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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
2876
Beirne Wealth Consulting Services
Connecticut
$306K +$71.6K +432 +32%
ACA
2877
Aspire Capital Advisors
Washington
$306K – – –
ACM
2878
Alethea Capital Management
Washington
$306K – – –
JHP
2879
James Hambro & Partners
United Kingdom
$306K – – –
FWM
2880
Focused Wealth Management
New York
$306K -$55.9K -337 -16%
WA
2881
Wealthstream Advisors
New York
$305K +$298K +1,797 New
AT
2882
Arvest Trust
Oklahoma
$305K +$87.4K +527 +41%
CA
2883
Centerpoint Advisors
Massachusetts
$305K -$8.96K -54 -3%
PC
2884
Port Capital
Illinois
$305K -$1.99K -12 -0.7%
MW
2885
Maia Wealth
Colorado
$305K +$298K +1,796 New
SW
2886
SMART Wealth
Nebraska
$305K +$298K +1,795 New
IFO
2887
Independent Family Office
New York
$304K – – –
SAM
2888
Synergy Asset Management
Washington
$304K -$1.16K -7 -0.4%
BCM
2889
Blume Capital Management
California
$303K – – –
DI
2890
Disciplined Investments
Oklahoma
$302K -$111K -669 -27%
RLIM
2891
Red Lighthouse Investment Management
New York
$302K -$31.8K -192 -10%
WFA
2892
Wellspring Financial Advisors
Ohio
$301K -$120K -722 -29%
LAS
2893
Lloyd Advisory Services
Georgia
$301K -$589K -3,549 -67%
CAC
2894
Certified Advisory Corp
Florida
$300K +$3.15K +19 +1%
BIP
2895
Blue Investment Partners
California
$300K – – –
JEST
2896
JTC Employer Solutions Trustee
Jersey
$300K -$262K -1,579 -47%
ORC
2897
O'Rourke & Company
Massachusetts
$300K – – –
RIM
2898
Rockbridge Investment Management
New York
$300K -$9.79K -59 -3%
SFP
2899
Sandbox Financial Partners
Maryland
$300K -$43.8K -264 -13%
BWM
2900
BigSur Wealth Management
Florida
$299K – – –
114 115
116
117 118