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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IPAM
2526
Investment Partners Asset Management
New Jersey
$474K +$2.59K +15 +0.5%
PWP
2527
Perfromance Wealth Partners
Illinois
$474K +$4.83K +28 +1%
TWM
2528
Tradition Wealth Management
Minnesota
$472K +$49.5K +287 +11%
AA
2529
Alesco Advisors
New York
$470K -$8.28K -48 -2%
TSWM
2530
Tyler-Stone Wealth Management
Ohio
$470K -$5.18K -30 -1%
JAFL
2531
Jay A. Fishman Ltd
Michigan
$470K – – –
BFG
2532
Bouchey Financial Group
New York
$470K -$39.4K -228 -7%
PWA
2533
PCG Wealth Advisors
Kansas
$470K +$173 +1 +0%
RCM
2534
Rain Capital Management
Oregon
$469K +$2.93K +17 +0.6%
BBA
2535
Braun-Bostich & Associates
Pennsylvania
$469K +$42.1K +244 +9%
TCM
2536
Traynor Capital Management
Pennsylvania
$469K +$9.66K +56 +2%
AWA
2537
Alaska Wealth Advisors
Alaska
$468K – – –
I
2538
INVST
Indiana
$467K +$109K +630 +28%
MAWA
2539
Moss Adams Wealth Advisors
Washington
$467K +$121K +702 +33%
DWA
2540
Delos Wealth Advisors
Texas
$466K +$483K +2,800 +10,769%
FNBSF
2541
First National Bank Sioux Falls
South Dakota
$466K +$3.97K +23 +0.8%
SFP
2542
Sterling Financial Planning
New Jersey
$466K -$9.32K -54 -2%
NAMM
2543
NorthStar Asset Management (Massachusetts)
Massachusetts
$466K -$51.3K -297 -10%
AFIA
2544
America First Investment Advisors
Nebraska
$465K – – –
RIS
2545
Retirement Income Solutions
Michigan
$464K -$98K -568 -17%
FPWM
2546
FSB Premier Wealth Management
Iowa
$463K +$518 +3 +0.1%
FWM
2547
Foguth Wealth Management
Michigan
$462K +$149K +861 +44%
DMC
2548
Drexel Morgan & Co
Pennsylvania
$462K – – –
SPI
2549
Sutton Place Investors
New York
$461K -$594K -3,440 -55%
SAA
2550
Southeast Asset Advisors
Georgia
$458K -$3.62K -21 -0.8%
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