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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2676
Paulson Wealth Management
Illinois
$330K +$897 +6 +0.2%
SGK
2677
Steigerwald Gordon & Koch
Virginia
$329K -$23.9K -160 -6%
DAM
2678
Doheny Asset Management
California
$329K -$591K -3,950 -62%
ACP
2679
Argyle Capital Partners
California
$328K +$7.48K +50 +2%
OFG
2680
Oxford Financial Group
Indiana
$328K +$23.2K +155 +7%
BWA
2681
BlueChip Wealth Advisors
Georgia
$328K +$12.7K +85 +4%
TC
2682
Tacita Capital
Ontario, Canada
$328K – – –
RTC
2683
Riverview Trust Company
Washington
$327K – – –
EL
2684
Essex LLC
Illinois
$327K -$48.6K -325 -12%
WCG
2685
Weaver Consulting Group
California
$327K -$9.42K -63 -3%
EWP
2686
Elevation Wealth Partners
California
$326K +$142K +949 +65%
SIP
2687
Snowwater Investment Partners
Connecticut
$325K -$54.4K -364 -13%
RWM
2688
Rialto Wealth Management
New York
$325K -$2.54K -17 -0.7%
CFM
2689
Compass Financial Management
Florida
$325K +$351K +2,350 New
SWIM
2690
Smallwood Wealth Investment Management
New Jersey
$324K – – –
APFP
2691
Action Point Financial Planning
Michigan
$324K +$359K +2,399 New
RS
2692
Rakuten Securities
Japan
$324K +$39.2K +262 +12%
PWP
2693
Ponta Wealth Partners
Florida
$324K -$1.2K -8 -0.3%
TP
2694
Thayer Partners
Pennsylvania
$324K +$7.03K +47 +2%
DWM
2695
Dogwood Wealth Management
Kansas
$323K -$79.7K -533 -18%
SFS
2696
Sharp Financial Services
Pennsylvania
$323K -$108K -725 -23%
SGWM
2697
Sterling Group Wealth Management
California
$323K +$59.8K +400 +20%
PP
2698
Pingora Partners
Wyoming
$323K – – –
HIG
2699
Heritage Investment Group
Florida
$322K -$13.8K -92 -4%
PR
2700
Payden & Rygel
California
$322K -$10.6M -71,020 -97%
106 107
108
109 110