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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MDA
1801
Minot DeBlois Advisors
Massachusetts
$1.24M +$1.33M +8,138 New
CWP
1802
Core Wealth Partners
California
$1.24M – – –
NHC
1803
Nicholas Hoffman & Company
Georgia
$1.23M -$16.9K -103 -1%
SMA
1804
Sage Mountain Advisors
Georgia
$1.23M -$61.6K -376 -4%
LPAM
1805
Lodestar Private Asset Management
California
$1.22M -$14.7K -90 -1%
NME
1806
Notis-McConarty Edward
$1.22M -$361K -2,204 -22%
TWP
1807
Tempus Wealth Planning
California
$1.22M +$3.11K +19 +0.2%
MSFS
1808
Main Street Financial Solutions
Pennsylvania
$1.22M -$31.1K -190 -2%
WFS
1809
Widmann Financial Services
Maryland
$1.22M -$16.4K -100 -1%
WAM
1810
WNY Asset Management
New York
$1.22M -$36.9K -225 -3%
AWM
1811
Aberdeen Wealth Management
Illinois
$1.22M -$43.1K -263 -3%
MC
1812
Martin & Co
Tennessee
$1.22M -$53.7K -328 -4%
SAF
1813
Smith Anglin Financial
Texas
$1.22M -$37.7K -230 -3%
DAS
1814
Diversify Advisory Services
Utah
$1.21M -$1.79M -10,926 -56%
LFA
1815
Legacy Financial Advisors
Kentucky
$1.21M -$236K -1,442 -15%
CCA
1816
Coign Capital Advisors
Utah
$1.21M +$1.31M +7,974 New
PA
1817
PFG Advisors
Arizona
$1.21M -$310K -1,893 -19%
GWP
1818
Gen-Wealth Partners
Michigan
$1.21M +$179K +1,094 +16%
A
1819
Argentarii
Ohio
$1.21M +$1.3M +7,960 New
SPF
1820
South Plains Financial
Texas
$1.21M +$1.3M +7,953 New
WG
1821
Wealth Group
North Carolina
$1.21M -$14.9K -91 -1%
GL
1822
Graypoint LLC
New York
$1.21M -$399K -2,437 -24%
GIP
1823
Greatmark Investment Partners
Georgia
$1.21M +$227K +1,384 +21%
TBT
1824
Texas Bank & Trust
Texas
$1.2M +$1.3M +7,917 New
AIMA
1825
Ables Iannone Moore & Associates
Georgia
$1.2M +$114K +696 +10%
71 72
73
74 75