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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2476
Innova Wealth Partners
Pennsylvania
$457K -$1.62K -11 -0.3%
CC
2477
Cadinha & Co
Hawaii
$457K – – –
ACM
2478
Arcataur Capital Management
Wisconsin
$457K – – –
CWA
2479
Crux Wealth Advisors
California
$457K -$7.49K -51 -2%
RPWA
2480
Regent Peak Wealth Advisors
Georgia
$457K -$3.67K -25 -0.8%
EFG
2481
Embree Financial Group
Illinois
$457K +$35.7K +243 +8%
SFP
2482
Sterling Financial Planning
New Jersey
$455K – – –
KRW
2483
Kaufman Rossin Wealth
Florida
$455K -$63.8K -434 -12%
AWMS
2484
Advocacy Wealth Management Services
Georgia
$455K -$1.76K -12 -0.4%
BP
2485
BBR Partners
New York
$454K +$30.1K +205 +7%
HA
2486
Herold Advisors
New York
$454K -$408K -2,774 -47%
SIC
2487
Sigma Investment Counselors
Michigan
$453K -$16.2K -110 -3%
HFRG
2488
Houlihan Financial Resource Group
Virginia
$453K +$454K +3,091 New
ISWM
2489
Independent Solutions Wealth Management
New York
$453K -$94.9K -646 -17%
SHGA
2490
Sand Hill Global Advisors
California
$451K -$12K -82 -3%
NNPTE
2491
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$451K -$294 -2 -0.1%
MPPLM
2492
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$451K -$33.4K -227 -7%
AWA
2493
Adapt Wealth Advisors
Georgia
$450K -$588 -4 -0.1%
UCI
2494
Uncommon Cents Investing
Wisconsin
$450K -$3.67K -25 -0.8%
MGWM
2495
Marks Group Wealth Management
Minnesota
$450K +$13.5K +92 +3%
CIM
2496
Cambria Investment Management
California
$450K +$117K +794 +34%
AIA
2497
Angeles Investment Advisors
California
$449K – – –
MW
2498
Marble Wealth
Alabama
$448K +$459K +3,122 New
SPWM
2499
Spartan Planning & Wealth Management
North Carolina
$448K +$459K +3,122 New
OFS
2500
OneAscent Financial Services
Alabama
$447K -$544K -3,703 -54%
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