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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2501
Truvestments Capital
Florida
$380K +$18.9K +112 +5%
BDFN
2502
Bond & Devick Financial Network
Minnesota
$377K – – –
RB
2503
Renasant Bank
Mississippi
$377K +$10.9K +65 +3%
TIA
2504
Tiemann Investment Advisors
California
$376K -$4.21K -25 -1%
HA
2505
Hofer & Associates
California
$376K +$505 +3 +0.1%
AWP
2506
Abacus Wealth Partners
California
$375K -$18.7K -111 -5%
PGA
2507
Portland Global Advisors
Maine
$375K -$10.1K -60 -3%
CCM
2508
Cox Capital Management
Massachusetts
$375K – – –
FPIS
2509
Financial Planning & Information Services
Wisconsin
$375K – – –
NAG
2510
Northstar Advisory Group
New Jersey
$374K -$3M -17,830 -89%
HWM
2511
Hohimer Wealth Management
Washington
$374K -$76.9K -457 -17%
TAM
2512
Townsend Asset Management
North Carolina
$374K – – –
TC
2513
TAGStone Capital
North Carolina
$374K +$2.36K +14 +0.6%
CWA
2514
Cornerstone Wealth Advisors
Minnesota
$373K – – –
HA
2515
HYA Advisors
Missouri
$373K – – –
KWS
2516
Keystone Wealth Services
California
$373K +$337 +2 +0.1%
HKAM
2517
Horizon Kinetics Asset Management
New York
$372K +$4.71K +28 +1%
MFP
2518
Meridian Financial Partners
Virginia
$372K +$365K +2,166 New
RTS
2519
Round Table Services
New Jersey
$370K – – –
MWP
2520
Meridian Wealth Partners
Pennsylvania
$369K +$109K +650 +42%
CC
2521
Corton Capital
Ontario, Canada
$368K -$220K -1,305 -37%
1WA
2522
180 Wealth Advisors
Washington
$368K -$104K -615 -22%
KCM
2523
KRS Capital Management
Michigan
$368K +$673 +4 +0.2%
ACM
2524
Alethea Capital Management
Washington
$367K -$101K -600 -21%
LWP
2525
Lumature Wealth Partners
Georgia
$367K -$3.37K -20 -0.9%
99 100
101
102 103