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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2501
Drake & Associates
Wisconsin
$372K +$14.8K +86 +4%
APW
2502
Austin Private Wealth
Texas
$370K -$160K -926 -29%
DWM
2503
Darwin Wealth Management
Florida
$370K -$45K -261 -11%
SAM
2504
Secure Asset Management
Michigan
$370K -$11.2K -65 -3%
BDFN
2505
Bond & Devick Financial Network
Minnesota
$370K – – –
CCM
2506
Cox Capital Management
Massachusetts
$370K +$3.62K +21 +0.9%
LWP
2507
Lumature Wealth Partners
Georgia
$370K +$11K +64 +3%
WAC
2508
William Allan Corp
Colorado
$369K -$10.3K -60 -3%
PGA
2509
Portland Global Advisors
Maine
$367K – – –
TAM
2510
Townsend Asset Management
North Carolina
$367K – – –
HWM
2511
Hohimer Wealth Management
Washington
$366K – – –
KWS
2512
Keystone Wealth Services
California
$366K +$689 +4 +0.2%
BFA
2513
Beacon Financial Advisory
Ohio
$365K -$10.2K -59 -3%
TC
2514
TAGStone Capital
North Carolina
$365K -$1.9K -11 -0.5%
RC
2515
Rovin Capital
Arizona
$365K +$37.7K +219 +11%
CWM
2516
Circle Wealth Management
New Jersey
$364K -$21.7K -126 -5%
RCG
2517
Rock Creek Group
District of Columbia
$364K +$26.4K +153 +7%
CF
2518
Corrigan Financial
Rhode Island
$363K +$8.79K +51 +2%
HH
2519
HWG Holdings
Texas
$363K +$384K +2,226 New
CSWG
2520
Cardinal Strategic Wealth Guidance
Kentucky
$361K -$14.5K -84 -4%
MWP
2521
Meridian Wealth Partners
Pennsylvania
$361K -$1.55K -9 -0.4%
KCM
2522
KRS Capital Management
Michigan
$361K +$689 +4 +0.2%
CCP
2523
Cassia Capital Partners
North Carolina
$360K +$21.5K +125 +6%
ACM
2524
Alethea Capital Management
Washington
$359K – – –
UC
2525
Unio Capital
New Jersey
$359K – – –
99 100
101
102 103