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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1501
Golden State Equity Partners
California
$1.87M +$1.18M +7,591 +170%
DW30
1502
Drucker Wealth 3.0
New Jersey
$1.87M +$99.4K +638 +6%
JWM
1503
Jupiter Wealth Management
Colorado
$1.87M – – –
PAM
1504
Paradigm Asset Management
New York
$1.87M – – –
SG
1505
Sienna Gestion
France
$1.86M – – –
PWM
1506
Partnership Wealth Management
Maryland
$1.86M +$22.1K +142 +1%
WIA
1507
Westbourne Investment Advisors
Maryland
$1.86M – – –
WAAG
1508
Wealth Alliance Advisory Group
Kansas
$1.84M +$7.95K +51 +0.4%
MA
1509
MONECO Advisors
Connecticut
$1.84M -$315K -2,022 -15%
MFA
1510
Mayflower Financial Advisors
Massachusetts
$1.84M +$145K +929 +9%
BC
1511
Bridgefront Capital
Texas
$1.84M +$1.84M +11,840 New
BAAM
1512
Baker Avenue Asset Management
California
$1.82M +$438K +2,813 +31%
SIG
1513
Sargent Investment Group
Maryland
$1.82M -$49.9K -320 -3%
BIM
1514
Baldwin Investment Management
Pennsylvania
$1.82M +$3.9K +25 +0.2%
V
1515
VeraBank
Texas
$1.82M -$89K -571 -5%
CLA
1516
Carnegie Lake Advisors
New Jersey
$1.81M – – –
CFIA
1517
Cantor Fitzgerald Investment Advisors
New York
$1.81M -$277K -1,780 -13%
TPWM
1518
Twelve Points Wealth Management
Massachusetts
$1.81M -$18.5K -119 -1%
BFA
1519
Buttonwood Financial Advisors
Maryland
$1.81M -$90.1K -578 -5%
EI
1520
EDMP Inc
Florida
$1.8M -$15.1K -97 -0.8%
BBI
1521
Baxter Bros Inc
Connecticut
$1.8M -$1.56K -10 -0.1%
WBCM
1522
Wilson & Boucher Capital Management
California
$1.8M -$31.6K -203 -2%
JGC
1523
J. Goldman & Co
New York
$1.8M +$1.81M +11,600 New
PBK
1524
Peoples Bank (Kansas)
Kansas
$1.79M -$40.5K -260 -2%
RL
1525
Rogco LP
Oklahoma
$1.79M -$11.4K -73 -0.6%
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