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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HSWM
2751
Hubbell Strickland Wealth Management
Louisiana
$309K -$1.35K -9 -0.4%
IFPG
2752
Intrepid Financial Planning Group
Indiana
$309K -$8.52K -57 -2%
CH
2753
Cromwell Holdings
Wyoming
$309K +$65.5K +438 +24%
IWP
2754
Insight Wealth Partners
Texas
$309K +$2.84K +19 +0.8%
SWM
2755
Stronghold Wealth Management
Florida
$308K +$598 +4 +0.2%
AFW
2756
Atlantic Family Wealth
Florida
$308K – – –
PAS
2757
PKS Advisory Services
New York
$307K +$79.7K +533 +31%
BDL
2758
Banque de Luxembourg
Luxembourg
$306K -$47.8K -320 -12%
RF
2759
Rossby Financial
Florida
$306K -$52.5K -351 -13%
ALAM
2760
Asahi Life Asset Management
Japan
$306K – – –
DCBT
2761
Dakota Community Bank & Trust
North Dakota
$306K +$3.29K +22 +1%
ISWM
2762
Independent Solutions Wealth Management
New York
$305K -$169K -1,132 -33%
GCM
2763
Gibraltar Capital Management
Oklahoma
$305K +$15.6K +104 +5%
GC
2764
Garde Capital
Washington
$305K – – –
WLPWM
2765
Walled Lake Planning & Wealth Management
Illinois
$305K -$335K -2,240 -50%
LD
2766
Lipe & Dalton
New York
$304K – – –
TCPW
2767
Twin City Private Wealth
North Carolina
$304K +$6.28K +42 +2%
CTWM
2768
Cherry Tree Wealth Management
Minnesota
$304K -$13.5K -90 -4%
HNWA
2769
Henrickson Nauta Wealth Advisors
Michigan
$304K +$15.3K +102 +5%
TCOTS
2770
Trust Company of the South
North Carolina
$304K -$254K -1,697 -43%
FF
2771
Francis Financial
$304K +$133K +892 +66%
BP
2772
BBR Partners
New York
$303K -$175K -1,171 -34%
LRIA
2773
Leonard Rickey Investment Advisors
Washington
$303K +$40.5K +271 +14%
AIM
2774
Allen Investment Management
New York
$303K – – –
IRP
2775
Investment Research Partners
Pennsylvania
$302K +$126K +841 +60%
109 110
111
112 113