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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
2651
Guardian Capital (Pennsylvania)
Pennsylvania
$379K +$388K +2,640 New
LK
2652
Lumbard & Kellner
New Hampshire
$379K – – –
EWS
2653
Eagle Wealth Strategies
New Jersey
$379K +$39.1K +266 +11%
MFP
2654
Meramec Financial Planners
Missouri
$377K +$325K +2,212 New
CCIA
2655
Campbell & Co Investment Adviser
Maryland
$377K +$386K +2,626 New
QPWM
2656
Quadrant Private Wealth Management
Pennsylvania
$377K +$3.38K +23 +0.9%
WFA
2657
Websterrogers Financial Advisors
South Carolina
$376K -$4.26K -29 -1%
SA
2658
Strategic Advisors
New York
$376K -$13.8K -94 -3%
CCMG
2659
Connecticut Capital Management Group
Connecticut
$376K +$385K +2,621 New
BDL
2660
Bey-Douglas LLC
Georgia
$376K +$23.2K +158 +6%
PGF
2661
Plan Group Financial
Oklahoma
$375K +$19.5K +133 +5%
MCM
2662
Monument Capital Management
Virginia
$375K -$237K -1,615 -38%
OBWG
2663
Onyx Bridge Wealth Group
New York
$374K -$66.1K -450 -15%
CFP
2664
Cypress Financial Planning
New Jersey
$373K +$382K +2,599 New
CM
2665
CastleKnight Management
New York
$373K – – –
PNAA
2666
Pictet North America Advisors
Switzerland
$373K – – –
GA
2667
Goldstein Advisors
Wisconsin
$373K +$1.91K +13 +0.5%
SAM
2668
Sompo Asset Management
Japan
$373K +$382K +2,600 New
PWM
2669
Paulson Wealth Management
Illinois
$372K -$28.1K -191 -7%
BDL
2670
Banque de Luxembourg
Luxembourg
$372K – – –
VFP
2671
Verus Financial Partners
Virginia
$372K +$124K +847 +50%
RWP
2672
Revolve Wealth Partners
New Jersey
$371K +$16.8K +114 +5%
1CP
2673
17 Capital Partners
Arizona
$371K +$8.23K +56 +2%
FMN
2674
Financial Management Network
California
$371K +$1.18K +8 +0.3%
GCM
2675
Generation Capital Management
New York
$370K – – –
105 106
107
108 109