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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2726
Aster Capital Management
United Arab Emirates
$373K -$321K -2,060 -45%
BTD
2727
BankPlus Trust Department
Mississippi
$373K -$50.2K -322 -12%
PFG
2728
Putney Financial Group
California
$373K -$21K -135 -5%
PWP
2729
Ponta Wealth Partners
Florida
$373K +$22.9K +147 +7%
EDRH
2730
Edmond de Rothschild Holding
Switzerland
$372K +$208K +1,333 +125%
HHCP
2731
Hilton Head Capital Partners
South Carolina
$372K -$125K -800 -25%
SWIM
2732
Smallwood Wealth Investment Management
New Jersey
$372K – – –
BBA
2733
Braun-Bostich & Associates
Pennsylvania
$371K -$9.35K -60 -2%
SF
2734
Sun Financial
Utah
$370K -$34.7K -223 -8%
MSA
2735
Marathon Strategic Advisors
Pennsylvania
$370K – – –
PP
2736
Pingora Partners
Wyoming
$370K -$7.79K -50 -2%
CCA
2737
Clearwater Capital Advisors
Illinois
$370K +$25.4K +163 +7%
ACP
2738
Argyle Capital Partners
California
$369K -$60.8K -390 -14%
FCFC
2739
First Commonwealth Financial Corp
Pennsylvania
$368K +$2.18K +14 +0.6%
AOWM
2740
Asset One Wealth Management
Washington
$368K +$136K +870 +58%
AT
2741
Avalon Trust
New Mexico
$368K -$2.96K -19 -0.8%
FWM
2742
Focused Wealth Management
New York
$367K +$57K +366 +18%
SWG
2743
Summit Wealth Group
Vermont
$367K -$18.9K -121 -5%
LA
2744
Latitude Advisors
Florida
$367K +$14.2K +91 +4%
WBC
2745
West Branch Capital
Massachusetts
$366K -$68.9K -442 -16%
MAFA
2746
MJT & Associates Financial Advisory
Minnesota
$366K – – –
SIA
2747
SGL Investment Advisors
Montana
$366K +$72.6K +466 +24%
AGA
2748
Accuvest Global Advisors
Utah
$365K +$18.1K +116 +5%
PBF
2749
Petix & Botte Financial
California
$364K +$183K +1,173 New
TP
2750
Thayer Partners
Pennsylvania
$364K +$22K +141 +6%
108 109
110
111 112