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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2526
Insight Folios
North Carolina
$359K +$10.9K +63 +3%
VAM
2527
Verity Asset Management
North Carolina
$357K +$377K +2,187 New
DA
2528
Doliver Advisors
Texas
$357K +$40.5K +235 +12%
MFA
2529
McClarren Financial Advisors
Pennsylvania
$357K +$377K +2,190 New
MCWA
2530
Meadow Creek Wealth Advisors
Georgia
$356K +$8.27K +48 +2%
WBG
2531
Wharton Business Group
Pennsylvania
$354K – – –
AC
2532
AlphaCore Capital
California
$354K +$91K +528 +32%
WPA
2533
Winning Points Advisors
Florida
$353K -$19K -110 -5%
JF
2534
Joule Financial
Kentucky
$353K +$61.9K +359 +20%
VCM
2535
Vision Capital Management
Oregon
$352K +$28.3K +164 +8%
CP
2536
Castleview Partners
Texas
$351K -$1.95M -11,310 -84%
TC
2537
Trilogy Capital
California
$351K -$2.93K -17 -0.8%
AA
2538
Argent Advisors
Louisiana
$351K – – –
CFA
2539
Compass Financial Advisors
Indiana
$350K +$517 +3 +0.1%
BCM
2540
Bluefin Capital Management
New York
$350K +$27.6K +160 +8%
CBN
2541
Cadence Bank NA
Texas
$349K -$3.8M -22,033 -91%
TVAMP
2542
Tennessee Valley Asset Management Partners
Tennessee
$349K +$1.21K +7 +0.3%
RW
2543
Rede Wealth
Virginia
$348K – – –
DFG
2544
Demars Financial Group
Washington
$346K -$8.62K -50 -2%
P
2545
&Partners
Tennessee
$346K -$3.79K -22 -1%
TLFA
2546
True Link Financial Advisors
California
$346K +$4.31K +25 +1%
CWS
2547
Cypress Wealth Services
California
$345K -$104K -605 -22%
NFSG
2548
Newbridge Financial Services Group
Florida
$345K +$186K +1,082 +105%
3F
2549
360 Financial
Minnesota
$344K -$24.1K -140 -6%
HKAM
2550
Horizon Kinetics Asset Management
New York
$343K -$22.1K -128 -6%
100 101
102
103 104