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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
UC
2526
Unio Capital
New Jersey
$368K – – –
KCM
2527
KRS Capital Management
Michigan
$368K +$672 +4 +0.2%
ER
2528
Enlightenment Research
Florida
$368K +$369K +2,200 New
HWM
2529
Horizon Wealth Management
Illinois
$367K +$1.01K +6 +0.3%
TC
2530
Titleist Capital
Texas
$365K +$10.4K +62 +3%
CCC
2531
Chelsea Counsel Company
California
$364K -$34.4K -205 -9%
JHP
2532
James Hambro & Partners
United Kingdom
$364K +$26.9K +160 +8%
TC
2533
Truvestments Capital
Florida
$363K -$5.54K -33 -1%
GCWM
2534
Graham Capital Wealth Management
District of Columbia
$363K +$1.51K +9 +0.4%
FA
2535
Fermata Advisors
California
$362K -$33.4K -199 -8%
APW
2536
Austin Private Wealth
Texas
$360K +$8.06K +48 +2%
KWM
2537
Kolinsky Wealth Management
New Jersey
$360K +$23K +137 +7%
CF
2538
Clarity Financial
Texas
$359K -$2.18K -13 -0.6%
LAS
2539
LWM Advisory Services
Florida
$359K +$6.55K +39 +2%
I2I
2540
Insight 2811 Inc
Illinois
$358K -$41.1K -245 -10%
CFA
2541
Compass Financial Advisors
Indiana
$358K +$43.1K +257 +14%
TCWM
2542
Total Clarity Wealth Management
Illinois
$358K +$209K +1,244 +139%
CAM
2543
CenterStar Asset Management
Illinois
$357K – – –
RW
2544
Rede Wealth
Virginia
$357K – – –
WCWM
2545
Willow Creek Wealth Management
California
$357K – – –
TW
2546
Transform Wealth
Colorado
$353K -$55.7K -332 -14%
GWM
2547
Gitterman Wealth Management
New Jersey
$353K +$354K +2,106 New
RCG
2548
Rock Creek Group
District of Columbia
$351K +$64.6K +385 +22%
CJL
2549
Cyrus J. Lawrence
New York
$351K +$352K +2,095 New
QT
2550
Quantamental Technologies
New York
$349K -$457K -2,722 -57%
100 101
102
103 104