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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1401
Jupiter Wealth Management
Colorado
$1.87M – – –
CGL
1402
Clarius Group LLC
Washington
$1.87M +$301K +2,234 +19%
BFPW
1403
BOK Financial Private Wealth
Colorado
$1.86M -$279K -2,069 -13%
MFC
1404
Mechanics Financial Corp
Ohio
$1.86M +$943 +7 +0%
CAU
1405
Caxton Associates (UK)
$1.85M +$1.66M +12,347 +738%
NW
1406
Naviter Wealth
Arkansas
$1.85M -$168K -1,245 -8%
TPWM
1407
Twelve Points Wealth Management
Massachusetts
$1.85M +$78.7K +584 +4%
TCA
1408
Transcend Capital Advisors
New Jersey
$1.85M -$2.34M -17,403 -55%
XF
1409
XML Financial
Maryland
$1.85M -$5.25K -39 -0.3%
AWCI
1410
Alpine Woods Capital Investors
New York
$1.84M -$1.59M -11,810 -46%
EHWM
1411
Eads & Heald Wealth Management
Georgia
$1.84M +$143K +1,064 +8%
CWP
1412
Cyndeo Wealth Partners
Florida
$1.84M -$9.29K -69 -0.5%
FIA
1413
Foundations Investment Advisors
Arizona
$1.84M -$48.8K -362 -3%
3IP
1414
3Chopt Investment Partners
Virginia
$1.84M -$34.8K -258 -2%
IIL
1415
Insight Inv LLC
California
$1.84M -$23.3K -173 -1%
USCWA
1416
U.S. Capital Wealth Advisors
Texas
$1.83M -$135 -1 -0%
SEP
1417
Southland Equity Partners
Missouri
$1.83M +$22.4K +166 +1%
PWM
1418
Peterson Wealth Management
Nevada
$1.83M -$871K -6,466 -32%
KCM
1419
Kerusso Capital Management
North Carolina
$1.83M +$943 +7 +0.1%
WOC
1420
West Oak Capital
California
$1.83M +$306K +2,270 +20%
EPAM
1421
Evelyn Partners Asset Management
$1.83M -$747K -5,545 -29%
PCG
1422
Prosperity Consulting Group
Maryland
$1.83M +$52K +386 +3%
MWA
1423
Midland Wealth Advisors
Illinois
$1.83M -$111K -826 -6%
OPW
1424
Oxler Private Wealth
New York
$1.82M -$45.1K -335 -2%
SAI
1425
Savvy Advisors Inc
New York
$1.82M +$336K +2,497 +22%
55 56
57
58 59