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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWAG
2526
Kiely Wealth Advisory Group
North Carolina
$527K – – –
RVPG
2527
Relative Value Partners Group
$525K +$20.5K +122 +4%
EA
2528
Everpar Advisors
Oklahoma
$525K -$224K -1,331 -31%
UAM
2529
UAS Asset Management
New York
$525K +$505K +3,000 New
IWA
2530
Inspirion Wealth Advisors
Illinois
$524K -$19.4K -115 -4%
RA
2531
Ruggaard & Associates
Ohio
$522K +$4.21K +25 +0.8%
DB
2532
Dravo Bay
Delaware
$522K +$673 +4 +0.1%
RB
2533
Renasant Bank
Mississippi
$520K -$1.51K -9 -0.3%
ACM
2534
Arcataur Capital Management
Wisconsin
$519K – – –
FFA
2535
Florida Financial Advisors
Florida
$518K +$167K +993 +50%
AWM
2536
Aprio Wealth Management
Georgia
$518K -$10.1K -60 -2%
AGC
2537
Aspen Grove Capital
Colorado
$518K +$127K +754 +35%
FIBT
2538
First International Bank & Trust
North Dakota
$518K – – –
NRC
2539
New Republic Capital
North Carolina
$517K -$3.87K -23 -0.8%
USWIA
2540
UP Strategic Wealth Investment Advisors
Pennsylvania
$516K – – –
SIC
2541
Samalin Investment Counsel
New York
$516K -$86K -511 -15%
SGCA
2542
Steel Grove Capital Advisors
Tennessee
$515K +$78.6K +467 +19%
CWM
2543
Circle Wealth Management
New Jersey
$515K +$51.3K +305 +12%
DFG
2544
Dupree Financial Group
Kentucky
$514K – – –
LA
2545
Latitude Advisors
Florida
$514K -$76.6K -455 -13%
PWP
2546
Phillips Wealth Planners
Mississippi
$512K -$11.4K -68 -2%
WF
2547
Wayfinding Financial
Washington
$511K -$22.4K -133 -4%
PWS
2548
Private Wealth Strategies
Ohio
$509K – – –
MAP
2549
Moody Aldrich Partners
Massachusetts
$509K +$39.4K +234 +9%
GAM
2550
GEM Asset Management
Michigan
$508K – – –
100 101
102
103 104