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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2576
Rooted Wealth Advisors
Illinois
$493K -$74.1K -440 -13%
BAWM
2577
Bennett Associates Wealth Management
Pennsylvania
$492K +$473K +2,812 New
BWM
2578
Bullock Wealth Management
Indiana
$491K +$478K +2,838 New
AIFAIM
2579
American Institute for Advanced Investment Management
Arizona
$491K – – –
FPWM
2580
FSB Premier Wealth Management
Iowa
$491K – – –
NWM
2581
Northwest Wealth Management
Iowa
$491K -$29.8K -177 -6%
FNBSF
2582
First National Bank Sioux Falls
South Dakota
$491K -$1.51K -9 -0.3%
DMC
2583
Drexel Morgan & Co
Pennsylvania
$490K +$33.7K +200 +8%
WGC
2584
Watts Gwilliam & Co
Arizona
$490K +$458K +2,722 New
SAA
2585
Southeast Asset Advisors
Georgia
$490K – – –
LAS
2586
LWM Advisory Services
Florida
$489K +$4.71K +28 +1%
ZAM
2587
Zevin Asset Management
Massachusetts
$489K -$59.8K -355 -11%
KIA
2588
KLR Investment Advisors
Rhode Island
$488K -$66.7K -396 -13%
LBWM
2589
Left Brain Wealth Management
Illinois
$488K +$6.73K +40 +1%
EBA
2590
Eagle Bay Advisors
New York
$488K +$84.2K +500 +22%
TCM
2591
Traynor Capital Management
Pennsylvania
$488K -$18.4K -109 -4%
LEA
2592
Legacy Edge Advisors
New York
$485K -$301K -1,789 -39%
BOM
2593
Bank of Marin
California
$483K – – –
FFA
2594
Fi3 Financial Advisors
Indiana
$482K +$36.2K +215 +9%
SC
2595
Steph & Co
Wisconsin
$482K – – –
SL
2596
SFM LLC
New Hampshire
$482K -$279K -1,658 -38%
AP
2597
Adero Partners
California
$481K -$28.8K -171 -6%
HP
2598
Hyperion Partners
Pennsylvania
$481K -$6.4K -38 -1%
MAM
2599
MMA Asset Management
Pennsylvania
$479K – – –
WCG
2600
Weaver Consulting Group
California
$478K +$22.1K +131 +5%
102 103
104
105 106