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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2776
Capital Wealth Planning
Florida
$280K -$216K -1,600 -43%
SIA
2777
Strategic Investment Advisors
Michigan
$279K +$28.3K +210 +11%
SFM
2778
Signet Financial Management
New Jersey
$279K -$32.9K -244 -10%
TWM
2779
Tradition Wealth Management
Minnesota
$278K +$30.7K +228 +12%
ACM
2780
Avalon Capital Management
California
$278K – – –
AWM
2781
Accredited Wealth Management
Kentucky
$278K +$73.7K +547 +35%
TPW
2782
Tiller Private Wealth
Pennsylvania
$278K -$26.9K -200 -9%
CWA
2783
Canvas Wealth Advisors
Kansas
$278K +$23.8K +177 +10%
BF
2784
Brucke Financial
Indiana
$277K -$10.4K -77 -4%
EFH
2785
Eaton Financial Holdings
Florida
$277K +$283K +2,098 New
CDWM
2786
Campbell Deegan Wealth Management
Virginia
$276K -$269 -2 -0.1%
CA
2787
Crewe Advisors
Utah
$276K -$42.8K -318 -13%
CF
2788
Convergence Financial
Missouri
$276K -$94.4K -701 -25%
CIA
2789
Cape Investment Advisory
Georgia
$276K -$19.4K -144 -6%
CV
2790
Counterweight Ventures
North Carolina
$275K – – –
CCM
2791
Crabel Capital Management
California
$275K +$33.9K +252 +14%
HIS
2792
Harvest Investment Services
Illinois
$275K -$61K -453 -18%
HGWM
2793
Horst & Graben Wealth Management
Oregon
$275K +$7.14K +53 +3%
GFPC
2794
Global Financial Private Client
Florida
$274K -$1.35M -10,006 -83%
GL
2795
Gerber LLC
Ohio
$274K +$8.76K +65 +3%
KFSC
2796
Keystone Financial Services (Colorado)
Colorado
$274K +$279K +2,073 New
RTC
2797
Real Talk Capital
Tennessee
$274K +$135 +1 +0%
CIP
2798
Convergence Investment Partners
Florida
$273K -$18.1K -134 -6%
CCM
2799
Cox Capital Management
Massachusetts
$273K – – –
CWM
2800
Centurion Wealth Management
Virginia
$273K +$10.1K +75 +4%
110 111
112
113 114