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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3001
Curated Wealth Partners
California
$229K +$253K +1,694 New
TWM
3002
Tanager Wealth Management
United Kingdom
$229K -$26.2K -175 -9%
PWM
3003
Penobscot Wealth Management
Maine
$229K -$598 -4 -0.2%
ERWM
3004
Elk River Wealth Management
Colorado
$229K – – –
NCTC
3005
New Covenant Trust Company
Indiana
$228K +$26.5K +177 +12%
RIM
3006
Rockbridge Investment Management
New York
$228K +$4.93K +33 +2%
SS
3007
STG Securities
New York
$228K +$252K +1,683 New
RFG
3008
REAP Financial Group
Texas
$228K -$6.88K -46 -3%
KCWM
3009
Kane Co Wealth Management
Iowa
$227K – – –
TPW
3010
Tiller Private Wealth
Pennsylvania
$227K – – –
HA
3011
Hanover Advisors
South Carolina
$227K – – –
TFA
3012
Teamwork Financial Advisors
Texas
$227K -$58.2K -389 -19%
VCP
3013
Vista Capital Partners
Oregon
$227K +$17.3K +116 +7%
TA
3014
TFB Advisors
Kansas
$226K +$1.94K +13 +0.8%
FGA
3015
Fortis Group Advisors
New Jersey
$226K -$4.04K -27 -2%
MWM
3016
MOR Wealth Management
Pennsylvania
$226K +$48.7K +326 +24%
BNA
3017
BankChampaign National Association
Illinois
$226K +$249K +1,667 New
AP
3018
Arlington Partners
Alabama
$226K +$14.8K +99 +6%
SFGM
3019
Stonebridge Financial Group (Missouri)
Missouri
$225K -$20K -134 -7%
LFG
3020
Lazard Frères Gestion
France
$225K – – –
NLP
3021
Next Level Private
New York
$225K -$4.49K -30 -2%
SA
3022
Skyline Advisors
Washington
$224K – – –
ODIJL
3023
One Day In July LLC
Vermont
$224K +$17.6K +118 +8%
CWM
3024
Chemistry Wealth Management
New York
$224K – – –
CEI
3025
Clark Estates Inc
New York
$223K – – –
119 120
121
122 123