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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BLAM
1951
Bourne Lent Asset Management
New York
$828K -$44.9K -300 -5%
MWA
1952
Midland Wealth Advisors
Illinois
$827K -$217K -1,453 -19%
DI
1953
Diligent Investors
California
$821K +$39.2K +262 +5%
OPA
1954
Old Port Advisors
Maine
$816K -$15.1K -101 -2%
QP
1955
Quilter Plc
United Kingdom
$814K -$493K -3,300 -35%
DE
1956
Defiance ETFs
New York
$813K +$184K +1,229 +27%
CP
1957
Canopy Partners
Ohio
$813K -$8.97K -60 -1%
SWM
1958
Spire Wealth Management
Virginia
$812K -$91.8K -614 -9%
RPCONE
1959
Retirement Planning Company of New England
Rhode Island
$812K +$598 +4 +0.1%
RIA
1960
Richwood Investment Advisors
Ohio
$812K +$80K +535 +10%
WA
1961
Walsh & Associates
Florida
$811K – – –
FCM
1962
Fortis Capital Management
Washington
$811K +$19.3K +129 +2%
EAM
1963
Empirical Asset Management
Massachusetts
$811K -$28.6K -191 -3%
PG
1964
Proffitt & Goodson
Tennessee
$811K +$18.1K +121 +2%
PGAM
1965
Princeton Global Asset Management
New Jersey
$809K -$72.8K -487 -8%
GWANC
1966
Guardian Wealth Advisors (North Carolina)
North Carolina
$809K -$34.1K -228 -4%
BFG
1967
Berger Financial Group
Minnesota
$807K -$28.1K -188 -3%
WW
1968
Winnow Wealth
Texas
$807K -$27.7K -185 -3%
MIA
1969
MeadowBrook Investment Advisors
Michigan
$806K +$15.7K +105 +2%
PA
1970
Promethium Advisors
Maryland
$806K – – –
WFM
1971
Wolff Financial Management
Michigan
$804K +$299 +2 +0%
KFA
1972
Kelleher Financial Advisors
New York
$804K +$75.5K +505 +9%
OFS
1973
OneAscent Financial Services
Alabama
$802K -$4.49K -30 -0.5%
MWA
1974
MN Wealth Advisors
Kansas
$802K +$92.7K +620 +12%
VAM
1975
Virtue Asset Management
Illinois
$802K +$44.1K +295 +5%
77 78
79
80 81