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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2601
Darwin Wealth Management
Florida
$420K +$70K +375 +20%
FWM
2602
Focused Wealth Management
New York
$420K +$102K +547 +32%
SFG
2603
Sterling Financial Group
California
$419K -$560 -3 -0.1%
AWP
2604
Accretive Wealth Partners
New Jersey
$417K – – –
PO
2605
Private Ocean
California
$417K +$60.8K +326 +17%
PAG
2606
Private Advisory Group
Washington
$417K +$31.9K +171 +8%
CFS
2607
CGC Financial Services
Oregon
$416K +$420K +2,249 New
PCH
2608
PGIM Custom Harvest
New Jersey
$415K +$32.3K +173 +8%
HWM
2609
Hohimer Wealth Management
Washington
$415K – – –
HP
2610
HT Partners
Connecticut
$415K -$80.8K -433 -16%
MFA
2611
McClarren Financial Advisors
Pennsylvania
$414K +$2.99K +16 +0.7%
AWA
2612
Amplius Wealth Advisors
Pennsylvania
$413K -$12.3K -66 -3%
AIP
2613
Almanack Investment Partners
Pennsylvania
$413K -$19.2K -103 -4%
RWM
2614
Revisor Wealth Management
Ohio
$413K +$15.1K +81 +4%
CF
2615
Corrigan Financial
Rhode Island
$413K +$32.7K +175 +9%
CCM
2616
Cox Capital Management
Massachusetts
$412K – – –
GWM
2617
Gray Wealth Management
Maine
$412K +$52.1K +279 +14%
BDFN
2618
Bond & Devick Financial Network
Minnesota
$411K – – –
TCM
2619
Towercrest Capital Management
Pennsylvania
$411K +$182K +977 +79%
MAG
2620
MRA Advisory Group
New Jersey
$410K -$28.4K -152 -6%
SN
2621
Sittner & Nelson
Oregon
$409K – – –
CCT
2622
Capital City Trust
Florida
$408K -$5.79K -31 -1%
UC
2623
Unio Capital
New Jersey
$407K – – –
SWM
2624
Sugarloaf Wealth Management
Georgia
$407K +$12.7K +68 +3%
BFA
2625
BMS Financial Advisors
South Dakota
$406K -$178K -954 -30%
103 104
105
106 107