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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1226
Cordatus Wealth Management
Pennsylvania
$2.58M +$85.7K +573 +3%
SSW
1227
Stone Summit Wealth
Florida
$2.58M -$94.8K -634 -3%
KWM
1228
Keebeck Wealth Management
Illinois
$2.57M +$370K +2,476 +15%
SC
1229
SouthState Corp
Florida
$2.53M -$290K -1,939 -9%
RSA
1230
River Street Advisors
Illinois
$2.53M +$97K +649 +4%
AWM
1231
Angeles Wealth Management
California
$2.53M -$105K -702 -4%
FAP
1232
Financial Advisory Partners
Florida
$2.52M -$5.23K -35 -0.2%
JCM
1233
Jag Capital Management
Missouri
$2.52M +$19.1K +128 +0.7%
LJHT
1234
Laurie J. Hall Trustee
$2.52M -$203K -1,359 -7%
CWM
1235
Cornerstone Wealth Management
Missouri
$2.5M +$320K +2,141 +13%
FRA
1236
Frank Rimerman Advisors
California
$2.49M -$392K -2,623 -12%
BDPWM
1237
Barnes Dennig Private Wealth Management
Ohio
$2.49M +$1.23M +8,244 +82%
CWA
1238
Carolina Wealth Advisors
South Carolina
$2.48M -$38.3K -256 -1%
AB
1239
ANB Bank
Colorado
$2.48M -$94.1K -629 -3%
WWM
1240
Wolff Wiese Magana
California
$2.48M -$46.4K -310 -2%
CIAS
1241
Capital Investment Advisory Services
North Carolina
$2.48M +$5.53K +37 +0.2%
IA
1242
IFG Advisory
Georgia
$2.47M +$2.73M +18,277 New
PCG
1243
PFC Capital Group
California
$2.47M -$55.6K -372 -2%
BO
1244
Bank OZK
Arkansas
$2.47M -$76K -508 -3%
AWA
1245
Arete Wealth Advisors
Illinois
$2.46M +$166K +1,109 +7%
AL
1246
Aspiriant LLC
California
$2.45M +$79K +528 +3%
FMB
1247
Field & Main Bank
Kentucky
$2.45M +$88.1K +589 +3%
FPCP
1248
Fort Point Capital Partners
California
$2.45M -$198K -1,322 -7%
RIG
1249
RiverFront Investment Group
Virginia
$2.44M +$1.34M +8,973 +99%
SIM
1250
Studio Investment Management
Illinois
$2.43M +$40.1K +268 +2%
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