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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCWM
1951
Royal Capital Wealth Management
Indiana
$964K +$86.9K +558 +10%
GWANC
1952
Guardian Wealth Advisors (North Carolina)
North Carolina
$963K -$88.8K -570 -8%
LIM
1953
Loudon Investment Management
New Hampshire
$960K – – –
WAM
1954
WealthTrust Asset Management
Florida
$960K +$22.4K +144 +2%
EAM
1955
Empirical Asset Management
Massachusetts
$960K +$2.49K +16 +0.3%
ECA
1956
Elevated Capital Advisors
Utah
$958K -$989K -6,350 -51%
MCM
1957
Magnolia Capital Management
New York
$958K +$104K +670 +12%
WA
1958
Westfuller Advisors
New York
$958K -$6.7K -43 -0.7%
BFG
1959
Berger Financial Group
Minnesota
$955K -$5.9M -37,832 -86%
WAG
1960
Winthrop Advisory Group
Massachusetts
$954K -$3.27K -21 -0.3%
WW
1961
Winnow Wealth
Texas
$954K -$48.8K -313 -5%
DAC
1962
Dividend Assets Capital
South Carolina
$953K -$130K -836 -12%
PPWM
1963
Paragon Private Wealth Management
Kentucky
$953K +$99.4K +638 +12%
OPA
1964
Old Port Advisors
Maine
$952K +$27.1K +174 +3%
AHL
1965
Abel Hall LLC
Louisiana
$949K +$305K +1,958 +47%
EIP
1966
Ellis Investment Partners
Pennsylvania
$946K -$23.5K -151 -2%
AC
1967
Asio Capital
Kentucky
$945K -$49.1K -315 -5%
WFA
1968
Wellspring Financial Advisors
Ohio
$945K -$779 -5 -0.1%
CP
1969
Canopy Partners
Ohio
$942K -$45.3K -291 -5%
PC
1970
PCB Capital
New Jersey
$938K +$13.1K +84 +1%
IPW
1971
Impact Partnership Wealth
Georgia
$937K -$135K -868 -13%
BWM
1972
Buckley Wealth Management
Nevada
$934K +$220K +1,412 +31%
AWA
1973
Ark Wealth Advisors
California
$932K +$110K +703 +13%
RPCONE
1974
Retirement Planning Company of New England
Rhode Island
$931K +$9.66K +62 +1%
CT
1975
Clearstead Trust
Maine
$931K -$52K -334 -5%
77 78
79
80 81