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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2626
Winning Points Advisors
Florida
$381K – – –
OMC
2627
Overbrook Management Corp
New York
$379K – – –
PAG
2628
Private Advisory Group
Washington
$379K -$11.2K -64 -3%
RWP
2629
Revolve Wealth Partners
New Jersey
$379K -$18.7K -107 -5%
SC
2630
SRB Corp
Massachusetts
$378K -$74.6K -427 -17%
NC
2631
NBW Capital
Massachusetts
$378K +$19.1K +109 +6%
HWA
2632
HHM Wealth Advisors
Tennessee
$377K +$33.7K +193 +10%
PCH
2633
PGIM Custom Harvest
New Jersey
$377K +$34.8K +199 +11%
ESCM
2634
Echo Street Capital Management
New York
$377K -$418K -2,393 -54%
OBGC
2635
O'Brien Greene & Co
Pennsylvania
$377K – – –
CF
2636
Corrigan Financial
Rhode Island
$374K -$1.75K -10 -0.5%
TCPWM
2637
Traverso Chambers Private Wealth Management
California
$374K +$15.9K +91 +5%
SAM
2638
Shikiar Asset Management
New York
$374K +$358K +2,050 New
JAFL
2639
Jay A. Fishman Ltd
Michigan
$374K – – –
KLI
2640
Kelman-Lazarov Inc
Tennessee
$374K -$524 -3 -0.1%
WIM
2641
Warwick Investment Management
Texas
$373K +$524 +3 +0.1%
MWM
2642
MBE Wealth Management
Wisconsin
$372K +$699 +4 +0.2%
CBB
2643
Citizens Business Bank
California
$372K +$874 +5 +0.2%
RC
2644
Rovin Capital
Arizona
$371K -$13.1K -75 -4%
CSWG
2645
Cardinal Strategic Wealth Guidance
Kentucky
$370K -$31.3K -179 -8%
CWS
2646
Cypress Wealth Services
California
$370K -$45.1K -258 -11%
TC
2647
Tacita Capital
Ontario, Canada
$369K – – –
KWM
2648
KFG Wealth Management
Indiana
$369K +$350K +2,001 New
RCG
2649
Rock Creek Group
District of Columbia
$369K -$24.1K -138 -6%
VFP
2650
Verus Financial Partners
Virginia
$368K -$26.4K -151 -7%
104 105
106
107 108