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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2776
Rowlandmiller & Partners
Georgia
$332K -$38.8K -225 -10%
AGA
2777
Arkos Global Advisors
Texas
$332K -$15K -87 -4%
WC
2778
Whitney & Co
New York
$332K +$17.9K +104 +5%
AT
2779
Arden Trust
Delaware
$331K -$13.6K -79 -4%
TCPW
2780
Twin City Private Wealth
North Carolina
$331K +$347K +2,009 New
CBOR
2781
Community Bank of Raymore
Missouri
$330K +$53K +307 +18%
MIA
2782
MMBG Investment Advisors
Florida
$330K – – –
CIA
2783
Cascade Investment Advisors
Oregon
$329K -$17.3K -100 -5%
EFP
2784
Elser Financial Planning
Indiana
$329K +$344K +1,996 New
OS
2785
Objectivity Squared
South Carolina
$329K +$2.07K +12 +0.6%
STA
2786
Smith Thornton Advisors
Alabama
$329K +$344K +1,995 New
AGM
2787
Alpine Global Management
New York
$329K +$344K +1,993 New
GCP
2788
Gill Capital Partners
Colorado
$328K – – –
SA
2789
SL Advisors
New Jersey
$328K -$10.4K -60 -3%
TWP
2790
Triad Wealth Partners
Kansas
$328K +$38.7K +224 +13%
MW
2791
Maia Wealth
Colorado
$327K +$345K +1,998 New
SGWM
2792
Sterling Group Wealth Management
California
$327K +$342K +1,984 New
CWA
2793
Consilium Wealth Advisory
Texas
$327K -$88.5K -513 -21%
CCT
2794
Capital City Trust
Florida
$327K – – –
CFS
2795
CGC Financial Services
Oregon
$326K +$345 +2 +0.1%
WSWA
2796
Warren Street Wealth Advisors
California
$325K +$76.8K +445 +29%
SRL
2797
Scientech Research LLC
New Jersey
$325K +$340K +1,970 New
WAM
2798
WFA Asset Management
Wisconsin
$325K +$4.66K +27 +1%
RWM
2799
Rench Wealth Management
Texas
$324K -$5.87K -34 -2%
MWM
2800
Merriman Wealth Management
Washington
$324K +$11.4K +66 +3%
110 111
112
113 114