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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
1851
San Luis Wealth Advisors
California
$840K +$805K +5,665 New
SLA
1852
Silver Lake Advisory
Utah
$839K +$1.99K +14 +0.2%
ECM
1853
Elgethun Capital Management
South Dakota
$838K -$30.4K -214 -4%
PBO
1854
Peoples Bank (Ohio)
Ohio
$834K -$62.5K -440 -7%
BLAM
1855
Bourne Lent Asset Management
New York
$834K – – –
FCA
1856
FinTrust Capital Advisors
South Carolina
$827K -$24.6K -173 -3%
CG
1857
Clarus Group
Texas
$827K +$879K +6,181 New
RAM
1858
Redmond Asset Management
Virginia
$825K +$52.6K +370 +7%
FG
1859
Foster Group
Iowa
$825K +$798K +5,614 New
REMPR
1860
Roof Eidam Maycock Peralta (REMP)
California
$824K -$147K -1,035 -16%
CC
1861
Cadinha & Co
Hawaii
$824K -$31.8K -224 -4%
SCI
1862
Stableford Capital II
Arizona
$822K +$788K +5,543 New
SDAM
1863
Shulman DeMeo Asset Management
New York
$821K +$80.6K +567 +11%
BO
1864
BRR OpCo
Ohio
$819K -$59.1K -416 -7%
LSPW
1865
Lake Street Private Wealth
Illinois
$818K +$22.9K +161 +3%
WTFG
1866
Wells Trecaso Financial Group
Ohio
$817K +$28.4K +200 +4%
RCA
1867
Ranch Capital Advisors
Florida
$816K +$77.7K +547 +11%
CCM
1868
Carlson Capital Management
Minnesota
$815K +$3.84K +27 +0.5%
EW
1869
Evoke Wealth
California
$815K +$52.3K +368 +7%
AIM
1870
Alhambra Investment Management
Florida
$814K – – –
VFPI
1871
Vantage Financial Partners (Illinois)
Illinois
$813K +$199K +1,399 +34%
AG
1872
AIA Group
Hong Kong
$813K +$837K +5,888 New
APC
1873
Aspire Private Capital
North Carolina
$811K -$17.9K -126 -2%
AWG
1874
Altus Wealth Group
Colorado
$808K +$774K +5,447 New
HBWM
1875
Hollow Brook Wealth Management
New York
$807K +$18.3K +129 +2%
73 74
75
76 77