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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1826
Tempus Wealth Planning
California
$1.06M -$125K -874 -10%
DWAM
1827
Duncan Williams Asset Management
Tennessee
$1.05M +$15.3K +107 +1%
A
1828
Argentarii
Ohio
$1.05M -$40.8K -286 -4%
TBT
1829
Texas Bank & Trust
Texas
$1.05M +$1.43K +10 +0.1%
FW
1830
FullCircle Wealth
Texas
$1.05M +$39.3K +275 +4%
ECM
1831
EagleClaw Capital Management
Massachusetts
$1.05M +$118K +825 +12%
DAC
1832
Dividend Assets Capital
South Carolina
$1.05M -$36.4K -255 -3%
DA
1833
Doliver Advisors
Texas
$1.05M -$97.8K -685 -8%
VWM
1834
VCI Wealth Management
Missouri
$1.04M +$53.4K +374 +5%
PMSA
1835
Patrick M. Sweeney & Associates
Illinois
$1.04M -$428 -3 -0%
MIM
1836
MTM Investment Management
South Carolina
$1.04M -$8.14K -57 -0.8%
PPWM
1837
Paragon Private Wealth Management
Kentucky
$1.04M -$326K -2,280 -24%
SW
1838
SteelPeak Wealth
California
$1.04M -$14.5M -101,726 -93%
SFP
1839
Shepherd Financial Partners
Massachusetts
$1.04M -$49.1K -344 -4%
NB
1840
Nicolet Bankshares
Wisconsin
$1.03M +$21.7K +152 +2%
DWP
1841
Destiny Wealth Partners
Florida
$1.03M +$30.8K +216 +3%
BA
1842
Bridgewater Advisors
New York
$1.03M +$79.4K +556 +8%
PB
1843
Pinnacle Bancorp
Nebraska
$1.03M +$36K +252 +4%
IAS
1844
Insigneo Advisory Services
Florida
$1.03M +$171K +1,199 +20%
ZIG
1845
Zullo Investment Group
Pennsylvania
$1.03M -$20K -140 -2%
PWA
1846
Physician Wealth Advisors
Utah
$1.02M +$36.3K +254 +4%
SJIM
1847
St. Johns Investment Management
Florida
$1.02M +$39.7K +278 +4%
RCG
1848
Regatta Capital Group
California
$1.02M -$53.5K -375 -5%
CA
1849
Carson Advisory
Georgia
$1.01M +$10.3K +72 +1%
SLI
1850
Sumitomo Life Insurance
Japan
$1.01M -$1.02M -7,162 -50%
72 73
74
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