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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2926
Pasadena Private Wealth
California
$288K +$84.9K +518 +38%
AF
2927
Atala Financial
California
$288K +$311K +1,897 New
WRPWM
2928
Werba Rubin Papier Wealth Management
California
$288K +$37.4K +228 +14%
CWM
2929
C2C Wealth Management
Arizona
$288K – – –
LGG
2930
Luts & Greenleigh Group
Maryland
$287K -$48.3K -295 -14%
NBT
2931
Northwest Bank & Trust
Iowa
$287K – – –
RHIG
2932
R.H. Investment Group
Arizona
$286K +$308K +1,880 New
BC
2933
Brio Consultants
California
$286K +$14.6K +89 +5%
HIM
2934
Hillsdale Investment Management
Ontario, Canada
$286K +$179K +1,090 +138%
CVA
2935
Central Valley Advisors
California
$285K – – –
AWP
2936
Atlas Wealth Partners
Pennsylvania
$285K -$16.4K -100 -5%
KSWWM
2937
Keyes Stange & Wooten Wealth Management
Florida
$285K -$9.83K -60 -3%
BWM
2938
Benchmark Wealth Management
Connecticut
$285K – – –
AIM
2939
Advyzon Investment Management
Illinois
$284K +$307K +1,871 New
LIM
2940
Lathrop Investment Management
Arkansas
$284K – – –
BDL
2941
Bey-Douglas LLC
Georgia
$284K – – –
OCPWS
2942
One Charles Private Wealth Services
Massachusetts
$283K -$14.4K -88 -5%
SWP
2943
Semus Wealth Partners
Florida
$282K +$1.31K +8 +0.4%
STA
2944
Smith Thornton Advisors
Alabama
$282K -$31.1K -190 -9%
DO
2945
denkapparat Operations
Germany
$282K +$304K +1,854 New
AIP
2946
Almanack Investment Partners
Pennsylvania
$282K +$64.1K +391 +27%
DI
2947
Disciplined Investments
Oklahoma
$281K -$3.28K -20 -1%
EFP
2948
Elser Financial Planning
Indiana
$279K -$21.6K -132 -7%
GCWM
2949
Graham Capital Wealth Management
District of Columbia
$279K +$328 +2 +0.1%
IWP
2950
Invenio Wealth Partners
Florida
$279K +$10.2K +62 +4%
116 117
118
119 120