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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FPL
3076
Fortress Private Ledger
North Carolina
$238K -$17.8K -121 -7%
AFA
3077
American Financial Advisors
Georgia
$238K -$9.99K -68 -4%
LFG
3078
Lazard Frères Gestion
France
$238K – – –
SA
3079
Skyline Advisors
Washington
$238K – – –
PCA
3080
Providence Capital Advisors
North Carolina
$237K -$48.5K -330 -17%
FCG
3081
Fielder Capital Group
Tennessee
$237K +$243K +1,654 New
FFG
3082
Fiduciary Financial Group
California
$237K +$3.67K +25 +2%
SWM
3083
Sherman Wealth Management
Maryland
$237K +$243K +1,653 New
CWM
3084
Chemistry Wealth Management
New York
$237K – – –
CEI
3085
Clark Estates Inc
New York
$237K +$242K +1,650 New
FCM
3086
Firestone Capital Management
Florida
$237K -$441 -3 -0.2%
SPP
3087
Single Point Partners
Massachusetts
$236K – – –
FWP
3088
Family Wealth Partners
North Carolina
$236K -$43.3K -295 -15%
CF
3089
Convergence Financial
Missouri
$236K -$441 -3 -0.2%
BWFA
3090
Baltimore-Washington Financial Advisors
Maryland
$235K -$188K -1,278 -44%
CA
3091
Cortland Associates
Missouri
$235K – – –
FP
3092
Financial Perspectives
Minnesota
$235K – – –
AWP
3093
Avid Wealth Partners
Texas
$235K +$240K +1,634 New
RA
3094
Rise Advisors
New York
$235K -$28.9K -197 -11%
IFO
3095
Independent Family Office
New York
$235K – – –
CAAM
3096
Cornerstone Advisors Asset Management
Pennsylvania
$235K +$22.5K +153 +10%
OBGC
3097
O'Brien Greene & Co
Pennsylvania
$235K +$29.7K +202 +14%
PAS
3098
PKS Advisory Services
New York
$234K -$4.85K -33 -2%
RFA
3099
Resurgent Financial Advisors
Georgia
$234K +$2.35K +16 +1%
RS
3100
R Squared
Hong Kong
$234K +$240K +1,632 New
122 123
124
125 126