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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
2551
Aspen Grove Capital
Colorado
$468K -$48.6K -283 -9%
HIG
2552
Heritage Investment Group
Florida
$468K +$33.2K +193 +8%
CCA
2553
Clearwater Capital Advisors
Illinois
$466K +$515 +3 +0.1%
RWA
2554
Rooted Wealth Advisors
Illinois
$466K -$20.3K -118 -4%
QPWM
2555
Quadrant Private Wealth Management
Pennsylvania
$465K +$36.8K +214 +8%
SWM
2556
Sugarloaf Wealth Management
Georgia
$465K +$31.4K +183 +7%
TC
2557
Truvestments Capital
Florida
$465K +$23K +134 +5%
CIA
2558
Cape Investment Advisory
Georgia
$465K +$15.6K +91 +3%
BFG
2559
Bouchey Financial Group
New York
$464K -$21.3K -124 -4%
OWM
2560
Opes Wealth Management
California
$464K -$3.26K -19 -0.7%
SCM
2561
Stevens Capital Management
Pennsylvania
$464K -$357K -2,076 -43%
CWM
2562
Centric Wealth Management
Illinois
$463K -$16.7K -97 -3%
HP
2563
Hyperion Partners
Pennsylvania
$463K -$7.56K -44 -2%
PWP
2564
Perfromance Wealth Partners
Illinois
$463K -$26.1K -152 -5%
IC
2565
Iconiq Capital
California
$462K +$466K +2,714 New
NEWAS
2566
N.E.W. Advisory Services
Wisconsin
$461K +$172 +1 +0%
AWS
2567
Arkfeld Wealth Strategies
Nebraska
$461K +$6.18K +36 +1%
FMN
2568
Financial Management Network
California
$460K +$4.64K +27 +1%
FSA
2569
Financial Security Advisor
Virginia
$460K +$2.92K +17 +0.6%
ODIJL
2570
One Day In July LLC
Vermont
$459K +$166K +968 +56%
TAM
2571
Trillium Asset Management
Massachusetts
$459K – – –
CIP
2572
Convergence Investment Partners
Florida
$459K -$8.59K -50 -2%
WFA
2573
Wellspring Financial Advisors
Ohio
$458K +$54.5K +317 +13%
ACA
2574
Ackerman Capital Advisors
Texas
$458K – – –
ECU
2575
Eisler Capital (US)
New York
$458K -$323K -1,880 -41%
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