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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1301
Western Wealth Management
Colorado
$2.25M +$53.4K +357 +2%
GSWM
1302
Greenup Street Wealth Management
Michigan
$2.24M +$1M +6,689 +68%
DCM
1303
Donaldson Capital Management
Indiana
$2.23M -$68.5K -458 -3%
DTL
1304
Dynamic Technology Lab
Singapore
$2.23M +$1.27M +8,461 +106%
HA
1305
Hamel Associates
New Jersey
$2.23M -$15K -100 -0.6%
PWS
1306
Peloton Wealth Strategists
Indiana
$2.22M – – –
HNB
1307
Hilltop National Bank
Wyoming
$2.22M -$26.8K -179 -1%
SAW
1308
Signal Advisors Wealth
Michigan
$2.22M -$144K -964 -6%
BWP
1309
Baldwin Wealth Partners
Massachusetts
$2.22M -$343K -2,292 -12%
ATC
1310
Adirondack Trust Company
New York
$2.22M -$90.6K -606 -4%
MA
1311
MONECO Advisors
Connecticut
$2.22M +$673K +4,504 +38%
COI
1312
Connable Office Inc
Michigan
$2.21M +$12.1K +81 +0.5%
AOWM
1313
Alpha Omega Wealth Management
Virginia
$2.21M – – –
LC
1314
Lavaca Capital
Texas
$2.21M +$1.57M +10,524 +182%
AIM
1315
Aspen Investment Management
Michigan
$2.21M +$29.5K +197 +1%
SWP
1316
Sagespring Wealth Partners
Tennessee
$2.21M -$261K -1,743 -10%
PWP
1317
Prasad Wealth Partners
Ohio
$2.19M +$1.5K +10 +0.1%
KFGK
1318
Keystone Financial Group (Kentucky)
Kentucky
$2.19M -$508K -3,400 -17%
HHAA
1319
Henry H. Armstrong Associates
Pennsylvania
$2.18M – – –
RWM
1320
RKL Wealth Management
Pennsylvania
$2.18M +$64.9K +434 +3%
BHCM
1321
Brevan Howard Capital Management
Jersey
$2.18M +$2.41M +16,109 New
NEI
1322
Northwest & Ethical Investments
Ontario, Canada
$2.18M -$2.22M -14,865 -48%
SS
1323
SBI Securities
Japan
$2.18M -$15.4K -103 -0.6%
VA
1324
VestGen Advisors
Illinois
$2.17M -$779K -5,209 -25%
AWA
1325
ARQ Wealth Advisors
Arizona
$2.17M -$1.1M -7,381 -32%
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