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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DG
2801
DMC Group
Alabama
$339K +$44.6K +272 +14%
CWS
2802
Cypress Wealth Services
California
$338K +$6.06K +37 +2%
HSWM
2803
Hubbell Strickland Wealth Management
Louisiana
$337K -$17.7K -108 -5%
NRC
2804
New Republic Capital
North Carolina
$336K -$133K -814 -27%
WR
2805
WD Rutherford
Oregon
$335K -$163K -995 -31%
LTI
2806
Laffer Tengler Investments
Tennessee
$335K -$4M -24,410 -92%
RIA
2807
Realta Investment Advisors
Delaware
$335K -$49.8K -304 -12%
CWA
2808
Canvas Wealth Advisors
Kansas
$335K +$20K +122 +6%
KBFS
2809
Kohmann Bosshard Financial Services
Ohio
$335K -$43.7K -267 -11%
SOAMC
2810
Spirit of America Management Corp
New York
$335K – – –
SFO
2811
Stenger Family Office
Illinois
$334K +$359K +2,194 New
CWM
2812
Castle Wealth Management
Florida
$333K -$33.9K -207 -9%
CJL
2813
Cyrus J. Lawrence
New York
$333K +$328 +2 +0.1%
CWAF
2814
Core Wealth Advisors (Florida)
Florida
$332K +$1.8K +11 +0.5%
CA
2815
Cortland Associates
Missouri
$332K -$11.8K -72 -3%
RFM
2816
Royal Fund Management
Florida
$332K -$361K -2,205 -50%
BBNA
2817
Bremer Bank National Association
Minnesota
$331K -$42.9K -262 -11%
WFA
2818
Wellspring Financial Advisors
Ohio
$331K -$84.7K -517 -19%
GWM
2819
Gray Wealth Management
Maine
$331K -$6.23K -38 -2%
CP
2820
Castleview Partners
Texas
$331K +$655 +4 +0.2%
MWM
2821
Mascagni Wealth Management
Mississippi
$330K +$361K +2,204 New
TCM
2822
Tradewinds Capital Management
Washington
$329K – – –
TIA
2823
Tiemann Investment Advisors
California
$329K -$6.55K -40 -2%
APA
2824
Astoria Portfolio Advisors
New York
$328K -$5.24K -32 -1%
WC
2825
Whitney & Co
New York
$327K -$1.15K -7 -0.3%
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113
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