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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
2701
Atlas Wealth Partners
Pennsylvania
$365K +$358K +1,921 New
HA
2702
HFG Advisors
Ohio
$364K – – –
TCWM
2703
Total Clarity Wealth Management
Illinois
$363K +$47.8K +256 +15%
SAM
2704
Sompo Asset Management
Japan
$363K -$5.6K -30 -2%
IAM
2705
Innovis Asset Management
Illinois
$362K -$746 -4 -0.2%
OBGC
2706
O'Brien Greene & Co
Pennsylvania
$362K -$21.1K -113 -5%
SMA
2707
Seven Mile Advisory
New Jersey
$361K +$363K +1,947 New
TCPWM
2708
Traverso Chambers Private Wealth Management
California
$360K -$20.2K -108 -5%
EAM
2709
Evanson Asset Management
California
$360K +$68.9K +369 +23%
WFA
2710
Wellspring Financial Advisors
Ohio
$360K – – –
CWM
2711
Campbell Wealth Management
Virginia
$359K +$62.9K +337 +21%
JPMIA
2712
J.P. Marvel Investment Advisors
Massachusetts
$359K -$5.6K -30 -2%
FI
2713
Financial Insights
Washington
$358K +$7.46K +40 +2%
NEWAS
2714
N.E.W. Advisory Services
Wisconsin
$358K +$187 +1 +0.1%
BWM
2715
Benchmark Wealth Management
Connecticut
$358K – – –
PCIG
2716
Partners Capital Investment Group
Massachusetts
$358K +$360K +1,930 New
WPA
2717
Winning Points Advisors
Florida
$355K – – –
GFWA
2718
Grey Fox Wealth Advisors
Delaware
$353K -$42.4K -227 -11%
KFS
2719
Kelly Financial Services
Massachusetts
$352K +$20.2K +108 +6%
KBG
2720
Kahn Brothers Group
New York
$352K – – –
WC
2721
Whitney & Co
New York
$352K -$18.7K -100 -5%
TFCP
2722
Twin Focus Capital Partners
Massachusetts
$351K +$31.5K +169 +10%
CA
2723
Claris Advisors
Missouri
$350K – – –
WG
2724
Winton Group
United Kingdom
$350K -$1.32M -7,083 -79%
TFM
2725
TFC Financial Management
Massachusetts
$349K -$87.7K -470 -20%
107 108
109
110 111