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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
2801
Spirit of America Management Corp
New York
$342K – – –
TWM
2802
Tradition Wealth Management
Minnesota
$341K +$1.87K +12 +0.5%
SAMC
2803
Spectrum Asset Management (California)
California
$340K +$6.08K +39 +2%
BF
2804
Brucke Financial
Indiana
$340K -$4.67K -30 -1%
IWP
2805
Invenio Wealth Partners
Florida
$340K -$101K -651 -23%
CWA
2806
Centennial Wealth Advisory
Michigan
$340K +$76.4K +490 +29%
MWM
2807
Mascagni Wealth Management
Mississippi
$340K +$2.18K +14 +0.6%
AWP
2808
Accretive Wealth Partners
New Jersey
$340K – – –
CP
2809
Castleview Partners
Texas
$339K -$156 -1 -0%
GA
2810
GSG Advisors
New Jersey
$339K -$15.3K -98 -4%
CFCS
2811
CDM Financial Counseling Services
Connecticut
$338K -$24.2K -155 -7%
OCPWS
2812
One Charles Private Wealth Services
Massachusetts
$338K -$4.52K -29 -1%
NRG
2813
Nemes Rush Group
Michigan
$338K +$41.8K +268 +14%
RWP
2814
Ridgecrest Wealth Partners
California
$337K +$72.6K +466 +27%
DW
2815
Dodds Wealth
Colorado
$337K – – –
AW
2816
Ankerstar Wealth
Texas
$337K +$156K +998 +85%
SFG
2817
Snider Financial Group
Washington
$337K +$10.1K +65 +3%
CL
2818
CVFG LLC
Indiana
$336K +$337K +2,165 New
AG
2819
Advocate Group
Minnesota
$336K +$1.09K +7 +0.3%
PWM
2820
Peck Wealth Management
New York
$336K – – –
BIA
2821
Barry Investment Advisors
Massachusetts
$335K +$1.56K +10 +0.5%
PMG
2822
Private Management Group
California
$335K +$15.7K +101 +5%
PB
2823
Prosperity Bancshares
Texas
$334K -$20.9K -134 -6%
BAM
2824
Bellevue Asset Management
Washington
$334K +$3.12K +20 +0.9%
WCFA
2825
Walkner Condon Financial Advisors
Wisconsin
$334K -$10.6K -68 -3%
111 112
113
114 115