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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2576
Sunbeam Capital Management
Georgia
$376K +$121K +807 +41%
CP
2577
Creekside Partners
California
$373K +$748 +5 +0.2%
OBWG
2578
Onyx Bridge Wealth Group
New York
$373K +$12.6K +84 +3%
RCYC
2579
Richard C. Young & Co
Rhode Island
$373K -$7.18K -48 -2%
DCA
2580
DSG Capital Advisors
Minnesota
$372K -$37.4K -250 -8%
LOWM
2581
Laurel Oak Wealth Management
New Jersey
$371K -$18.7K -125 -4%
BCA
2582
Bay Capital Advisors
Virginia
$371K -$1.65K -11 -0.4%
DC
2583
DeDora Capital
California
$371K -$21.2K -142 -5%
FFG
2584
Frisch Financial Group
New York
$370K -$39.2K -262 -9%
SLP
2585
Storen Legacy Partners
Indiana
$370K +$1.79K +12 +0.4%
CFM
2586
Cornerstone Financial Management
Massachusetts
$370K +$7.18K +48 +2%
CCIA
2587
Cherry Creek Investment Advisors
Colorado
$370K +$2.24K +15 +0.6%
CAM
2588
Covenant Asset Management
New Jersey
$369K – – –
BFG
2589
Beto Financial Group
Idaho
$369K -$3.59K -24 -0.9%
ACA
2590
Ackerman Capital Advisors
Texas
$367K +$6.88K +46 +2%
EWP
2591
Evergreen Wealth Partners
Montana
$367K -$7.92K -53 -2%
BFG
2592
Birch Financial Group
New Hampshire
$367K +$7.48K +50 +2%
RWP
2593
Revolve Wealth Partners
New Jersey
$367K +$4.04K +27 +1%
GPW
2594
Genesis Private Wealth
Virginia
$367K -$2.24K -15 -0.6%
WRPWM
2595
Werba Rubin Papier Wealth Management
California
$366K +$29.5K +197 +8%
DMC
2596
Drexel Morgan & Co
Pennsylvania
$366K – – –
DWM
2597
Drive Wealth Management
Utah
$364K -$50.8K -340 -11%
SC
2598
Solstein Capital
California
$364K – – –
WIM
2599
Westside Investment Management
California
$363K +$150 +1 +0%
GSCM
2600
Greenfield Seitz Capital Management
Texas
$363K – – –
102 103
104
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