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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1876
Windsor Wealth Management
Indiana
$1.21M – – –
GI
1877
Gradient Investments
Minnesota
$1.2M +$178K +1,021 +18%
SAM
1878
Sabadell Asset Management
Spain
$1.2M +$122K +698 +12%
SAM
1879
SignalPoint Asset Management
Missouri
$1.2M +$30.2K +173 +3%
VIM
1880
VELA Investment Management
Ohio
$1.2M +$264K +1,508 +30%
BCM
1881
Boltwood Capital Management
California
$1.2M +$55.6K +318 +5%
DAM
1882
Doheny Asset Management
California
$1.19M -$29.9K -171 -3%
TC
1883
Trust Company
Kansas
$1.19M -$30.8K -176 -3%
CPA
1884
Cardiff Park Advisors
California
$1.19M +$5.24K +30 +0.5%
CWP
1885
Curated Wealth Partners
California
$1.19M -$97.9K -560 -8%
SHWM
1886
Silicon Hills Wealth Management
Texas
$1.18M -$1.05K -6 -0.1%
BCM
1887
Brown Capital Management
Maryland
$1.18M -$10.5K -60 -0.9%
CFO
1888
Custos Family Office
Texas
$1.18M +$1.13M +6,487 New
OHWP
1889
Oak Harbor Wealth Partners
North Carolina
$1.18M -$48.9K -280 -4%
FMTC
1890
Farmers & Merchants Trust Company
California
$1.18M -$25.2K -144 -2%
BFG
1891
Berger Financial Group
Minnesota
$1.18M +$25.7K +147 +2%
BCA
1892
Bray Capital Advisors
Florida
$1.17M +$350 +2 +0%
OWM
1893
OneAscent Wealth Management
Alabama
$1.17M -$9.09K -52 -0.8%
VCP
1894
Verus Capital Partners
Arizona
$1.16M +$152K +867 +16%
IIM
1895
InTrack Investment Management
Vermont
$1.16M -$19.6K -112 -2%
GWAG
1896
Garrett Wealth Advisory Group
Texas
$1.16M -$11.4K -65 -1%
CRWM
1897
Castle Rock Wealth Management
California
$1.16M -$58.4K -334 -5%
JDR
1898
Jay D. Rosenbaum
$1.16M -$2.1K -12 -0.2%
MSWM
1899
McGlone Suttner Wealth Management
Wisconsin
$1.16M +$163K +930 +17%
CWM
1900
Chesapeake Wealth Management
Virginia
$1.16M -$7.34K -42 -0.7%
74 75
76
77 78