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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2651
TAGStone Capital
North Carolina
$380K +$744 +5 +0.2%
AWS
2652
Arkfeld Wealth Strategies
Nebraska
$380K -$23.5K -158 -6%
TWA
2653
Trace Wealth Advisors
California
$379K +$11.9K +80 +3%
QPWM
2654
Quadrant Private Wealth Management
Pennsylvania
$377K -$99.9K -671 -21%
PBO
2655
Peoples Bank (Ohio)
Ohio
$376K -$53.4K -359 -13%
WCG
2656
Weaver Consulting Group
California
$376K -$42.1K -283 -10%
GA
2657
GSG Advisors
New Jersey
$376K +$18.8K +126 +5%
1CP
2658
17 Capital Partners
Arizona
$375K +$20.7K +139 +6%
BWP
2659
Barlow Wealth Partners
Kentucky
$375K +$49.6K +333 +13%
SG
2660
Stanich Group
New York
$374K – – –
CAM
2661
Congress Asset Management
Massachusetts
$373K +$16.1K +108 +5%
ACM
2662
Aurdan Capital Management
Pennsylvania
$373K -$74.7K -502 -17%
WMA
2663
West Michigan Advisors
Michigan
$373K -$320K -2,151 -46%
AFW
2664
Avantra Family Wealth
Pennsylvania
$372K +$298 +2 +0.1%
CTWM
2665
Cherry Tree Wealth Management
Minnesota
$372K – – –
PFA
2666
Petra Financial Advisors
Colorado
$372K -$8.48K -57 -2%
BAMG
2667
Brand Asset Management Group
Missouri
$371K -$9.08K -61 -2%
BOSSRA
2668
B.O.S.S. Retirement Advisors
Utah
$371K -$64.4K -433 -15%
RIM
2669
Reliant Investment Management
Tennessee
$370K -$1.42M -9,532 -79%
OBWG
2670
Onyx Bridge Wealth Group
New York
$368K +$24.6K +165 +7%
WIM
2671
Westside Investment Management
California
$368K -$7.44K -50 -2%
SIM
2672
SSI Investment Management
California
$368K -$149 -1 -0%
BWS
2673
Broadway Wealth Solutions
Texas
$366K -$5.21K -35 -1%
ATC
2674
Advantage Trust Company
Kansas
$366K -$2.23K -15 -0.6%
FIBT
2675
First International Bank & Trust
North Dakota
$366K – – –
105 106
107
108 109