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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2776
Trillium Asset Management
Massachusetts
$325K -$62.4K -425 -16%
OCG
2777
Opus Capital Group
Ohio
$325K -$37.5K -255 -10%
IWP
2778
Insight Wealth Partners
Texas
$325K +$1.32K +9 +0.4%
KWS
2779
Keystone Wealth Services
California
$325K +$1.91K +13 +0.6%
CPSC
2780
Carl P. Sherr & Co
Massachusetts
$324K -$18.4K -125 -6%
FFIC
2781
First Fiduciary Investment Counsel
Ohio
$324K – – –
CWAF
2782
Core Wealth Advisors (Florida)
Florida
$324K -$7.64K -52 -2%
GFG
2783
Greenberg Financial Group
Arizona
$323K +$331K +2,253 New
PWP
2784
Ponta Wealth Partners
Florida
$323K +$331K +2,252 New
FDS
2785
First Dallas Securities
Texas
$323K +$7.35K +50 +2%
TWM
2786
Triton Wealth Management
Arizona
$323K -$550K -3,740 -65%
RWA
2787
Rooted Wealth Advisors
Illinois
$323K -$2.5K -17 -0.9%
5NPW
2788
55 North Private Wealth
Florida
$323K +$330K +2,249 New
KB
2789
Kimelman & Baird
New York
$323K -$81.4K -554 -20%
LD
2790
Lipe & Dalton
New York
$322K -$14.7K -100 -4%
TF
2791
Trek Financial
Arizona
$322K +$7.93K +54 +2%
FPFC
2792
Financial Planning Fort Collins
Colorado
$322K +$329K +2,242 New
AGA
2793
Accuvest Global Advisors
Utah
$321K +$328K +2,234 New
KFSC
2794
Keystone Financial Services (Colorado)
Colorado
$320K +$19.4K +132 +6%
MFPI
2795
Midwest Financial Partners Investments
Minnesota
$320K +$327K +2,227 New
BF
2796
Brucke Financial
Indiana
$319K +$17.3K +118 +6%
HWA
2797
HCR Wealth Advisors
California
$319K +$2.94K +20 +0.9%
ACM
2798
AUA Capital Management
Pennsylvania
$319K – – –
WCFA
2799
Walkner Condon Financial Advisors
Wisconsin
$318K +$25.1K +171 +8%
CCA
2800
Clearwater Capital Advisors
Illinois
$318K -$6.61K -45 -2%
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