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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2051
Curated Wealth Partners
California
$975K -$26.4K -159 -3%
AR
2052
Apeiron RIA
Texas
$975K +$42.5K +256 +5%
VWA
2053
Visionary Wealth Advisors
Illinois
$975K -$398K -2,400 -29%
MWM
2054
Modern Wealth Management
Kansas
$973K +$950K +5,731 New
BFA
2055
Buttonwood Financial Advisors
Maryland
$973K +$67K +404 +8%
TP
2056
Tranquility Partners
Tennessee
$973K -$34.3K -207 -3%
WB
2057
West Bancorporation
Iowa
$971K -$7.13K -43 -0.7%
PI
2058
PEAK6 Investments
Illinois
$970K +$947K +5,712 New
NPF
2059
Norris Perne & French
Michigan
$969K -$118K -711 -11%
PIMG
2060
Patriot Investment Management Group
Tennessee
$968K +$33.7K +203 +4%
EFL
2061
ERn Financial LLC
Wisconsin
$968K +$57.4K +346 +6%
EB
2062
Exchange Bank
California
$966K -$34.3K -207 -4%
FAG
2063
Financial Advisory Group
Texas
$966K -$619K -3,735 -40%
CRI
2064
Colonial River Investments
Virginia
$965K -$154K -928 -14%
EA
2065
Emerald Advisors
Washington
$963K +$31.8K +192 +4%
COCM
2066
Charter Oak Capital Management
New Hampshire
$962K -$7.46K -45 -0.8%
UBV
2067
United Bank (Virginia)
Virginia
$959K -$12.9K -78 -1%
PPWP
2068
Proquility Private Wealth Partners
Nevada
$958K -$293K -1,766 -24%
WSC
2069
Wellington Shields & Co
New York
$955K +$45.6K +275 +5%
BW
2070
Bison Wealth
Georgia
$954K -$57.7K -348 -6%
CPC
2071
Congress Park Capital
New York
$953K +$74.6K +450 +9%
LWM
2072
Lakeridge Wealth Management
Ohio
$949K +$926K +5,586 New
CCA
2073
Cottonwood Capital Advisors
Utah
$946K +$36K +217 +4%
FSA
2074
Franklin Street Advisors
North Carolina
$946K -$28.9K -174 -3%
AAS
2075
Annex Advisory Services
Wisconsin
$945K +$56.9K +343 +7%
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83
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