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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1701
Brasada Capital Management
Texas
$1.41M +$786K +4,684 +125%
VWM
1702
Vigilare Wealth Management
Arizona
$1.41M -$75K -447 -5%
LSPW
1703
Lake Street Private Wealth
Illinois
$1.41M +$52K +310 +4%
MFS
1704
McNamara Financial Services
Massachusetts
$1.41M +$16.6K +99 +1%
APWM
1705
Atlas Private Wealth Management
New York
$1.41M +$241K +1,436 +21%
CPIG
1706
Chicago Partners Investment Group
Illinois
$1.41M +$38.4K +229 +3%
ACP
1707
Aviance Capital Partners
Florida
$1.4M -$30.4K -181 -2%
JE
1708
JMAC Enterprises
Pennsylvania
$1.4M +$4.53K +27 +0.3%
GLLW
1709
Graves Light Lenhart Wealth
Virginia
$1.39M -$33.6K -200 -2%
LAIC
1710
Lederer & Associates Investment Counsel
California
$1.39M -$12.8K -76 -0.9%
BO
1711
BRR OpCo
Ohio
$1.39M +$489K +2,912 +54%
WAM
1712
WNY Asset Management
New York
$1.38M -$57.1K -340 -4%
MWA
1713
Moser Wealth Advisors
Washington
$1.38M +$136K +812 +11%
FWP
1714
FAS Wealth Partners
Kansas
$1.38M +$244K +1,456 +21%
AIM
1715
Aurora Investment Managers
Florida
$1.38M +$1.39M +8,252 New
CPA
1716
Court Place Advisors
Maryland
$1.38M -$208K -1,240 -13%
MCM
1717
Mill Capital Management
North Carolina
$1.38M +$133K +792 +11%
FL
1718
Fort LP
Maryland
$1.37M -$124K -738 -8%
NF
1719
NTB Financial
Colorado
$1.36M -$13.4K -80 -1%
KC
1720
Knuff & Co
California
$1.36M -$19.1K -114 -1%
BS
1721
Banco Santander
Spain
$1.36M +$531K +3,162 +64%
MSFS
1722
Main Street Financial Solutions
Pennsylvania
$1.36M +$2.52K +15 +0.2%
AFP
1723
Ausdal Financial Partners
Iowa
$1.36M -$53.1K -316 -4%
ICM
1724
IMS Capital Management
Oregon
$1.35M +$170K +1,011 +14%
PTC
1725
Philadelphia Trust Company
Pennsylvania
$1.35M +$225K +1,342 +20%
67 68
69
70 71