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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3001
Walser Wealth Management
Florida
$233K +$257K +1,718 New
ATC
3002
Advantage Trust Company
Kansas
$232K +$15K +100 +6%
MWP
3003
Moller Wealth Partners
$232K +$257K +1,716 New
BFF
3004
Byrne Financial Freedom
Massachusetts
$232K -$2.69K -18 -1%
EA
3005
Enclave Advisors
Texas
$232K -$6.13K -41 -2%
OCM
3006
Orser Capital Management
Texas
$232K – – –
GPWM
3007
Grant Private Wealth Management
California
$232K +$56.1K +375 +28%
LCM
3008
Lazari Capital Management
California
$231K +$3.74K +25 +1%
JDLA
3009
J. Derek Lewis & Associates
California
$231K +$15K +100 +6%
DIP
3010
DT Investment Partners
Pennsylvania
$231K – – –
AFA
3011
American Financial Advisors
Georgia
$230K +$2.24K +15 +0.9%
JAFL
3012
Jay A. Fishman Ltd
Michigan
$230K -$7.48K -50 -3%
CCM
3013
Consolidated Capital Management
California
$230K – – –
PWP
3014
Parkwoods Wealth Partners
New York
$230K +$7.92K +53 +3%
GP
3015
GLR Partners
Maryland
$230K – – –
AWP
3016
Abacus Wealth Partners
California
$230K +$9.72K +65 +4%
NMCM
3017
Nicholson Meyer Capital Management
Missouri
$229K – – –
CWP
3018
Curated Wealth Partners
California
$229K +$253K +1,694 New
TWM
3019
Tanager Wealth Management
United Kingdom
$229K -$26.2K -175 -9%
PWM
3020
Penobscot Wealth Management
Maine
$229K -$598 -4 -0.2%
ERWM
3021
Elk River Wealth Management
Colorado
$229K – – –
NCTC
3022
New Covenant Trust Company
Indiana
$228K +$26.5K +177 +12%
RIM
3023
Rockbridge Investment Management
New York
$228K +$4.93K +33 +2%
SS
3024
STG Securities
New York
$228K +$252K +1,683 New
RFG
3025
REAP Financial Group
Texas
$228K -$6.88K -46 -3%
119 120
121
122 123