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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1851
McGlone Suttner Wealth Management
Wisconsin
$971K +$21.7K +161 +2%
AFG
1852
ABLE Financial Group
Arizona
$971K +$64.8K +481 +7%
AIM
1853
Acropolis Investment Management
Missouri
$969K -$81.1K -602 -8%
BA
1854
Bridgewater Advisors
New York
$965K +$10.6K +79 +1%
PPWP
1855
Premier Path Wealth Partners
New Jersey
$965K -$186K -1,382 -16%
TFA
1856
Transamerica Financial Advisors
Florida
$955K +$105K +779 +12%
GSEP
1857
Golden State Equity Partners
California
$955K -$141K -1,045 -13%
AC
1858
Asio Capital
Kentucky
$955K -$3.21M -23,816 -77%
WPA
1859
West Paces Advisors
Georgia
$955K -$173K -1,284 -15%
CAM
1860
Chesapeake Asset Management
New York
$953K -$247K -1,830 -20%
GLLW
1861
Graves Light Lenhart Wealth
Virginia
$952K -$41.5K -308 -4%
NB
1862
Nicolet Bankshares
Wisconsin
$952K -$25.6K -190 -3%
SAM
1863
Summit Asset Management
Tennessee
$951K -$29.4K -218 -3%
IAG
1864
Ipsen Advisor Group
Arkansas
$950K +$541K +4,017 +127%
CTFG
1865
Capstone Triton Financial Group
Oklahoma
$949K +$969K +7,190 New
PIA
1866
Panoramic Investment Advisors
Colorado
$949K -$13.6K -101 -1%
FMTC
1867
Farmers & Merchants Trust Company
California
$948K +$189K +1,403 +24%
AP
1868
Advisors Preferred
Maryland
$947K -$653K -4,850 -41%
NICM
1869
Neo Ivy Capital Management
New York
$944K +$964K +7,153 New
SAM
1870
Sawgrass Asset Management
Florida
$942K -$11.2M -83,173 -92%
CA
1871
Carson Advisory
Georgia
$942K +$103K +767 +12%
KIC
1872
Keating Investment Counselors
Florida
$941K – – –
AWM
1873
Aprio Wealth Management
Georgia
$941K +$344K +2,557 +56%
ITIM
1874
Indiana Trust & Investment Management
Indiana
$939K -$42.7K -317 -4%
DWP
1875
Destiny Wealth Partners
Florida
$939K +$154K +1,146 +19%
73 74
75
76 77