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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
1701
Jackson Thornton Wealth Management
Alabama
$1.39M +$123K +791 +10%
FFN
1702
Focus Financial Network
Minnesota
$1.38M -$53.8K -345 -4%
MWM
1703
MOKAN Wealth Management
Kansas
$1.38M -$702K -4,507 -34%
MFS
1704
McNamara Financial Services
Massachusetts
$1.38M – – –
SW
1705
StrongBox Wealth
Missouri
$1.38M -$282K -1,807 -17%
HCP
1706
Hexagon Capital Partners
Arkansas
$1.38M +$1.38M +8,871 New
HCM
1707
Highview Capital Management
Illinois
$1.38M +$1.38M +8,866 New
GA
1708
GoalVest Advisory
New York
$1.38M -$30.4K -195 -2%
BI
1709
Ballast Inc
Kentucky
$1.37M +$17K +109 +1%
EWM
1710
Elmwood Wealth Management
California
$1.37M -$68.9K -442 -5%
FSA
1711
Fort Sheridan Advisors
Illinois
$1.37M +$51.9K +333 +4%
ACM
1712
Accent Capital Management
Ohio
$1.36M -$94.4K -606 -6%
WAOTB
1713
Wealth Advisors of Tampa Bay
Florida
$1.36M -$42.9K -275 -3%
PTFIS
1714
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.36M – – –
WA
1715
Waddell & Associates
Tennessee
$1.35M -$349K -2,238 -20%
SWM
1716
Sterling Wealth Management
Illinois
$1.35M -$4.36K -28 -0.3%
DBIA
1717
Dumont & Blake Investment Advisors
New Jersey
$1.35M -$23.4K -150 -2%
AWM
1718
Aviso Wealth Management
Washington
$1.35M +$7.95K +51 +0.6%
AIMA
1719
Ables Iannone Moore & Associates
Georgia
$1.35M -$59.8K -384 -4%
LFA
1720
Legacy Financial Advisors
Kentucky
$1.35M +$20.3K +130 +2%
SFCL
1721
Strengthening Families & Communities LLC
Massachusetts
$1.35M +$1.35M +8,666 New
NCM
1722
Northside Capital Management
Oregon
$1.34M -$981K -6,298 -42%
AAM
1723
Augustine Asset Management
Florida
$1.34M -$15.6K -100 -1%
FDCP
1724
Foster Dykema Cabot & Partners
Massachusetts
$1.33M -$87.6K -562 -6%
WC
1725
Wynn Capital
Georgia
$1.33M -$38.2K -245 -3%
67 68
69
70 71