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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
APS
2851
American Planning Services
Florida
$271K – – –
CM
2852
Columbus Macro
Pennsylvania
$271K -$4.9K -27 -2%
LAM
2853
Lakewood Asset Management
Illinois
$271K – – –
PWM
2854
Provident Wealth Management
Tennessee
$270K – – –
AWMT
2855
AAFMAA Wealth Management & Trust
North Carolina
$269K +$289K +1,590 New
GP
2856
Greenline Partners
New York
$269K – – –
OFS
2857
OneAscent Financial Services
Alabama
$268K +$288K +1,584 New
ECU
2858
Eisler Capital (UK)
United Kingdom
$268K +$287K +1,580 New
UL
2859
Unionview LLC
Washington
$268K – – –
GA
2860
Greytown Advisors
Florida
$267K -$24.9K -137 -8%
SFS
2861
Starfox Financial Services
Texas
$267K – – –
WMP
2862
Wealth Management Partners
Arizona
$267K – – –
CC
2863
Commons Capital
Massachusetts
$267K +$5.99K +33 +2%
LWMG
2864
Levy Wealth Management Group
Pennsylvania
$267K +$1.27K +7 +0.4%
TSW
2865
Three Seasons Wealth
Utah
$266K +$285K +1,571 New
FNC
2866
First National Corp
Massachusetts
$266K – – –
CIA
2867
Cohen Investment Advisors
New Hampshire
$264K – – –
TCMP
2868
Thrive Capital Management (Pennsylvania)
Pennsylvania
$264K +$48.1K +265 +20%
SIM
2869
Seaview Investment Managers
Florida
$263K – – –
ML
2870
McAdam LLC
Pennsylvania
$263K +$34.1K +188 +14%
PFA
2871
Pettinga Financial Advisors
Indiana
$263K – – –
HP
2872
HT Partners
Connecticut
$263K -$126K -692 -31%
VAF
2873
Values Added Financial
District of Columbia
$263K +$908 +5 +0.3%
EHAM
2874
Eagle Harbor Asset Management
Washington
$261K – – –
BC
2875
Brio Consultants
California
$261K +$7.63K +42 +3%
113 114
115
116 117