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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
2751
American Institute for Advanced Investment Management
Arizona
$362K -$18.8K -115 -5%
WLPWM
2752
Walled Lake Planning & Wealth Management
Illinois
$362K -$12.8K -78 -3%
SWG
2753
Summit Wealth Group
Vermont
$361K -$6.72K -41 -2%
RIM
2754
Rockbridge Investment Management
New York
$361K +$94.2K +575 +32%
MF
2755
Montis Financial
Massachusetts
$360K -$1.15K -7 -0.3%
TLFA
2756
True Link Financial Advisors
California
$360K -$5.08K -31 -1%
1CP
2757
17 Capital Partners
Arizona
$360K -$328 -2 -0.1%
PW
2758
PUREfi Wealth
Massachusetts
$359K +$387K +2,360 New
BWP
2759
Barlow Wealth Partners
Kentucky
$358K -$36.9K -225 -8%
RWA
2760
Rooted Wealth Advisors
Illinois
$358K -$52.8K -322 -12%
WLIM
2761
White Lighthouse Investment Management
Massachusetts
$358K +$2.95K +18 +0.8%
TC
2762
Tacita Capital
Ontario, Canada
$357K -$21K -128 -5%
FFA
2763
Florida Financial Advisors
Florida
$357K -$18.8K -115 -5%
LD
2764
Lipe & Dalton
New York
$357K -$27.9K -170 -7%
SL
2765
SWMG LLC
Texas
$356K -$1.31K -8 -0.3%
CCG
2766
Coastwise Capital Group
California
$356K +$143K +872 +59%
RHP
2767
Royal Harbor Partners
Texas
$355K – – –
GJIA
2768
Glass Jacobson Investment Advisors
Maryland
$354K -$19.8K -121 -5%
SGC
2769
Slocum, Gordon & Co
Rhode Island
$354K – – –
FFA
2770
Fi3 Financial Advisors
Indiana
$353K -$139K -846 -27%
ML
2771
McAdam LLC
Pennsylvania
$352K +$41.5K +253 +12%
BF
2772
bLong Financial
Tennessee
$352K +$379K +2,314 New
HKAM
2773
Horizon Kinetics Asset Management
New York
$352K – – –
LA
2774
Latitude Advisors
Florida
$352K -$40.5K -247 -10%
CFA
2775
Cahill Financial Advisors
Minnesota
$351K +$136K +830 +56%
109 110
111
112 113