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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
2651
Red Wave Investments
Pennsylvania
$295K +$67.3K +401 +29%
SC
2652
Sierra Capital
Florida
$294K -$9.91K -59 -3%
FCFC
2653
First Citizens Financial Corp
Iowa
$294K – – –
SWM
2654
Sugarloaf Wealth Management
Georgia
$294K +$504 +3 +0.2%
BCM
2655
Blume Capital Management
California
$293K -$20.1K -120 -6%
BWM
2656
BigSur Wealth Management
Florida
$293K – – –
ZIG
2657
Zuckerman Investment Group
Illinois
$293K +$26.4K +157 +10%
WMA
2658
Wealth Management Associates
New Jersey
$293K +$336 +2 +0.1%
JWM
2659
Janiczek Wealth Management
Colorado
$292K +$168 +1 +0.1%
PCMF
2660
Private Capital Management (Florida)
Florida
$292K +$293K +1,746 New
GAM
2661
Gemmer Asset Management
California
$290K – – –
FNC
2662
First National Corp
Massachusetts
$290K +$3.86K +23 +1%
EA
2663
Echo45 Advisors
California
$289K -$59.6K -355 -17%
IAG
2664
Investment Advisory Group
Massachusetts
$289K +$45.3K +270 +19%
CA
2665
Cortland Associates
Missouri
$288K -$5.88K -35 -2%
NWA
2666
Navis Wealth Advisors
New York
$287K – – –
KFSC
2667
Keystone Financial Services (Colorado)
Colorado
$287K +$336 +2 +0.1%
AA
2668
AlphaMark Advisors
Kentucky
$286K -$102K -607 -26%
UL
2669
Unionview LLC
Washington
$286K -$8.73K -52 -3%
RWP
2670
Revolve Wealth Partners
New Jersey
$286K +$27.9K +166 +11%
PWAG
2671
Polaris Wealth Advisory Group
California
$286K +$30.2K +180 +12%
PCMI
2672
Paradigm Capital Management Inc
New York
$285K – – –
KFS
2673
Kelly Financial Services
Massachusetts
$284K +$1.18K +7 +0.4%
CP
2674
Coho Partners
Pennsylvania
$284K – – –
KCFA
2675
Key Client Fiduciary Advisors
New Jersey
$283K -$6.55K -39 -2%
105 106
107
108 109