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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2726
SSI Investment Management
California
$373K -$164 -1 -0%
GA
2727
GSG Advisors
New Jersey
$373K -$51.3K -313 -11%
TWA
2728
Trace Wealth Advisors
California
$373K +$402K +2,451 New
SLG
2729
Stanley-Laman Group
Pennsylvania
$372K -$655 -4 -0.2%
SCP
2730
Sivia Capital Partners
California
$371K -$196K -1,197 -33%
FIBT
2731
First International Bank & Trust
North Dakota
$371K -$7.86K -48 -2%
GCM
2732
Generation Capital Management
New York
$371K +$400K +2,440 New
WF
2733
Wayfinding Financial
Washington
$371K +$397K +2,424 New
LWA
2734
Ledgewood Wealth Advisors
New Hampshire
$370K – – –
BOS
2735
Bank of Stockton
California
$370K -$12.6K -77 -3%
PP
2736
Pingora Partners
Wyoming
$370K – – –
VCM
2737
Vision Capital Management
Oregon
$370K +$23.1K +141 +6%
OAS
2738
Optivise Advisory Services
Tennessee
$368K +$52.9K +323 +15%
OP
2739
ORG Partners
Indiana
$367K -$13.4K -82 -3%
WTG
2740
West Tower Group
Virginia
$365K +$131K +800 +50%
ACM
2741
Argyle Capital Management
Pennsylvania
$365K – – –
WFAG
2742
Wescott Financial Advisory Group
Pennsylvania
$364K -$14.7K -90 -4%
SWIM
2743
Smallwood Wealth Investment Management
New Jersey
$364K -$11.5K -70 -3%
DFCM
2744
Dark Forest Capital Management
Puerto Rico
$364K -$405K -2,474 -51%
SBF
2745
Sara-Bay Financial
Florida
$363K +$392K +2,395 New
CGH
2746
CMG Global Holdings
Texas
$363K -$30.1K -184 -7%
CAM
2747
Congress Asset Management
Massachusetts
$362K -$129K -789 -25%
ECAM
2748
East Coast Asset Management
Massachusetts
$362K – – –
AIFAIM
2749
American Institute for Advanced Investment Management
Arizona
$362K -$18.8K -115 -5%
WLPWM
2750
Walled Lake Planning & Wealth Management
Illinois
$362K -$12.8K -78 -3%
108 109
110
111 112