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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1901
Jackson Grant Investment Advisers
Connecticut
$775K -$1.42K -10 -0.2%
IAP
1902
Indie Asset Partners
Indiana
$774K -$5.4K -38 -0.7%
WI
1903
Wedgewood Investors
Pennsylvania
$770K -$17.1K -120 -2%
SSWG
1904
Seven Springs Wealth Group
Tennessee
$763K -$35.8K -252 -5%
CA
1905
Cornerstone Advisory
Maryland
$763K -$33.3K -234 -4%
GA
1906
Geller Advisors
New York
$763K – – –
LAIC
1907
Lederer & Associates Investment Counsel
California
$759K +$3.55K +25 +0.5%
PP
1908
Patron Partners
Texas
$756K +$724K +5,096 New
TFA
1909
Teamwork Financial Advisors
Texas
$753K -$59.8K -421 -8%
FHC
1910
First Heartland Consultants
Missouri
$753K +$189K +1,333 +36%
PCM
1911
Perritt Capital Management
Illinois
$752K -$1.85K -13 -0.3%
MMHP
1912
Murphy Middleton Hinkle & Parker
Georgia
$752K +$284 +2 +0%
BFG
1913
Berger Financial Group
Minnesota
$751K +$720K +5,064 New
JWM
1914
Jeppson Wealth Management
California
$750K -$27.7K -195 -4%
AFG
1915
Allegheny Financial Group
Pennsylvania
$749K +$718K +5,051 New
CA
1916
CGN Advisors
Kansas
$748K +$717K +5,044 New
MA
1917
MJP Associates
Connecticut
$748K +$717K +5,047 New
MW
1918
Marcum Wealth
Ohio
$747K +$418K +2,944 +141%
MF
1919
Montis Financial
Massachusetts
$746K +$768K +5,406 New
MSFS
1920
Main Street Financial Solutions
Pennsylvania
$745K +$714K +5,024 New
AA
1921
AQR Arbitrage
Connecticut
$743K +$717K +5,044 New
RIA
1922
Realta Investment Advisors
Delaware
$742K -$121K -849 -15%
PAWC
1923
P.A.W. Capital
Connecticut
$742K – – –
4WM
1924
44 Wealth Management
Oregon
$742K +$711K +5,005 New
9WM
1925
9258 Wealth Management
Ohio
$740K -$22.7K -160 -3%
75 76
77
78 79