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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
1751
Lodestar Private Asset Management
California
$1.47M – – –
AIM
1752
Acropolis Investment Management
Missouri
$1.47M -$30.4K -183 -2%
FTWA
1753
Fifth Third Wealth Advisors
Ohio
$1.47M +$124K +747 +9%
MWA
1754
Moser Wealth Advisors
Washington
$1.47M +$37.3K +225 +3%
JWM
1755
JPL Wealth Management
Colorado
$1.47M +$1.43M +8,640 New
FFA
1756
Farther Finance Advisors
California
$1.46M +$580K +3,498 +69%
CCM
1757
Cullen Capital Management
New York
$1.46M -$1.66K -10 -0.1%
WFS
1758
Widmann Financial Services
Maryland
$1.46M +$96.2K +580 +7%
MC
1759
Martin & Co
Tennessee
$1.46M -$96K -579 -6%
LFA
1760
Legacy Financial Advisors
Kentucky
$1.45M -$75K -452 -5%
MFWP
1761
Mosaic Family Wealth Partners
Missouri
$1.45M -$81.1K -489 -5%
GI
1762
GLOBALT Investments
Georgia
$1.45M +$1.42M +8,533 New
PP
1763
PDS Planning
Ohio
$1.45M +$61.4K +370 +5%
NHC
1764
Nicholas Hoffman & Company
Georgia
$1.45M +$41.5K +250 +3%
RCA
1765
Ranch Capital Advisors
Florida
$1.44M +$48.8K +294 +4%
GLR
1766
Great Lakes Retirement
Ohio
$1.44M +$9.12K +55 +0.7%
MCCA
1767
Mill Creek Capital Advisors
Pennsylvania
$1.44M -$29.2K -176 -2%
VWM
1768
Vigilare Wealth Management
Arizona
$1.44M – – –
HBW
1769
Hazlett, Burt & Watson
West Virginia
$1.44M +$59.2K +357 +4%
SFM
1770
Signet Financial Management
New Jersey
$1.44M +$8.46K +51 +0.6%
SIG
1771
Sargent Investment Group
Maryland
$1.43M -$84.1K -507 -6%
CA
1772
Cambridge Advisors
Nebraska
$1.43M – – –
DDC
1773
DF Dent & Co
Maryland
$1.43M +$252K +1,519 +22%
WPA
1774
West Paces Advisors
Georgia
$1.43M -$56.6K -341 -4%
ITIM
1775
Indiana Trust & Investment Management
Indiana
$1.42M -$58.5K -353 -4%
69 70
71
72 73