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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2751
Clifford Group
Massachusetts
$331K +$36.2K +243 +12%
BTWM
2752
Baker Tilly Wealth Management
Wisconsin
$331K +$9.82K +66 +3%
RB
2753
Renasant Bank
Mississippi
$331K -$99.1K -666 -23%
ERWM
2754
Elk River Wealth Management
Colorado
$330K -$3.4M -22,870 -91%
CIP
2755
Convergence Investment Partners
Florida
$330K -$67.1K -451 -17%
MWM
2756
Mascagni Wealth Management
Mississippi
$330K – – –
HWA
2757
HCR Wealth Advisors
California
$330K -$61.8K -415 -16%
SOAMC
2758
Spirit of America Management Corp
New York
$330K – – –
NCM
2759
Nelson Capital Management
California
$330K -$15K -101 -4%
EMAM
2760
Encompass More Asset Management
California
$329K -$63.4K -426 -16%
CPA
2761
Capital Performance Advisors
California
$329K +$327K +2,196 New
BC
2762
Belmont Capital
California
$329K +$326K +2,193 New
TCM
2763
Traynor Capital Management
Pennsylvania
$329K -$89.3K -600 -21%
CGH
2764
CMG Global Holdings
Texas
$328K -$3.87K -26 -1%
CA
2765
Cortland Associates
Missouri
$328K – – –
EA
2766
Enclave Advisors
Texas
$328K -$9.68K -65 -3%
CA
2767
Claris Advisors
Missouri
$327K +$20.4K +137 +7%
GAA
2768
Global Assets Advisory
Florida
$327K +$335K +2,250 New
GFG
2769
Greenberg Financial Group
Arizona
$327K +$313K +2,103 New
SWM
2770
SK Wealth Management
Rhode Island
$326K +$6.1K +41 +2%
BRWM
2771
Blue Rock Wealth Management
North Carolina
$326K +$324K +2,174 New
CWM
2772
Chemistry Wealth Management
New York
$326K -$19.1K -128 -6%
1C
2773
111 Capital
France
$325K -$3.2M -21,477 -91%
MPW
2774
Magnolia Private Wealth
Pennsylvania
$323K +$53K +356 +20%
RP
2775
Riverbridge Partners
Minnesota
$323K -$2.05M -13,775 -86%
109 110
111
112 113