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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
2051
Somerset Group
Minnesota
$706K – – –
TIA
2052
Traphagen Investment Advisors
New Jersey
$705K +$15.1K +101 +2%
RWM
2053
Riverbend Wealth Management
South Carolina
$705K -$56.8K -380 -7%
APW
2054
Acima Private Wealth
Virginia
$705K – – –
FFA
2055
Fortune Financial Advisors
Kansas
$704K +$22.9K +153 +3%
OFG
2056
OmniStar Financial Group
North Carolina
$702K +$104K +697 +16%
FFO
2057
Fiduciary Family Office
Florida
$702K -$328K -2,194 -30%
FWP
2058
FAS Wealth Partners
Kansas
$702K -$20.5K -137 -3%
OFS
2059
Orrstown Financial Services
Pennsylvania
$701K -$43.8K -293 -5%
BPW
2060
Bingham Private Wealth
California
$700K +$38.4K +257 +5%
BL
2061
Balentine LLC
Georgia
$699K -$6.73K -45 -0.9%
PIMG
2062
Patriot Investment Management Group
Tennessee
$699K – – –
BWM
2063
Base Wealth Management
Florida
$699K – – –
EBSAM
2064
Eubel Brady & Suttman Asset Management
Ohio
$696K – – –
CA
2065
Cornerstone Advisory
Maryland
$694K -$67.9K -454 -8%
KIM
2066
Kestra Investment Management
Texas
$694K -$227K -1,521 -23%
FM
2067
Foster & Motley
Ohio
$692K -$28.1K -188 -4%
MPIA
2068
Mountain Pacific Investment Advisers
Idaho
$692K – – –
CFGA
2069
Cambridge Financial Group (Arizona)
Arizona
$691K +$11.2K +75 +1%
LWM
2070
LeConte Wealth Management
Tennessee
$690K +$34.4K +230 +5%
IIA
2071
Integral Investment Advisors
California
$690K – – –
GC
2072
Gilbert & Cook
Iowa
$689K +$9.27K +62 +1%
AW
2073
Apricus Wealth
South Carolina
$688K -$7.33K -49 -1%
MCCP
2074
Mission Creek Capital Partners
California
$686K -$43.1K -288 -2%
AFM
2075
Armstrong Fleming & Moore
District of Columbia
$686K -$4.93K -33 -0.6%
81 82
83
84 85