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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2576
Insight Wealth Partners
Texas
$457K +$66K +384 +17%
MW
2577
Maia Wealth
Colorado
$457K +$112K +654 +33%
SFP
2578
Sterling Financial Planning
New Jersey
$457K -$24.2K -141 -5%
ARC
2579
Advisor Resource Council
Texas
$455K +$460K +2,675 New
SAA
2580
Southeast Asset Advisors
Georgia
$455K -$17.5K -102 -4%
LCM
2581
Laurion Capital Management
New York
$455K +$459K +2,673 New
TWM
2582
Tradition Wealth Management
Minnesota
$454K -$33K -192 -7%
PA
2583
Probity Advisors
Texas
$454K -$11.5K -67 -2%
BAWM
2584
Bennett Associates Wealth Management
Pennsylvania
$454K +$459K +2,671 New
AM
2585
Atwater Malick
Pennsylvania
$454K -$2.06K -12 -0.4%
RWM
2586
Revisor Wealth Management
Ohio
$453K -$16K -93 -3%
EWS
2587
Eagle Wealth Strategies
New Jersey
$452K -$17.4K -101 -4%
BWP
2588
Barlow Wealth Partners
Kentucky
$452K -$24.1K -140 -5%
BFA
2589
Brendel Financial Advisors
New Hampshire
$451K -$7.22K -42 -2%
LK
2590
Lumbard & Kellner
New Hampshire
$449K – – –
GKWIM
2591
Gerber Kawasaki Wealth & Investment Management
California
$449K +$27.1K +158 +6%
CHP
2592
Cable Hill Partners
Oregon
$448K -$88.1K -513 -16%
CGH
2593
CMG Global Holdings
Texas
$448K – – –
CW
2594
Code Waechter
Florida
$448K +$453K +2,635 New
RIA
2595
Realta Investment Advisors
Delaware
$448K -$914K -5,318 -68%
CSPAM
2596
Cary Street Partners Asset Management
Virginia
$447K -$687 -4 -0.2%
MAP
2597
Moody Aldrich Partners
Massachusetts
$447K -$50K -291 -10%
UAG
2598
United Advisor Group
Ohio
$446K +$91.7K +534 +26%
SFC
2599
SYM Financial Corp
Indiana
$446K -$86.6K -504 -16%
HWA
2600
HCR Wealth Advisors
California
$445K +$65.3K +380 +17%
102 103
104
105 106