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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
3001
Brave Asset Management
New Jersey
$248K -$106K -612 -29%
KWM
3002
Kaydan Wealth Management
Michigan
$248K – – –
FAG
3003
Fortitude Advisory Group
Washington
$247K -$51.4K -298 -17%
FWM
3004
Fingerlakes Wealth Management
New York
$247K +$3.8K +22 +1%
ATS
3005
Ashton Thomas Securities
New York
$246K +$266K +1,542 New
VP
3006
Verum Partners
North Carolina
$246K +$16.7K +97 +7%
PWM
3007
Provident Wealth Management
Tennessee
$246K -$18.1K -105 -7%
SJL
3008
Shayne & Jacobs LLC
Tennessee
$245K – – –
MKA
3009
M. Kulyk & Associates
Georgia
$244K -$7.94K -46 -3%
AWA
3010
Amplius Wealth Advisors
Pennsylvania
$244K -$119K -692 -32%
PCA
3011
Peddock Capital Advisors
Massachusetts
$244K -$7.08K -41 -3%
TA
3012
TruWealth Advisors
Louisiana
$244K -$1.38K -8 -0.5%
SPI
3013
Santori & Peters Inc
Pennsylvania
$244K +$690 +4 +0.3%
FA
3014
Fermata Advisors
California
$244K +$52.3K +303 +26%
WAS
3015
Wealth Advisory Solutions
Indiana
$243K +$255K +1,475 New
RWI
3016
Red Wave Investments
Pennsylvania
$242K +$863 +5 +0.3%
FF
3017
Farrell Financial
New York
$242K -$213K -1,233 -46%
FI
3018
Finivi Inc
Massachusetts
$241K +$9.15K +53 +4%
LCS
3019
Levin Capital Strategies
New York
$240K -$17.3K -100 -6%
PC
3020
Port Capital
Illinois
$240K -$24.5K -142 -9%
HA
3021
HFG Advisors
Ohio
$240K – – –
G
3022
GenTrust
Florida
$240K +$11.2K +65 +5%
IAG
3023
Investment Advisory Group
Massachusetts
$240K +$28.8K +167 +13%
AWA
3024
Acorn Wealth Advisors
Michigan
$239K +$31.9K +185 +15%
LFG
3025
Lockerman Financial Group
California
$239K +$34K +197 +16%
119 120
121
122 123