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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JRPIM
2051
Journey Retirement Planning & Investment Management
Idaho
$717K +$109K +726 +16%
UAG
2052
United Advisor Group
Ohio
$717K -$8.22K -55 -1%
FB
2053
First Bancorp
Maine
$716K +$17K +114 +2%
QWM
2054
Quadcap Wealth Management
Texas
$715K +$36.3K +243 +5%
CIA
2055
Cladis Investment Advisory
Montana
$715K – – –
CPIA
2056
Cornell Pochily Investment Advisors
New York
$714K -$38.3K -256 -5%
QWP
2057
Quotient Wealth Partners
Texas
$713K -$246K -1,643 -24%
REMPR
2058
Roof Eidam Maycock Peralta (REMP)
California
$713K – – –
BCM
2059
Boltwood Capital Management
California
$711K -$4.49K -30 -0.6%
GDP
2060
Great Diamond Partners
Maine
$707K +$4.79K +32 +0.6%
TC
2061
Tannin Capital
North Carolina
$707K -$280K -1,871 -26%
SG
2062
Somerset Group
Minnesota
$706K – – –
TIA
2063
Traphagen Investment Advisors
New Jersey
$705K +$15.1K +101 +2%
RWM
2064
Riverbend Wealth Management
South Carolina
$705K -$56.8K -380 -7%
APW
2065
Acima Private Wealth
Virginia
$705K – – –
FFA
2066
Fortune Financial Advisors
Kansas
$704K +$22.9K +153 +3%
OFG
2067
OmniStar Financial Group
North Carolina
$702K +$104K +697 +16%
FFO
2068
Fiduciary Family Office
Florida
$702K -$328K -2,194 -30%
FWP
2069
FAS Wealth Partners
Kansas
$702K -$20.5K -137 -3%
OFS
2070
Orrstown Financial Services
Pennsylvania
$701K -$43.8K -293 -5%
BPW
2071
Bingham Private Wealth
California
$700K +$38.4K +257 +5%
BL
2072
Balentine LLC
Georgia
$699K -$6.73K -45 -0.9%
PIMG
2073
Patriot Investment Management Group
Tennessee
$699K – – –
BWM
2074
Base Wealth Management
Florida
$699K – – –
EBSAM
2075
Eubel Brady & Suttman Asset Management
Ohio
$696K – – –
81 82
83
84 85