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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PM
1501
Phraction Management
Connecticut
$1.82M +$1.15M +7,735 +176%
MWM
1502
MOKAN Wealth Management
Kansas
$1.82M +$167K +1,120 +10%
SBIA
1503
Sheaff Brock Investment Advisors
Indiana
$1.82M +$91.4K +614 +5%
PAI
1504
Pittenger & Anderson Inc
Nebraska
$1.81M -$10.8M -72,754 -86%
GFPC
1505
Global Financial Private Client
Florida
$1.81M +$57.5K +386 +3%
GPA
1506
Garrison Point Advisors
California
$1.81M +$52.7K +354 +3%
JIP
1507
Jaffetilchin Investment Partners
Florida
$1.81M -$41.1K -276 -2%
DAS
1508
DMKC Advisory Services
Iowa
$1.81M +$59.1K +397 +3%
VA
1509
VestGen Advisors
Illinois
$1.81M +$1.79M +12,044 New
MIC
1510
Means Investment Company
Maine
$1.81M +$168K +1,129 +10%
CIAS
1511
Capital Investment Advisory Services
North Carolina
$1.8M +$405K +2,721 +29%
TCMP
1512
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.8M -$771K -5,180 -30%
BW
1513
Basepoint Wealth
Iowa
$1.8M -$810K -5,443 -31%
KFS
1514
Kurt F. Somerville
$1.79M -$538K -3,615 -23%
PWM
1515
Partnership Wealth Management
Maryland
$1.79M – – –
OFS
1516
OneAscent Financial Services
Alabama
$1.79M +$1.01M +6,764 +131%
CGL
1517
Clarius Group LLC
Washington
$1.79M -$177K -1,187 -9%
CWM
1518
Cornerstone Wealth Management
Missouri
$1.78M -$253K -1,697 -12%
GA
1519
GoalVest Advisory
New York
$1.78M +$418K +2,806 +31%
FA
1520
Fiduciary Alliance
South Carolina
$1.78M -$542K -3,642 -23%
PL
1521
Perpetual Ltd
Australia
$1.78M -$519K -3,486 -23%
CFA
1522
CWS Financial Advisors
Michigan
$1.78M +$107K +719 +6%
AP
1523
Advisors Preferred
Maryland
$1.77M +$1.34M +8,996 +315%
FFN
1524
Focus Financial Network
Minnesota
$1.77M -$312K -2,096 -15%
TCM
1525
Tandem Capital Management
New Jersey
$1.77M -$277K -1,858 -14%
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