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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2076
Centaurus Financial
California
$681K +$52.3K +350 +7%
BAG
2077
Bridgewealth Advisory Group
California
$680K +$31.3K +209 +4%
CWP
2078
Core Wealth Partners
California
$677K +$3.44K +23 +0.5%
FFA
2079
First Foundation Advisors
California
$677K -$968K -6,471 -56%
SSWG
2080
Seven Springs Wealth Group
Tennessee
$677K +$11.5K +77 +2%
RBFC
2081
Roman Butler Fullerton & Co
Missouri
$674K -$4.04K -27 -0.6%
FPL
2082
Fortress Private Ledger
North Carolina
$673K +$496K +3,320 +201%
GCP
2083
GSA Capital Partners
United Kingdom
$673K +$22.1K +148 +3%
CCM
2084
Chickasaw Capital Management
Tennessee
$673K +$44.9K +300 +6%
OL
2085
Optas LLC
Texas
$673K -$52.6K -352 -7%
ISFAN
2086
Investor's Fiduciary Advisor Network
Washington
$671K -$56.1K -375 -7%
CWM
2087
Chesapeake Wealth Management
Virginia
$667K -$6.73K -45 -0.9%
NA
2088
Nordwand Advisors
Pennsylvania
$667K +$64.1K +429 +10%
PAM
2089
Parvin Asset Management
South Dakota
$665K – – –
ICP
2090
Ironvine Capital Partners
Nebraska
$663K – – –
CFG
2091
Cooper Financial Group
California
$662K +$135K +904 +23%
AWAU
2092
Alliance Wealth Advisors (Utah)
Utah
$662K -$101K -674 -12%
ECM
2093
Elgethun Capital Management
South Dakota
$661K +$15.3K +102 +2%
FCAS
2094
First Command Advisory Services
Texas
$661K -$434K -2,904 -37%
FNBOH
2095
First National Bank of Hutchinson
Kansas
$659K -$106K -712 -13%
GWAM
2096
Guardian Wealth Advisors (Minnesota)
Minnesota
$659K +$7.48K +50 +1%
SCA
2097
Sandy Cove Advisors
Massachusetts
$658K -$1.65K -11 -0.2%
GRR
2098
Golden Reserve Retirement
Ohio
$657K +$295K +1,975 +69%
LC
2099
Legacy CG
Texas
$657K -$3.16M -21,121 -81%
AHL
2100
Abel Hall LLC
Louisiana
$656K -$189K -1,267 -21%
82 83
84
85 86