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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
2751
Twin Focus Capital Partners
Massachusetts
$315K +$29.7K +170 +11%
WPWM
2752
Western Pacific Wealth Management
Illinois
$314K +$126K +721 +72%
RAM
2753
Riggs Asset Management
Pennsylvania
$313K -$2.1K -12 -0.7%
FWM
2754
Focused Wealth Management
New York
$313K +$22.2K +127 +8%
CA
2755
Cortland Associates
Missouri
$312K -$14.9K -85 -5%
TCWA
2756
Ten Capital Wealth Advisors
Washington
$311K +$10.7K +61 +4%
TCWM
2757
Total Clarity Wealth Management
Illinois
$311K -$22.5K -129 -7%
LIM
2758
Lathrop Investment Management
Arkansas
$311K -$12.9K -74 -4%
RLIM
2759
Red Lighthouse Investment Management
New York
$310K – – –
EWA
2760
EP Wealth Advisors
California
$310K -$48.3M -276,356 -98%
CWA
2761
Canvas Wealth Advisors
Kansas
$310K +$80.6K +461 +39%
PCMI
2762
Paradigm Capital Management Inc
New York
$310K – – –
IFO
2763
Independent Family Office
New York
$308K – – –
AFG
2764
Atomi Financial Group
New York
$308K +$295K +1,689 New
KC
2765
Kenfarb & Co
Kentucky
$306K – – –
CP
2766
Camelot Portfolios
Ohio
$306K +$524 +3 +0.2%
SFC
2767
SYM Financial Corp
Indiana
$305K +$6.99K +40 +2%
RPG
2768
Resource Planning Group
Georgia
$305K -$120K -685 -29%
ACA
2769
Aspire Capital Advisors
Washington
$304K -$26.6K -152 -8%
HIS
2770
Horizon Investment Services
Indiana
$304K – – –
EHAM
2771
Eagle Harbor Asset Management
Washington
$301K – – –
DWA
2772
Delap Wealth Advisory
Oregon
$301K -$174K -998 -38%
AFA
2773
American Financial Advisors
Georgia
$300K +$2.1K +12 +0.7%
TA
2774
TFB Advisors
Kansas
$300K +$4.02K +23 +1%
FCM
2775
Firestone Capital Management
Florida
$298K – – –
109 110
111
112 113