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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
2726
United Bank (Georgia)
Georgia
$349K -$6.16K -33 -2%
RCG
2727
Rock Creek Group
District of Columbia
$349K -$25.9K -139 -7%
NWA
2728
Navis Wealth Advisors
New York
$349K – – –
FW
2729
FirstPurpose Wealth
Utah
$347K +$12.5K +67 +4%
GCWM
2730
Graham Capital Wealth Management
District of Columbia
$347K +$5.41K +29 +2%
KFA
2731
Kapstone Financial Advisors
Ohio
$347K -$3.36K -18 -1%
IF
2732
Ironwood Financial
Arizona
$347K -$6.72K -36 -2%
CWA
2733
Centennial Wealth Advisory
Michigan
$345K +$17.7K +95 +5%
MWP
2734
Madison Wealth Partners
Wisconsin
$344K +$373 +2 +0.1%
HFG
2735
Heron Financial Group
New York
$344K – – –
MRWM
2736
ML&R Wealth Management
Texas
$343K – – –
GAM
2737
Gemmer Asset Management
California
$343K +$19.6K +105 +6%
HWM
2738
Horizon Wealth Management
Illinois
$342K – – –
CA
2739
Centerpoint Advisors
Massachusetts
$342K -$30.4K -163 -8%
SFC
2740
SYM Financial Corp
Indiana
$341K +$31.5K +169 +10%
HA
2741
Harfst & Associates
Wyoming
$341K -$28.6K -153 -8%
CGA
2742
Crescent Grove Advisors
Illinois
$340K -$140K -750 -29%
TCWA
2743
Ten Capital Wealth Advisors
Washington
$340K +$24.8K +133 +8%
AFG
2744
Atomi Financial Group
New York
$340K +$26.9K +144 +9%
LIG
2745
Lokken Investment Group
Delaware
$339K +$9.7K +52 +3%
BG
2746
Benedetti & Gucer
Georgia
$338K +$36.6K +196 +12%
FFS
2747
Founders Financial Securities
Maryland
$338K -$198K -1,060 -37%
WMA
2748
Wealth Management Associates
New Jersey
$338K +$8.21K +44 +2%
IAS
2749
IMA Advisory Services
Colorado
$335K +$81.9K +439 +32%
BAM
2750
Bosun Asset Management
Illinois
$335K -$546K -2,924 -62%
108 109
110
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