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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1276
Finer Wealth Management
Massachusetts
$2.52M +$66.3K +464 +3%
AC
1277
AlphaCore Capital
California
$2.51M +$96.5K +676 +4%
AWE
1278
Avidian Wealth Enterprises
Texas
$2.51M +$194K +1,357 +8%
CAS
1279
Coppell Advisory Solutions
Texas
$2.51M +$1.14M +8,013 +81%
FRA
1280
Frank Rimerman Advisors
California
$2.51M +$625K +4,377 +33%
LKIM
1281
Lawson Kroeker Investment Management
Nebraska
$2.5M +$37.6K +263 +1%
NFG
1282
Nations Financial Group
Iowa
$2.5M -$29K -203 -1%
CAM
1283
Cozad Asset Management
Illinois
$2.49M -$54.4K -381 -2%
CFG
1284
Chapman Financial Group
Hawaii
$2.49M +$176K +1,234 +7%
SI
1285
Sava Infond
Slovenia
$2.47M +$286K +2,000 +13%
VA
1286
Valmark Advisers
Ohio
$2.47M -$12.3K -86 -0.5%
WB
1287
Webster Bank
Connecticut
$2.46M -$216K -1,516 -8%
WPC
1288
White Pine Capital
Minnesota
$2.45M +$58.4K +409 +2%
AWA
1289
Arete Wealth Advisors
Illinois
$2.45M +$75.5K +529 +3%
ORG
1290
Optimist Retirement Group
Washington
$2.44M +$273K +1,909 +12%
DFA
1291
Delta Financial Advisors
Louisiana
$2.44M +$8.85K +62 +0.4%
EA
1292
Ellsworth Advisors
Ohio
$2.44M +$134K +938 +6%
SIM
1293
Studio Investment Management
Illinois
$2.43M -$151K -1,058 -6%
BCV
1294
Banque Cantonale Vaudoise
Switzerland
$2.4M -$151K -1,057 -6%
AFP
1295
Ausdal Financial Partners
Iowa
$2.4M +$555K +3,885 +29%
HHAA
1296
Henry H. Armstrong Associates
Pennsylvania
$2.4M -$1.86K -13 -0.1%
AL
1297
Aspiriant LLC
California
$2.4M -$234K -1,641 -9%
RHDIC
1298
R.H. Dinel Investment Counsel
California
$2.39M – – –
ST
1299
Sentinel Trust
Texas
$2.38M – – –
MWM
1300
Mission Wealth Management
California
$2.37M -$109K -761 -4%
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