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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2701
Elevation Wealth Partners
California
$417K -$17.3K -103 -4%
RIM
2702
RW Investment Management
Idaho
$416K +$54.7K +325 +16%
TC
2703
TAGStone Capital
North Carolina
$414K +$6.23K +37 +2%
RDFA
2704
Ritter Daniher Financial Advisory
Ohio
$413K – – –
BAMG
2705
Brand Asset Management Group
Missouri
$412K -$1.85K -11 -0.5%
SGC
2706
Slocum, Gordon & Co
Rhode Island
$411K -$4.21K -25 -1%
FWP
2707
Falcon Wealth Planning
California
$411K +$9.43K +56 +2%
GA
2708
Goldstein Advisors
Wisconsin
$411K +$23.6K +140 +6%
ETIA
2709
Epic Trust Investment Advisors
Washington
$410K +$22.6K +134 +6%
WLIM
2710
White Lighthouse Investment Management
Massachusetts
$409K – – –
CJL
2711
Cyrus J. Lawrence
New York
$408K +$393K +2,334 New
MWM
2712
Mosley Wealth Management
California
$408K -$5.22K -31 -1%
RHP
2713
Royal Harbor Partners
Texas
$408K -$44.1K -262 -10%
GKWIM
2714
Gerber Kawasaki Wealth & Investment Management
California
$407K +$40.7K +242 +12%
TLFA
2715
True Link Financial Advisors
California
$407K +$391K +2,323 New
DIA
2716
Davidson Investment Advisors
Montana
$405K – – –
MCM
2717
Monument Capital Management
Virginia
$402K -$100K -594 -21%
SSA
2718
Sierra Summit Advisors
Nevada
$402K +$8.42K +50 +2%
DCM
2719
DGS Capital Management
New Jersey
$401K -$10.1K -60 -3%
LA
2720
Lane & Associates
New Jersey
$401K -$23.2K -138 -6%
SFC
2721
SYM Financial Corp
Indiana
$401K -$168 -1 -0%
CCM
2722
Chiron Capital Management
Florida
$401K +$385K +2,289 New
TIA
2723
Tiemann Investment Advisors
California
$400K -$12.6K -75 -3%
BIA
2724
Barry Investment Advisors
Massachusetts
$400K +$842 +5 +0.2%
FOA
2725
Five Oceans Advisors
California
$399K -$31.1K -185 -8%
107 108
109
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