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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2601
Covenant Asset Management
New Jersey
$369K – – –
BFG
2602
Beto Financial Group
Idaho
$369K -$3.59K -24 -0.9%
ACA
2603
Ackerman Capital Advisors
Texas
$367K +$6.88K +46 +2%
EWP
2604
Evergreen Wealth Partners
Montana
$367K -$7.92K -53 -2%
BFG
2605
Birch Financial Group
New Hampshire
$367K +$7.48K +50 +2%
RWP
2606
Revolve Wealth Partners
New Jersey
$367K +$4.04K +27 +1%
GPW
2607
Genesis Private Wealth
Virginia
$367K -$2.24K -15 -0.6%
WRPWM
2608
Werba Rubin Papier Wealth Management
California
$366K +$29.5K +197 +8%
DMC
2609
Drexel Morgan & Co
Pennsylvania
$366K – – –
DWM
2610
Drive Wealth Management
Utah
$364K -$50.8K -340 -11%
SC
2611
Solstein Capital
California
$364K – – –
WIM
2612
Westside Investment Management
California
$363K +$150 +1 +0%
GSCM
2613
Greenfield Seitz Capital Management
Texas
$363K – – –
MWPCG
2614
Measured Wealth Private Client Group
New Hampshire
$363K +$25.6K +171 +7%
GP
2615
Greenline Partners
New York
$362K – – –
CWAF
2616
Core Wealth Advisors (Florida)
Florida
$361K +$49.6K +332 +14%
LIA
2617
LBMC Investment Advisors
Tennessee
$361K -$188K -1,259 -32%
SSCM
2618
Spectrum Strategic Capital Management
Oregon
$360K -$58.3K -390 -13%
CIA
2619
Compass Ion Advisors
Pennsylvania
$360K +$31.7K +212 +9%
EWS
2620
Eagle Wealth Strategies
New Jersey
$359K -$4.34K -29 -1%
HA
2621
Hofer & Associates
California
$359K +$103K +686 +35%
ACM
2622
Aurdan Capital Management
Pennsylvania
$358K +$21.2K +142 +6%
BWS
2623
Broadway Wealth Solutions
Texas
$358K +$19.9K +133 +5%
CFP
2624
Cypress Financial Planning
New Jersey
$358K +$32.4K +217 +9%
CPBTD
2625
Central Pacific Bank - Trust Division
Hawaii
$358K +$45.8K +306 +13%
103 104
105
106 107