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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1601
Paragon Private Wealth Management
Kentucky
$1.59M -$141K -948 -8%
CFO
1602
Callan Family Office
Pennsylvania
$1.58M -$312K -2,093 -17%
RC
1603
Rahlfs Capital
Texas
$1.58M – – –
GSWM
1604
Greenup Street Wealth Management
Michigan
$1.58M -$358K -2,402 -19%
GL
1605
Graypoint LLC
New York
$1.57M +$383K +2,574 +32%
WP
1606
WealthShield Partners
North Carolina
$1.57M +$122K +823 +9%
AIM
1607
AHL Investment Management
Florida
$1.57M -$7.44K -50 -0.5%
RZH
1608
Relyea Zuckerberg Hanson
Connecticut
$1.57M -$164K -1,099 -10%
WBC
1609
Westpac Banking Corp
Australia
$1.56M -$825K -5,542 -35%
BOPW
1610
Brandywine Oak Private Wealth
Pennsylvania
$1.56M -$98.2K -660 -6%
WIA
1611
Westbourne Investment Advisors
Maryland
$1.55M -$4.02K -27 -0.3%
AF
1612
Arrow Financial
New York
$1.55M -$1.06M -7,105 -41%
NWAG
1613
Net Worth Advisory Group
Utah
$1.55M +$159K +1,065 +12%
B
1614
Birchbrook
Maine
$1.55M -$50.8K -341 -3%
CHJWM
1615
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.54M -$11.2K -75 -0.7%
BCM
1616
Becker Capital Management
Oregon
$1.54M +$4.02K +27 +0.3%
RCA
1617
Ranch Capital Advisors
Florida
$1.54M +$160K +1,073 +12%
PFSC
1618
Peoples Financial Services Corp
Pennsylvania
$1.54M – – –
RRA
1619
Round Rock Advisors
Connecticut
$1.54M -$26.2K -176 -2%
DA
1620
Detalus Advisors
Missouri
$1.54M -$75.9K -510 -5%
I
1621
InceptionR
California
$1.53M -$171K -1,152 -10%
FCAS
1622
First Command Advisory Services
Texas
$1.53M -$144K -965 -9%
OAM
1623
Oxford Asset Management
United Kingdom
$1.53M +$1.52M +10,223 New
SWP
1624
Sagespring Wealth Partners
Tennessee
$1.53M +$39.6K +266 +3%
AFP
1625
Ausdal Financial Partners
Iowa
$1.53M +$4.02K +27 +0.3%
63 64
65
66 67