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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
2626
Kellett Wealth Advisors
Ohio
$424K +$35.4K +227 +9%
MIM
2627
Marco Investment Management
Georgia
$424K -$9.35K -60 -2%
CAM
2628
Covenant Asset Management
New Jersey
$423K -$44.3K -284 -9%
SLP
2629
Storen Legacy Partners
Indiana
$423K -$15.6K -100 -4%
GPW
2630
Genesis Private Wealth
Virginia
$423K +$107K +688 +34%
SWA
2631
SOA Wealth Advisors
New York
$422K -$10.8K -69 -2%
CCIA
2632
Cherry Creek Investment Advisors
Colorado
$422K -$9.51K -61 -2%
OWA
2633
Outlook Wealth Advisors
Texas
$422K +$423K +2,715 New
NC
2634
nVerses Capital
Florida
$421K +$423K +2,714 New
BDL
2635
Bey-Douglas LLC
Georgia
$421K +$14.2K +91 +3%
DMC
2636
Drexel Morgan & Co
Pennsylvania
$419K – – –
PAG
2637
Private Advisory Group
Washington
$419K +$122K +782 +41%
SDWMA
2638
Schneider Downs Wealth Management Advisors
Pennsylvania
$419K -$935 -6 -0.2%
PWA
2639
Pitcairn Wealth Advisors
Pennsylvania
$418K -$156 -1 -0%
SC
2640
Solstein Capital
California
$417K – – –
WIM
2641
Westside Investment Management
California
$417K -$156 -1 -0%
CFM
2642
Cornerstone Financial Management
Massachusetts
$417K +$299K +1,917 +250%
GSCM
2643
Greenfield Seitz Capital Management
Texas
$417K – – –
EWS
2644
Eagle Wealth Strategies
New Jersey
$417K +$6.86K +44 +2%
RWP
2645
Revolve Wealth Partners
New Jersey
$416K +$15.1K +97 +4%
LWM
2646
LongView Wealth Management
Georgia
$416K -$291K -1,866 -41%
SWA
2647
Strata Wealth Advisors
Texas
$416K +$29.3K +188 +8%
VDC
2648
Van Diest Capital
Iowa
$416K +$417K +2,678 New
GP
2649
Greenline Partners
New York
$415K +$122K +786 +42%
OBWG
2650
Onyx Bridge Wealth Group
New York
$415K +$10.3K +66 +3%
104 105
106
107 108