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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ITC
951
Inspire Trust Company
Nevada
$4.47M – – –
MWM
952
Modern Wealth Management
Kansas
$4.47M +$1.8M +12,009 +57%
HFS
953
Hantz Financial Services
Michigan
$4.46M -$322K -2,152 -6%
KC
954
Kinloch Capital
Virginia
$4.44M +$310K +2,076 +7%
CC
955
Constitution Capital
Connecticut
$4.43M -$172K -1,152 -3%
TCMP
956
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.42M +$676K +4,520 +16%
SIM
957
Sterling Investment Management
Arizona
$4.39M -$111K -741 -2%
SCM
958
Stonebridge Capital Management
California
$4.38M -$549K -3,671 -10%
AWE
959
Avidian Wealth Enterprises
Texas
$4.38M -$4.93K -33 -0.1%
FCM
960
Fourpath Capital Management
Oklahoma
$4.37M +$74.3K +497 +2%
CA
961
Cullinan Associates
Kentucky
$4.35M +$11.7K +78 +0.2%
AHC
962
Adell Harriman & Carpenter
Texas
$4.35M -$2.24K -15 -0%
S
963
SignatureFD
Georgia
$4.35M -$545K -3,642 -10%
NB
964
Northwest Bancshares
Pennsylvania
$4.34M +$497K +3,321 +12%
BCFS
965
Butensky & Cohen Financial Security
Florida
$4.34M +$164K +1,096 +4%
SCM
966
Spring Capital Management
Texas
$4.33M +$221K +1,478 +5%
GWMR
967
GC Wealth Management RIA
Massachusetts
$4.32M -$810K -5,419 -15%
CW
968
CreativeOne Wealth
Kansas
$4.32M -$2.6M -17,412 -35%
SEEDPG
969
S.E.E.D. Planning Group
New York
$4.31M +$399K +2,667 +9%
ISB
970
Iowa State Bank
Iowa
$4.31M +$21.5K +144 +0.5%
BG
971
Bollard Group
Massachusetts
$4.31M +$48.6K +325 +1%
LAM
972
L2 Asset Management
Massachusetts
$4.3M +$3.4M +22,768 +252%
CAM
973
Columbia Asset Management
Michigan
$4.3M -$29K -194 -0.6%
SLT
974
St Louis Trust
Missouri
$4.28M – – –
RPC
975
Rossmore Private Capital
Connecticut
$4.28M +$52.2K +349 +1%
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