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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2876
Clune & Associates
Illinois
$287K – – –
AHL
2877
Abel Hall LLC
Louisiana
$286K +$284K +1,910 New
SP
2878
Stonebrook Private
Michigan
$286K -$149 -1 -0.1%
FFG
2879
Fortem Financial Group
California
$286K -$1.49K -10 -0.5%
CWA
2880
Crux Wealth Advisors
California
$286K +$284K +1,906 New
MSA
2881
Marathon Strategic Advisors
Pennsylvania
$286K – – –
PCMC
2882
Paragon Capital Management (Colorado)
Colorado
$286K +$595 +4 +0.2%
SIA
2883
Strategic Investment Advisors
Michigan
$286K -$26.9K -181 -9%
IWS
2884
Insight Wealth Strategies
California
$285K -$273K -1,834 -49%
KWS
2885
Keystone Wealth Services
California
$285K -$14.4K -97 -5%
AWP
2886
Accretive Wealth Partners
New Jersey
$285K +$324K +2,179 New
AF
2887
Atala Financial
California
$284K – – –
RW
2888
RVW Wealth
California
$284K +$24.1K +162 +9%
RWP
2889
Revolve Wealth Partners
New Jersey
$284K +$29.5K +198 +12%
SBF
2890
Sara-Bay Financial
Florida
$283K -$74.3K -499 -21%
PPW
2891
Pasadena Private Wealth
California
$283K -$1.49K -10 -0.5%
KFS
2892
Kelly Financial Services
Massachusetts
$283K +$8.63K +58 +3%
WHCI
2893
W.H. Cornerstone Investments
Massachusetts
$283K -$99.1K -666 -26%
IWN
2894
Independent Wealth Network
Iowa
$282K -$2.53K -17 -0.9%
TWM
2895
Tradition Wealth Management
Minnesota
$282K +$8.78K +59 +3%
RHIG
2896
R.H. Investment Group
Arizona
$282K – – –
RIP
2897
Reliant Investment Partners
North Carolina
$282K -$63.6K -427 -19%
MS
2898
Madden Securities
Texas
$281K -$356K -2,390 -56%
NCTC
2899
New Covenant Trust Company
Indiana
$281K -$11.2K -75 -4%
RF
2900
Roxbury Financial
New Jersey
$281K -$12.1K -81 -4%
114 115
116
117 118