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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
1901
Indie Asset Partners
Indiana
$774K -$5.4K -38 -0.7%
WI
1902
Wedgewood Investors
Pennsylvania
$770K -$17.1K -120 -2%
SSWG
1903
Seven Springs Wealth Group
Tennessee
$763K -$35.8K -252 -5%
CA
1904
Cornerstone Advisory
Maryland
$763K -$33.3K -234 -4%
GA
1905
Geller Advisors
New York
$763K – – –
LAIC
1906
Lederer & Associates Investment Counsel
California
$759K +$3.55K +25 +0.5%
PP
1907
Patron Partners
Texas
$756K +$724K +5,096 New
TFA
1908
Teamwork Financial Advisors
Texas
$753K -$59.8K -421 -8%
FHC
1909
First Heartland Consultants
Missouri
$753K +$189K +1,333 +36%
PCM
1910
Perritt Capital Management
Illinois
$752K -$1.85K -13 -0.3%
MMHP
1911
Murphy Middleton Hinkle & Parker
Georgia
$752K +$284 +2 +0%
BFG
1912
Berger Financial Group
Minnesota
$751K +$720K +5,064 New
JWM
1913
Jeppson Wealth Management
California
$750K -$27.7K -195 -4%
AFG
1914
Allegheny Financial Group
Pennsylvania
$749K +$718K +5,051 New
CA
1915
CGN Advisors
Kansas
$748K +$717K +5,044 New
MA
1916
MJP Associates
Connecticut
$748K +$717K +5,047 New
MW
1917
Marcum Wealth
Ohio
$747K +$418K +2,944 +141%
MF
1918
Montis Financial
Massachusetts
$746K +$768K +5,406 New
MSFS
1919
Main Street Financial Solutions
Pennsylvania
$745K +$714K +5,024 New
AA
1920
AQR Arbitrage
Connecticut
$743K +$717K +5,044 New
RIA
1921
Realta Investment Advisors
Delaware
$742K -$121K -849 -15%
PAWC
1922
P.A.W. Capital
Connecticut
$742K – – –
4WM
1923
44 Wealth Management
Oregon
$742K +$711K +5,005 New
9WM
1924
9258 Wealth Management
Ohio
$740K -$22.7K -160 -3%
VC
1925
Vicus Capital
Pennsylvania
$739K -$26.9K -189 -4%
75 76
77
78 79