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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2901
Roberts Wealth Advisors
California
$298K +$337K +2,055 New
MWP
2902
Madison Wealth Partners
Wisconsin
$297K +$6.88K +42 +2%
NCTC
2903
New Covenant Trust Company
Indiana
$297K -$16.5K -101 -5%
OPOWM
2904
One Plus One Wealth Management
Florida
$296K – – –
AIM
2905
Aigen Investment Management
New York
$296K -$1.1M -6,722 -78%
BSHC
2906
Breed's Hill Capital
Massachusetts
$296K +$96.3K +588 +43%
GSIS
2907
Global Strategic Investment Solutions
Arizona
$296K -$9.83K -60 -3%
PFT
2908
Providence First Trust
Arizona
$295K -$8.19K -50 -3%
TWM
2909
TCFG Wealth Management
California
$295K +$10.8K +66 +4%
4WM
2910
49 Wealth Management
Texas
$293K +$66.5K +406 +27%
JPMIA
2911
J.P. Marvel Investment Advisors
Massachusetts
$292K – – –
FFG
2912
Fortem Financial Group
California
$291K – – –
CA
2913
Clune & Associates
Illinois
$291K +$313K +1,913 New
PFG
2914
Pinnacle Financial Group
Illinois
$291K -$21.5K -131 -6%
SP
2915
Stonebrook Private
Michigan
$290K -$66.7K -407 -18%
HR
2916
Hardy Reed
Mississippi
$290K -$24.7K -151 -7%
B
2917
Bellecapital
Switzerland
$290K -$5.41K -33 -2%
MSA
2918
Marathon Strategic Advisors
Pennsylvania
$290K – – –
PCMC
2919
Paragon Capital Management (Colorado)
Colorado
$289K – – –
MGAM
2920
McGowan Group Asset Management
Texas
$289K -$27.2K -166 -8%
CL
2921
COWA LLC
Oklahoma
$289K – – –
IWN
2922
Independent Wealth Network
Iowa
$289K +$5.41K +33 +2%
OS
2923
Objectivity Squared
South Carolina
$289K +$2.29K +14 +0.7%
PPW
2924
Pasadena Private Wealth
California
$288K +$84.9K +518 +38%
AF
2925
Atala Financial
California
$288K +$311K +1,897 New
115 116
117
118 119