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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
2776
Matthew Hamilton Rosenberg
$247K +$48.3K +296 +26%
SPI
2777
Santori & Peters Inc
Pennsylvania
$246K +$653 +4 +0.3%
MWP
2778
Madison Wealth Partners
Wisconsin
$246K +$1.47K +9 +0.6%
KWM
2779
Kaydan Wealth Management
Michigan
$246K +$231K +1,414 New
AWM
2780
Aprio Wealth Management
Georgia
$245K – – –
CCM
2781
Crew Capital Management
Ohio
$244K – – –
OWA
2782
Opal Wealth Advisors
New York
$244K +$229K +1,404 New
ZCA
2783
Zeke Capital Advisors
Pennsylvania
$244K +$230K +1,407 New
IAG
2784
Investment Advisory Group
Massachusetts
$244K +$237K +1,449 New
EHAM
2785
Eagle Harbor Asset Management
Washington
$243K +$229K +1,399 New
PCA
2786
Peddock Capital Advisors
Massachusetts
$243K -$28.6K -175 -11%
SAA
2787
Southeast Asset Advisors
Georgia
$243K -$327 -2 -0.1%
AL
2788
ACAS LLC
California
$243K – – –
PTC
2789
Provident Trust Company
Wisconsin
$243K – – –
JSA
2790
Jacobson & Schmitt Advisors
Wisconsin
$243K +$229K +1,400 New
MC
2791
MRJ Capital
New York
$243K +$229K +1,400 New
VW
2792
Vance Wealth
California
$243K +$229K +1,400 New
LRWA
2793
Long Run Wealth Advisors
New York
$243K +$229K +1,405 New
JLBC
2794
J.L. Bainbridge & Co
Florida
$242K – – –
ACP
2795
Arcus Capital Partners
Georgia
$242K +$228K +1,395 New
OAM
2796
Occidental Asset Management
California
$241K – – –
CWAF
2797
Core Wealth Advisors (Florida)
Florida
$241K +$49K +300 +28%
IP
2798
Ignite Planners
California
$241K +$226K +1,384 New
BMCM
2799
Bryn Mawr Capital Management
Pennsylvania
$240K +$1.31K +8 +0.6%
DCM
2800
Dimension Capital Management
Florida
$239K -$2.45K -15 -1%
110 111
112
113 114