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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1301
Resonant Capital Advisors
Wisconsin
$2.96M +$268K +1,642 +11%
MIM
1302
Moseley Investment Management
Florida
$2.94M -$47.7K -292 -2%
BCM
1303
Brookmont Capital Management
Texas
$2.94M -$121K -740 -4%
CG
1304
CFO4Life Group
Texas
$2.93M -$234K -1,435 -8%
DFA
1305
Delta Financial Advisors
Louisiana
$2.93M +$12.7K +78 +0.5%
AP
1306
Americana Partners
Texas
$2.92M +$1.27M +7,783 +86%
SP
1307
Symmetry Partners
Connecticut
$2.92M -$372K -2,279 -12%
KC
1308
Kinloch Capital
Virginia
$2.91M +$210K +1,287 +8%
BDF
1309
Balasa Dinverno & Foltz
$2.91M +$285K +1,745 +12%
EHWM
1310
Eads & Heald Wealth Management
Georgia
$2.9M -$17.8K -109 -0.6%
BW
1311
Basepoint Wealth
Iowa
$2.9M +$2.73M +16,706 New
TGAM
1312
TBH Global Asset Management
Tennessee
$2.9M -$35.9K -220 -1%
FFA
1313
First Foundation Advisors
California
$2.89M +$40K +245 +1%
SEEDPG
1314
S.E.E.D. Planning Group
New York
$2.88M -$119K -731 -4%
VIA
1315
Vident Investment Advisory
Georgia
$2.88M +$40.2K +246 +2%
CAAS
1316
Capital Asset Advisory Services
Michigan
$2.87M -$40.8K -250 -1%
AIM
1317
AMI Investment Management
Indiana
$2.87M -$10.8K -66 -0.4%
OPS
1318
Orion Portfolio Solutions
Nebraska
$2.87M +$40.5K +248 +2%
SEC
1319
Seven Eight Capital
New York
$2.87M +$2.7M +16,517 New
KFGK
1320
Keystone Financial Group (Kentucky)
Kentucky
$2.86M -$2.45K -15 -0.1%
SAM
1321
Synergy Asset Management
Washington
$2.85M +$205K +1,255 +8%
ATPW
1322
Ashton Thomas Private Wealth
Arizona
$2.85M +$1.36M +8,302 +103%
IPW
1323
Inlet Private Wealth
Florida
$2.83M – – –
PM
1324
Phraction Management
Connecticut
$2.83M +$2.66M +16,266 New
NAMP
1325
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.83M +$12.3K +75 +0.5%
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