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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FSG
1026
Financial Strategies Group
Michigan
$4.7M +$1.09M +6,340 +28%
JAG
1027
Journey Advisory Group
Kentucky
$4.69M -$259K -1,499 -5%
BAM
1028
Belpointe Asset Management
Nevada
$4.69M +$76.1K +441 +2%
MA
1029
Mutual Advisors
Nebraska
$4.69M +$41.9K +243 +0.9%
LRIC
1030
Long Road Investment Counsel
Michigan
$4.67M – – –
MWA
1031
Midland Wealth Advisors
Illinois
$4.65M -$179K -1,039 -4%
WC
1032
Westhampton Capital
North Carolina
$4.63M +$51.8K +300 +1%
HI
1033
Harbour Investments
Wisconsin
$4.63M +$166K +962 +4%
PWMAG
1034
Pinnacle Wealth Management Advisory Group
New Jersey
$4.62M -$160K -926 -3%
MMG
1035
Monetary Management Group
Missouri
$4.61M +$173K +1,000 +4%
SF
1036
Slagle Financial
Illinois
$4.6M +$412K +2,389 +9%
SSW
1037
Stone Summit Wealth
Florida
$4.6M -$37.6K -218 -0.8%
RWM
1038
RBA Wealth Management
California
$4.6M +$20.7K +120 +0.4%
MF
1039
Magnetar Financial
Illinois
$4.59M +$4.81M +27,846 New
BJL
1040
Brighton Jones LLC
Washington
$4.59M +$286K +1,655 +6%
TCM
1041
Twin Capital Management
Pennsylvania
$4.58M -$298K -1,724 -6%
NIC
1042
Northwest Investment Counselors
Oregon
$4.58M -$63K -365 -1%
LCM
1043
LVM Capital Management
Michigan
$4.57M +$173K +1,002 +4%
TCOO
1044
Trust Company of Oklahoma
Oklahoma
$4.57M -$24.2K -140 -0.5%
MIP
1045
Marietta Investment Partners
Wisconsin
$4.54M – – –
KFP
1046
KMG Fiduciary Partners
Ohio
$4.52M -$49.7K -288 -1%
HCA
1047
Harbour Capital Advisors
Virginia
$4.52M +$26.8K +155 +0.6%
HCM
1048
Hall Capital Management
Rhode Island
$4.52M +$89.9K +521 +2%
SMFG
1049
Sumitomo Mitsui Financial Group
Japan
$4.51M +$481K +2,787 +11%
GRP
1050
Global Retirement Partners
California
$4.51M -$1.82M -10,572 -28%
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