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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
2876
MRA Advisory Group
New Jersey
$306K -$89.4K -539 -23%
BWCS
2877
Beirne Wealth Consulting Services
Connecticut
$306K +$71.6K +432 +32%
ACA
2878
Aspire Capital Advisors
Washington
$306K – – –
ACM
2879
Alethea Capital Management
Washington
$306K – – –
JHP
2880
James Hambro & Partners
United Kingdom
$306K – – –
FWM
2881
Focused Wealth Management
New York
$306K -$55.9K -337 -16%
WA
2882
Wealthstream Advisors
New York
$305K +$298K +1,797 New
AT
2883
Arvest Trust
Oklahoma
$305K +$87.4K +527 +41%
CA
2884
Centerpoint Advisors
Massachusetts
$305K -$8.96K -54 -3%
PC
2885
Port Capital
Illinois
$305K -$1.99K -12 -0.7%
MW
2886
Maia Wealth
Colorado
$305K +$298K +1,796 New
SW
2887
SMART Wealth
Nebraska
$305K +$298K +1,795 New
IFO
2888
Independent Family Office
New York
$304K – – –
SAM
2889
Synergy Asset Management
Washington
$304K -$1.16K -7 -0.4%
BCM
2890
Blume Capital Management
California
$303K – – –
DI
2891
Disciplined Investments
Oklahoma
$302K -$111K -669 -27%
RLIM
2892
Red Lighthouse Investment Management
New York
$302K -$31.8K -192 -10%
WFA
2893
Wellspring Financial Advisors
Ohio
$301K -$120K -722 -29%
LAS
2894
Lloyd Advisory Services
Georgia
$301K -$589K -3,549 -67%
CAC
2895
Certified Advisory Corp
Florida
$300K +$3.15K +19 +1%
BIP
2896
Blue Investment Partners
California
$300K – – –
JEST
2897
JTC Employer Solutions Trustee
Jersey
$300K -$262K -1,579 -47%
ORC
2898
O'Rourke & Company
Massachusetts
$300K – – –
RIM
2899
Rockbridge Investment Management
New York
$300K -$9.79K -59 -3%
SFP
2900
Sandbox Financial Partners
Maryland
$300K -$43.8K -264 -13%
114 115
116
117 118