22 -0.7%
AWP
2487
Ascent Wealth Partners
New York
$399K -$1.85M -13,715 -82%
LAM
2488
Lewis Asset Management
California
$398K +$407K +3,018 New
MC
2489
Montag & Caldwell
Georgia
$397K – – –
CFA
2490
Cahill Financial Advisors
Minnesota
$397K +$86.8K +644 +27%
EBSAM
2491
Eubel Brady & Suttman Asset Management
Ohio
$397K +$1.35K +10 +0.3%
CWMGO
2492
Capstone Wealth Management Group (Oregon)
Oregon
$397K +$2.56K +19 +0.6%
CWA
2493
Crux Wealth Advisors
California
$396K +$148K +1,096 +58%
BFA
2494
Brown Financial Advisors
Ohio
$396K -$3.23K -24 -0.8%
DCA
2495
DSG Capital Advisors
Minnesota
$396K -$4.58K -34 -1%
GCM
2496
Graver Capital Management
Ohio
$396K – – –
MWA
2497
Martel Wealth Advisors
Washington
$396K – – –
ZAM
2498
Zevin Asset Management
Massachusetts
$395K – – –
DL
2499
DOHJ LLC
Washington
$395K +$374K +2,775 New
TWM
2500
Thrive Wealth Management
Pennsylvania
$394K -$3.23K -24 -0.8%
98 99
100
101 102