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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
2676
Sunflower Bank
Texas
$367K +$11.8K +65 +3%
CWM
2677
Chemistry Wealth Management
New York
$367K +$70.7K +389 +22%
JWM
2678
Janiczek Wealth Management
Colorado
$366K +$21.1K +116 +6%
OW
2679
Olistico Wealth
Oklahoma
$366K +$33.1K +182 +9%
GAMC
2680
Garner Asset Management Corp
Texas
$366K – – –
TCM
2681
Tradewinds Capital Management
Washington
$366K +$2.72K +15 +0.7%
MRWM
2682
ML&R Wealth Management
Texas
$365K +$55K +303 +16%
CSWG
2683
Cardinal Strategic Wealth Guidance
Kentucky
$365K +$16.7K +92 +4%
SMA
2684
Seven Mile Advisory
New Jersey
$364K +$36.1K +199 +10%
HWA
2685
HHM Wealth Advisors
Tennessee
$363K +$15.1K +83 +4%
TVAMP
2686
Tennessee Valley Asset Management Partners
Tennessee
$362K +$1.09K +6 +0.3%
GSC
2687
Grey Street Capital
Illinois
$362K – – –
FWM
2688
Focused Wealth Management
New York
$362K -$23.4K -129 -6%
MAP
2689
Moody Aldrich Partners
Massachusetts
$362K +$398K +2,191 New
CCC
2690
Chelsea Counsel Company
California
$362K -$6.36K -35 -2%
BFA
2691
Beacon Financial Advisory
Ohio
$362K +$11.8K +65 +3%
WAC
2692
William Allan Corp
Colorado
$361K – – –
ACA
2693
Affinity Capital Advisors
California
$361K -$363 -2 -0.1%
PCH
2694
PGIM Custom Harvest
New Jersey
$360K -$21.6K -119 -5%
TIA
2695
Tiemann Investment Advisors
California
$360K +$1.82K +10 +0.5%
ICP
2696
Interchange Capital Partners
Pennsylvania
$358K +$9.44K +52 +3%
HCM
2697
Howard Capital Management
Georgia
$358K -$6.36K -35 -2%
WSWA
2698
Warren Street Wealth Advisors
California
$358K +$123K +675 +47%
MIG
2699
McGuire Investment Group
Rhode Island
$357K – – –
OWM
2700
Orgel Wealth Management
Wisconsin
$357K +$55.6K +306 +17%
106 107
108
109 110