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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCMP
3001
Thrive Capital Management (Pennsylvania)
Pennsylvania
$259K -$5.8K -35 -2%
PCA
3002
Peddock Capital Advisors
Massachusetts
$258K +$16.6K +100 +7%
CP
3003
Camelot Portfolios
Ohio
$258K +$498 +3 +0.2%
FI
3004
Finivi Inc
Massachusetts
$258K +$252K +1,520 New
DWMG
3005
DB Wealth Management Group
California
$257K +$185K +1,113 +278%
PA
3006
Pineridge Advisors
Missouri
$256K +$250K +1,507 New
MHR
3007
Matthew Hamilton Rosenberg
$256K +$35.7K +215 +17%
GSAM
3008
Grant Street Asset Management
Pennsylvania
$256K -$1.33K -8 -0.5%
BWM
3009
Baron Wealth Management
Michigan
$255K +$14.8K +89 +6%
SRA
3010
Secured Retirement Advisors
Minnesota
$255K +$249K +1,503 New
KWM
3011
Kaydan Wealth Management
Michigan
$255K -$3.65K -22 -1%
AHC
3012
Anderson Hoagland & Co
Missouri
$254K – – –
RPCA
3013
Running Point Capital Advisors
California
$254K +$31.5K +190 +15%
AA
3014
Aire Advisors
California
$253K -$25K -151 -9%
AWP
3015
Abacus Wealth Partners
California
$253K -$145K -877 -37%
TWA
3016
Talisman Wealth Advisors
New Jersey
$253K +$7.63K +46 +3%
HFP
3017
Holistic Financial Partners
Indiana
$253K +$9.12K +55 +4%
SJL
3018
Shayne & Jacobs LLC
Tennessee
$252K – – –
ANB
3019
Amarillo National Bank
Texas
$251K +$4.97K +30 +2%
SPI
3020
Santori & Peters Inc
Pennsylvania
$251K +$829 +5 +0.3%
HPM
3021
Hoxton Planning & Management
West Virginia
$250K +$16.6K +100 +7%
MF
3022
Meridian Financial
Massachusetts
$249K +$24.9K +150 +11%
BC
3023
Barrett & Company
Rhode Island
$249K -$8.29K -50 -3%
FWM
3024
Fingerlakes Wealth Management
New York
$249K – – –
RWI
3025
Red Wave Investments
Pennsylvania
$248K – – –
119 120
121
122 123