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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
2626
Lokken Investment Group
Delaware
$395K +$91.4K +503 +27%
IUHSA
2627
Itau Unibanco Holding S.A.
Brazil
$395K +$366K +2,017 +642%
EFG
2628
Ethos Financial Group
Pennsylvania
$393K +$192K +1,056 +83%
OBWG
2629
Onyx Bridge Wealth Group
New York
$392K +$51K +281 +14%
BCAM
2630
Boston Common Asset Management
Massachusetts
$392K -$14.5K -80 -3%
AWM
2631
Aprio Wealth Management
Georgia
$391K -$7.08K -39 -2%
KWA
2632
Kellett Wealth Advisors
Ohio
$391K +$122K +671 +41%
NED
2633
Nancy E. Dempze
$390K – – –
RP
2634
Rowlandmiller & Partners
Georgia
$390K -$235K -1,294 -36%
TC
2635
TAGStone Capital
North Carolina
$389K +$2.72K +15 +0.7%
RFG
2636
Range Financial Group
Oregon
$388K +$33.8K +186 +9%
GA
2637
Goldstein Advisors
Wisconsin
$388K +$19.4K +107 +5%
WIM
2638
Westside Investment Management
California
$386K -$7.26K -40 -2%
ETIA
2639
Epic Trust Investment Advisors
Washington
$385K -$36K -198 -8%
SAA
2640
Southeast Asset Advisors
Georgia
$384K – – –
EWA
2641
Encompass Wealth Advisors
Oregon
$382K -$21.8K -120 -5%
AWP
2642
Accretive Wealth Partners
New Jersey
$382K – – –
FA
2643
Financial Advisors
Massachusetts
$382K -$77.2K -425 -16%
PO
2644
Private Ocean
California
$381K – – –
GSIS
2645
Global Strategic Investment Solutions
Arizona
$381K +$13.1K +72 +3%
TCM
2646
Towercrest Capital Management
Pennsylvania
$380K +$4.36K +24 +1%
TLFA
2647
True Link Financial Advisors
California
$380K +$31.4K +173 +8%
MWP
2648
Meridian Wealth Partners
Pennsylvania
$380K -$47K -259 -10%
AG
2649
Algert Global
California
$380K -$1.57M -8,649 -79%
GF
2650
Gries Financial
Ohio
$380K -$15.3K -84 -4%
104 105
106
107 108