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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2776
Fiducient Advisors
Illinois
$247K -$503K -3,079 -69%
MHR
2777
Matthew Hamilton Rosenberg
$247K +$48.3K +296 +26%
SPI
2778
Santori & Peters Inc
Pennsylvania
$246K +$653 +4 +0.3%
MWP
2779
Madison Wealth Partners
Wisconsin
$246K +$1.47K +9 +0.6%
KWM
2780
Kaydan Wealth Management
Michigan
$246K +$231K +1,414 New
AWM
2781
Aprio Wealth Management
Georgia
$245K – – –
CCM
2782
Crew Capital Management
Ohio
$244K – – –
OWA
2783
Opal Wealth Advisors
New York
$244K +$229K +1,404 New
ZCA
2784
Zeke Capital Advisors
Pennsylvania
$244K +$230K +1,407 New
IAG
2785
Investment Advisory Group
Massachusetts
$244K +$237K +1,449 New
EHAM
2786
Eagle Harbor Asset Management
Washington
$243K +$229K +1,399 New
PCA
2787
Peddock Capital Advisors
Massachusetts
$243K -$28.6K -175 -11%
SAA
2788
Southeast Asset Advisors
Georgia
$243K -$327 -2 -0.1%
AL
2789
ACAS LLC
California
$243K – – –
PTC
2790
Provident Trust Company
Wisconsin
$243K – – –
JSA
2791
Jacobson & Schmitt Advisors
Wisconsin
$243K +$229K +1,400 New
MC
2792
MRJ Capital
New York
$243K +$229K +1,400 New
VW
2793
Vance Wealth
California
$243K +$229K +1,400 New
LRWA
2794
Long Run Wealth Advisors
New York
$243K +$229K +1,405 New
JLBC
2795
J.L. Bainbridge & Co
Florida
$242K – – –
ACP
2796
Arcus Capital Partners
Georgia
$242K +$228K +1,395 New
OAM
2797
Occidental Asset Management
California
$241K – – –
CWAF
2798
Core Wealth Advisors (Florida)
Florida
$241K +$49K +300 +28%
IP
2799
Ignite Planners
California
$241K +$226K +1,384 New
BMCM
2800
Bryn Mawr Capital Management
Pennsylvania
$240K +$1.31K +8 +0.6%
110 111
112
113 114