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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DLHL
1851
Donald L. Hagan LLC
Florida
$1.25M +$180K +1,041 +16%
SAM
1852
Summit Asset Management
Tennessee
$1.25M +$72K +417 +6%
GWAG
1853
Garrett Wealth Advisory Group
Texas
$1.24M +$863 +5 +0.1%
GFG
1854
Goldstone Financial Group
Illinois
$1.24M -$37.1K -215 -3%
SAM
1855
SignalPoint Asset Management
Missouri
$1.24M -$2.42K -14 -0.2%
LCM
1856
LCM Capital Management
Illinois
$1.24M +$23.1K +134 +2%
FWA
1857
FSM Wealth Advisors
Ohio
$1.23M +$11K +64 +0.9%
HI
1858
Hudock Inc
Pennsylvania
$1.23M +$36.1K +209 +3%
CBT
1859
CoreFirst Bank & Trust
Kansas
$1.23M -$75.9K -440 -6%
BIG
1860
Brooklyn Investment Group
New York
$1.23M – – –
SAM
1861
Strategy Asset Managers
California
$1.22M -$7.77K -45 -0.7%
WI
1862
WrapManager Inc
California
$1.22M +$33.1K +192 +3%
CWP
1863
Curated Wealth Partners
California
$1.22M +$1.27M +7,370 New
AWC
1864
Adamsbrown Wealth Consultants
Kansas
$1.21M +$48K +278 +4%
MPW
1865
Monterey Private Wealth
California
$1.21M -$53K -307 -4%
SFP
1866
Shepherd Financial Partners
Massachusetts
$1.21M -$1.38K -8 -0.1%
PWA
1867
Phoenix Wealth Advisors
North Carolina
$1.21M +$38.5K +223 +3%
BFG
1868
Berger Financial Group
Minnesota
$1.21M -$32.4K -188 -2%
PEA
1869
Park Edge Advisors
Ohio
$1.21M – – –
PIA
1870
Pinion Investment Advisors
Kansas
$1.21M +$36.6K +212 +3%
DAM
1871
Doheny Asset Management
California
$1.21M – – –
PB
1872
Pinnacle Bancorp
Nebraska
$1.2M -$11.4K -66 -0.9%
PWP
1873
Precedent Wealth Partners
Texas
$1.2M +$126K +732 +11%
GSC
1874
Ground Swell Capital
South Carolina
$1.2M +$1.25M +7,260 New
AIM
1875
Arcadia Investment Management
Michigan
$1.2M -$202K -1,173 -14%
73 74
75
76 77