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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2476
Cadinha & Co
Hawaii
$457K – – –
ACM
2477
Arcataur Capital Management
Wisconsin
$457K – – –
CWA
2478
Crux Wealth Advisors
California
$457K -$7.49K -51 -2%
RPWA
2479
Regent Peak Wealth Advisors
Georgia
$457K -$3.67K -25 -0.8%
EFG
2480
Embree Financial Group
Illinois
$457K +$35.7K +243 +8%
SFP
2481
Sterling Financial Planning
New Jersey
$455K – – –
KRW
2482
Kaufman Rossin Wealth
Florida
$455K -$63.8K -434 -12%
AWMS
2483
Advocacy Wealth Management Services
Georgia
$455K -$1.76K -12 -0.4%
BP
2484
BBR Partners
New York
$454K +$30.1K +205 +7%
HA
2485
Herold Advisors
New York
$454K -$408K -2,774 -47%
SIC
2486
Sigma Investment Counselors
Michigan
$453K -$16.2K -110 -3%
HFRG
2487
Houlihan Financial Resource Group
Virginia
$453K +$454K +3,091 New
ISWM
2488
Independent Solutions Wealth Management
New York
$453K -$94.9K -646 -17%
SHGA
2489
Sand Hill Global Advisors
California
$451K -$12K -82 -3%
NNPTE
2490
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$451K -$294 -2 -0.1%
MPPLM
2491
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$451K -$33.4K -227 -7%
AWA
2492
Adapt Wealth Advisors
Georgia
$450K -$588 -4 -0.1%
UCI
2493
Uncommon Cents Investing
Wisconsin
$450K -$3.67K -25 -0.8%
MGWM
2494
Marks Group Wealth Management
Minnesota
$450K +$13.5K +92 +3%
CIM
2495
Cambria Investment Management
California
$450K +$117K +794 +34%
AIA
2496
Angeles Investment Advisors
California
$449K – – –
MW
2497
Marble Wealth
Alabama
$448K +$459K +3,122 New
SPWM
2498
Spartan Planning & Wealth Management
North Carolina
$448K +$459K +3,122 New
OFS
2499
OneAscent Financial Services
Alabama
$447K -$544K -3,703 -54%
DWA
2500
Delos Wealth Advisors
Texas
$446K – – –
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100
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