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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2676
McLaughlin Asset Management
Illinois
$337K -$21.7K -145 -6%
JWM
2677
Johnson Wealth Management
North Dakota
$337K -$5.83K -39 -2%
KFSC
2678
Keystone Financial Services (Colorado)
Colorado
$336K +$7.48K +50 +2%
FWP
2679
Fiduciary Wealth Partners
Massachusetts
$336K +$2.54K +17 +0.7%
FA
2680
Fermata Advisors
California
$335K +$57.1K +382 +18%
AW
2681
Alchemi Wealth
Connecticut
$334K +$50.1K +335 +16%
BP
2682
Broadleaf Partners
Ohio
$333K -$748 -5 -0.2%
OFO
2683
OneAscent Family Office
Alabama
$333K +$143K +958 +64%
SB
2684
Sunflower Bank
Texas
$332K +$45.3K +303 +14%
WFAG
2685
Wescott Financial Advisory Group
Pennsylvania
$332K -$12.7K -85 -3%
BBA
2686
Braun-Bostich & Associates
Pennsylvania
$332K +$8.82K +59 +2%
MFA
2687
McClarren Financial Advisors
Pennsylvania
$330K +$299 +2 +0.1%
TC
2688
TFR Capital
Texas
$330K +$2.54K +17 +0.7%
PWM
2689
Paulson Wealth Management
Illinois
$330K +$897 +6 +0.2%
SGK
2690
Steigerwald Gordon & Koch
Virginia
$329K -$23.9K -160 -6%
DAM
2691
Doheny Asset Management
California
$329K -$591K -3,950 -62%
ACP
2692
Argyle Capital Partners
California
$328K +$7.48K +50 +2%
OFG
2693
Oxford Financial Group
Indiana
$328K +$23.2K +155 +7%
BWA
2694
BlueChip Wealth Advisors
Georgia
$328K +$12.7K +85 +4%
TC
2695
Tacita Capital
Ontario, Canada
$328K – – –
RTC
2696
Riverview Trust Company
Washington
$327K – – –
EL
2697
Essex LLC
Illinois
$327K -$48.6K -325 -12%
WCG
2698
Weaver Consulting Group
California
$327K -$9.42K -63 -3%
EWP
2699
Elevation Wealth Partners
California
$326K +$142K +949 +65%
MC
2700
Miramontes Capital
California
$326K +$80K +535 +29%
106 107
108
109 110