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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
2626
Sittner & Nelson
Oregon
$186K – – –
JEST
2627
JTC Employer Solutions Trustee
Jersey
$186K +$183K +1,255 New
HFM
2628
Harvest Fund Management
China
$178K -$114K -783 -39%
TI
2629
tru Independence
Oregon
$178K -$74.2K -509 -30%
SSC
2630
Syverson Strege & Co
Iowa
$169K -$139K -956 -46%
CWAF
2631
Core Wealth Advisors (Florida)
Florida
$161K -$28.1K -193 -15%
LWP
2632
Lumature Wealth Partners
Georgia
$160K -$21.9K -150 -12%
MHR
2633
Matthew Hamilton Rosenberg
$158K -$1.46K -10 -0.9%
CDIA
2634
Capital Directions Investment Advisors
Georgia
$148K +$145K +997 New
SCM
2635
Silvant Capital Management
Georgia
$144K – – –
SL
2636
Savior LLC
Massachusetts
$143K -$3.93K -27 -3%
PGWM
2637
Parisi Gray Wealth Management
New Jersey
$139K +$137K +940 New
HRC
2638
Hoertkorn Richard Charles
$138K – – –
RBC
2639
Roble Belko & Company
Pennsylvania
$133K – – –
EL
2640
EMFO LLC
Florida
$129K +$127K +870 New
IRC
2641
Investors Research Corp
Georgia
$128K – – –
EI
2642
Ellevest Inc
New York
$128K +$35.1K +241 +39%
PSIWM
2643
Paradigm Strategies in Wealth Management
Minnesota
$126K – – –
SAS
2644
Stelac Advisory Services
New York
$125K -$2.33K -16 -2%
CCA
2645
Catalyst Capital Advisors
New York
$125K +$4.22K +29 +4%
HH
2646
HWG Holdings
Texas
$125K +$50.6K +347 +69%
NOI
2647
Newton One Investments
Delaware
$125K +$102K +701 +483%
CCMW
2648
Cypress Capital Management (Wyoming)
Wyoming
$124K – – –
TFO
2649
Tarbox Family Office
California
$122K – – –
AFS
2650
Annapolis Financial Services
Maryland
$119K +$29.4K +202 +34%
104 105
106
107 108