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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3001
Kaydan Wealth Management
Michigan
$248K – – –
FAG
3002
Fortitude Advisory Group
Washington
$247K -$51.4K -298 -17%
FWM
3003
Fingerlakes Wealth Management
New York
$247K +$3.8K +22 +1%
ATS
3004
Ashton Thomas Securities
New York
$246K +$266K +1,542 New
VP
3005
Verum Partners
North Carolina
$246K +$16.7K +97 +7%
PWM
3006
Provident Wealth Management
Tennessee
$246K -$18.1K -105 -7%
SJL
3007
Shayne & Jacobs LLC
Tennessee
$245K – – –
MKA
3008
M. Kulyk & Associates
Georgia
$244K -$7.94K -46 -3%
AWA
3009
Amplius Wealth Advisors
Pennsylvania
$244K -$119K -692 -32%
PCA
3010
Peddock Capital Advisors
Massachusetts
$244K -$7.08K -41 -3%
TA
3011
TruWealth Advisors
Louisiana
$244K -$1.38K -8 -0.5%
SPI
3012
Santori & Peters Inc
Pennsylvania
$244K +$690 +4 +0.3%
FA
3013
Fermata Advisors
California
$244K +$52.3K +303 +26%
WAS
3014
Wealth Advisory Solutions
Indiana
$243K +$255K +1,475 New
RWI
3015
Red Wave Investments
Pennsylvania
$242K +$863 +5 +0.3%
FF
3016
Farrell Financial
New York
$242K -$213K -1,233 -46%
FI
3017
Finivi Inc
Massachusetts
$241K +$9.15K +53 +4%
LCS
3018
Levin Capital Strategies
New York
$240K -$17.3K -100 -6%
PC
3019
Port Capital
Illinois
$240K -$24.5K -142 -9%
HA
3020
HFG Advisors
Ohio
$240K – – –
G
3021
GenTrust
Florida
$240K +$11.2K +65 +5%
IAG
3022
Investment Advisory Group
Massachusetts
$240K +$28.8K +167 +13%
AWA
3023
Acorn Wealth Advisors
Michigan
$239K +$31.9K +185 +15%
LFG
3024
Lockerman Financial Group
California
$239K +$34K +197 +16%
TIA
3025
Tandem Investment Advisors
South Carolina
$239K -$28.5K -165 -10%
119 120
121
122 123