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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
1876
Leo Wealth LLC
Texas
$1.07M +$87.4K +561 +9%
CA
1877
Carson Advisory
Georgia
$1.07M +$1.4K +9 +0.1%
HFO
1878
Heritage Family Offices
Arizona
$1.07M +$1.07M +6,878 New
CL
1879
COWA LLC
Oklahoma
$1.07M +$1.87K +12 +0.2%
TC
1880
Trust Company
Kansas
$1.07M -$214K -1,374 -17%
THCM
1881
Taylor Hoffman Capital Management
Virginia
$1.07M -$77.1K -495 -7%
MCM
1882
M1 Capital Management
Michigan
$1.06M +$935 +6 +0.1%
CRWM
1883
Castle Rock Wealth Management
California
$1.06M +$154K +986 +17%
VIP
1884
Vista Investment Partners
Oklahoma
$1.06M +$623 +4 +0.1%
VBCG
1885
Valley Brook Capital Group
Pennsylvania
$1.06M -$214K -1,375 -17%
PEA
1886
Park Edge Advisors
Ohio
$1.05M -$49.2K -316 -4%
SCM
1887
SCS Capital Management
Massachusetts
$1.05M -$283K -1,816 -21%
NHC
1888
Nicholas Hoffman & Company
Georgia
$1.05M -$1.4K -9 -0.1%
TF
1889
Tudor Financial
Ohio
$1.05M -$15.4K -99 -1%
PWMG
1890
Pinnacle Wealth Management Group
Michigan
$1.05M -$79.2K -508 -7%
KIC
1891
Keating Investment Counselors
Florida
$1.05M -$13.2K -85 -1%
PNFS
1892
PW Nova Financial Services
Pennsylvania
$1.05M +$80.4K +516 +8%
VWA
1893
VERITY Wealth Advisors
United States
$1.04M -$17.3K -111 -2%
FBB
1894
Fulton Breakefield Broenniman
Maryland
$1.04M -$264K -1,692 -20%
HPIA
1895
Hamilton Point Investment Advisors
North Carolina
$1.04M -$15.9K -102 -2%
LI
1896
LRI Investments
Florida
$1.04M -$406K -2,603 -28%
FG
1897
Foster Group
Iowa
$1.04M +$195K +1,249 +23%
KCIC
1898
Kuhn & Co Investment Counsel
Illinois
$1.04M +$7.48K +48 +0.7%
VAM
1899
Verity Asset Management
North Carolina
$1.04M +$70.1K +450 +7%
WP
1900
WealthShield Partners
North Carolina
$1.04M -$712K -4,570 -41%
74 75
76
77 78