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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
2601
Urban Wealth Management
California
$400K +$410K +2,790 New
MIM
2602
Marco Investment Management
Georgia
$400K -$6.32K -43 -2%
SWA
2603
SOA Wealth Advisors
New York
$400K – – –
AM
2604
Atwater Malick
Pennsylvania
$400K +$17.2K +117 +4%
DFG
2605
Dupree Financial Group
Kentucky
$399K – – –
MAM
2606
McLaughlin Asset Management
Illinois
$399K +$408K +2,778 New
AFW
2607
Avantra Family Wealth
Pennsylvania
$399K +$42.8K +291 +12%
CCIA
2608
Cherry Creek Investment Advisors
Colorado
$399K -$83.6K -569 -17%
RCYC
2609
Richard C. Young & Co
Rhode Island
$398K – – –
PIP
2610
Peachtree Investment Partners
Florida
$398K -$40.6K -276 -9%
QFW
2611
QTR Family Wealth
Florida
$398K -$221K -1,506 -39%
ACP
2612
Argyle Capital Partners
California
$397K +$38.9K +265 +11%
6F
2613
626 Financial
Michigan
$397K -$16.9K -115 -4%
GRR
2614
Golden Reserve Retirement
Ohio
$396K +$406K +2,762 New
CWA
2615
Canvas Wealth Advisors
Kansas
$396K +$5.44K +37 +1%
I2I
2616
Insight 2811 Inc
Illinois
$396K +$19.1K +130 +5%
SAM
2617
Secure Asset Management
Michigan
$396K -$29.8K -203 -7%
SWM
2618
SHP Wealth Management
Massachusetts
$395K +$405K +2,754 New
EL
2619
Essex LLC
Illinois
$394K -$14K -95 -3%
EV
2620
EJMK Ventures
Illinois
$394K +$404K +2,747 New
SC
2621
Stephens Consulting
Michigan
$393K -$41.3K -281 -9%
DC
2622
DeDora Capital
California
$393K – – –
MWA
2623
Medallion Wealth Advisors
Connecticut
$391K +$58.8K +400 +17%
M1FG
2624
Mach-1 Financial Group
Arkansas
$391K +$183K +1,243 +84%
CA
2625
CoreCap Advisors
Michigan
$391K -$103K -699 -20%
103 104
105
106 107