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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
2601
Measured Wealth Private Client Group
New Hampshire
$363K +$25.6K +171 +7%
GP
2602
Greenline Partners
New York
$362K – – –
CWAF
2603
Core Wealth Advisors (Florida)
Florida
$361K +$49.6K +332 +14%
LIA
2604
LBMC Investment Advisors
Tennessee
$361K -$188K -1,259 -32%
SSCM
2605
Spectrum Strategic Capital Management
Oregon
$360K -$58.3K -390 -13%
CIA
2606
Compass Ion Advisors
Pennsylvania
$360K +$31.7K +212 +9%
EWS
2607
Eagle Wealth Strategies
New Jersey
$359K -$4.34K -29 -1%
HA
2608
Hofer & Associates
California
$359K +$103K +686 +35%
ACM
2609
Aurdan Capital Management
Pennsylvania
$358K +$21.2K +142 +6%
BWS
2610
Broadway Wealth Solutions
Texas
$358K +$19.9K +133 +5%
CFP
2611
Cypress Financial Planning
New Jersey
$358K +$32.4K +217 +9%
CPBTD
2612
Central Pacific Bank - Trust Division
Hawaii
$358K +$45.8K +306 +13%
LK
2613
Lumbard & Kellner
New Hampshire
$357K – – –
WSCM
2614
Wellington Shields Capital Management
New York
$357K -$376K -2,513 -49%
NWAG
2615
Net Worth Advisory Group
Utah
$357K -$131K -879 -25%
BCM
2616
Bannerstone Capital Management
Minnesota
$357K -$21.1K -141 -5%
GA
2617
Greenspring Advisors
Maryland
$357K +$394K +2,635 New
CCT
2618
Capital City Trust
Florida
$357K -$1.5K -10 -0.4%
WAG
2619
Wallace Advisory Group
California
$356K +$136K +907 +53%
FFC
2620
First Financial Corp
Indiana
$356K -$29.9K -200 -7%
AGA
2621
Accuvest Global Advisors
Utah
$356K +$41.6K +278 +12%
SWP
2622
Strategic Wealth Partners
Ohio
$356K +$13.9K +93 +4%
APW
2623
Allied Private Wealth
Florida
$356K +$373K +2,496 New
TM
2624
TigerOak Management
New Mexico
$355K -$748 -5 -0.2%
AWC
2625
Abundance Wealth Counselors
Pennsylvania
$354K -$52.6K -352 -12%
103 104
105
106 107