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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
3001
Peddock Capital Advisors
Massachusetts
$258K +$16.6K +100 +7%
CP
3002
Camelot Portfolios
Ohio
$258K +$498 +3 +0.2%
FI
3003
Finivi Inc
Massachusetts
$258K +$252K +1,520 New
DWMG
3004
DB Wealth Management Group
California
$257K +$185K +1,113 +278%
PA
3005
Pineridge Advisors
Missouri
$256K +$250K +1,507 New
MHR
3006
Matthew Hamilton Rosenberg
$256K +$35.7K +215 +17%
GSAM
3007
Grant Street Asset Management
Pennsylvania
$256K -$1.33K -8 -0.5%
BWM
3008
Baron Wealth Management
Michigan
$255K +$14.8K +89 +6%
SRA
3009
Secured Retirement Advisors
Minnesota
$255K +$249K +1,503 New
KWM
3010
Kaydan Wealth Management
Michigan
$255K -$3.65K -22 -1%
AHC
3011
Anderson Hoagland & Co
Missouri
$254K – – –
RPCA
3012
Running Point Capital Advisors
California
$254K +$31.5K +190 +15%
AA
3013
Aire Advisors
California
$253K -$25K -151 -9%
AWP
3014
Abacus Wealth Partners
California
$253K -$145K -877 -37%
TWA
3015
Talisman Wealth Advisors
New Jersey
$253K +$7.63K +46 +3%
HFP
3016
Holistic Financial Partners
Indiana
$253K +$9.12K +55 +4%
SJL
3017
Shayne & Jacobs LLC
Tennessee
$252K – – –
ANB
3018
Amarillo National Bank
Texas
$251K +$4.97K +30 +2%
SPI
3019
Santori & Peters Inc
Pennsylvania
$251K +$829 +5 +0.3%
HPM
3020
Hoxton Planning & Management
West Virginia
$250K +$16.6K +100 +7%
MF
3021
Meridian Financial
Massachusetts
$249K +$24.9K +150 +11%
BC
3022
Barrett & Company
Rhode Island
$249K -$8.29K -50 -3%
FWM
3023
Fingerlakes Wealth Management
New York
$249K – – –
RWI
3024
Red Wave Investments
Pennsylvania
$248K – – –
FIC
3025
Family Investment Center
Missouri
$248K +$42.6K +257 +21%
119 120
121
122 123