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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBSF
2601
First National Bank Sioux Falls
South Dakota
$430K – – –
OWM
2602
Opes Wealth Management
California
$430K +$15.7K +96 +4%
SA
2603
Sovran Advisors
California
$429K +$485K +2,962 New
AWA
2604
Alaska Wealth Advisors
Alaska
$429K -$25.7K -157 -5%
WEG
2605
World Equity Group
Illinois
$429K +$210K +1,279 +83%
AGC
2606
Aspen Grove Capital
Colorado
$429K +$7.37K +45 +2%
AP
2607
Advisors Preferred
Maryland
$429K -$63.2K -386 -12%
AFIA
2608
America First Investment Advisors
Nebraska
$429K – – –
JF
2609
Joule Financial
Kentucky
$429K +$3.44K +21 +0.8%
CWP
2610
Capital Wealth Planning
Florida
$429K -$2.09M -12,753 -82%
RTC
2611
Riverview Trust Company
Washington
$428K -$61.3K -374 -12%
KIM
2612
Kestra Investment Management
Texas
$428K -$47.5K -290 -9%
SC
2613
Solstein Capital
California
$427K -$262K -1,600 -36%
ST
2614
Sageworth Trust
Pennsylvania
$427K -$197K -1,202 -30%
EWS
2615
Eagle Wealth Strategies
New Jersey
$426K +$23.3K +142 +5%
DWA
2616
Delos Wealth Advisors
Texas
$426K – – –
DMC
2617
Drexel Morgan & Co
Pennsylvania
$426K – – –
CDWM
2618
Campbell Deegan Wealth Management
Virginia
$425K +$458K +2,795 New
WCG
2619
Weaver Consulting Group
California
$425K -$22.3K -136 -5%
TCM
2620
Traynor Capital Management
Pennsylvania
$424K -$4.26K -26 -0.9%
GA
2621
Goldstein Advisors
Wisconsin
$424K -$12.5K -76 -3%
RWM
2622
Rialto Wealth Management
New York
$423K +$456K +2,785 New
BOM
2623
Bank of Marin
California
$423K – – –
OFO
2624
OneAscent Family Office
Alabama
$422K +$454K +2,773 New
FFS
2625
Founders Financial Securities
Maryland
$422K +$55.7K +340 +14%
103 104
105
106 107