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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
2076
Cary Street Partners Asset Management
Virginia
$914K +$8.4K +45 +0.9%
IF
2077
IRON Financial
Illinois
$913K -$16.8K -90 -2%
RFN
2078
RDA Financial Network
Iowa
$911K -$10.4K -56 -1%
SSWG
2079
Seven Springs Wealth Group
Tennessee
$910K -$45.5K -244 -5%
EFL
2080
ERn Financial LLC
Wisconsin
$909K +$18.8K +101 +2%
ONST
2081
Old North State Trust
North Carolina
$909K – – –
FCAG
2082
First Capital Advisors Group
New Jersey
$909K -$20K -107 -2%
ICP
2083
Ironvine Capital Partners
Nebraska
$908K – – –
TPCM
2084
Templeton & Phillips Capital Management
Tennessee
$907K -$2.08M -11,140 -69%
FWS
2085
FinDec Wealth Services
California
$906K -$933 -5 -0.1%
IP
2086
Ignite Planners
California
$905K +$7.46K +40 +0.8%
FCA
2087
FinTrust Capital Advisors
South Carolina
$904K – – –
SMA
2088
Sage Mountain Advisors
Georgia
$902K +$21.6K +116 +2%
CFP
2089
Catalyst Financial Partners
Massachusetts
$897K +$89K +477 +11%
BLAM
2090
Bourne Lent Asset Management
New York
$894K -$149K -800 -14%
BB
2091
Bell Bank
North Dakota
$892K +$284K +1,522 +46%
CWA
2092
Consilium Wealth Advisory
Texas
$890K +$280K +1,498 +45%
WI
2093
WrapManager Inc
California
$890K -$264K -1,417 -23%
VPP
2094
Vertex Planning Partners
Illinois
$889K +$535K +2,868 +149%
TIM
2095
Thompson Investment Management
Wisconsin
$887K -$23.3K -125 -3%
MM
2096
MQS Management
New York
$886K +$893K +4,785 New
BW
2097
BIP Wealth
Georgia
$883K +$664K +3,557 +294%
NCM
2098
NCM Capital Management
New Jersey
$882K +$187 +1 +0%
SL
2099
Summitry LLC
California
$882K +$3.73K +20 +0.4%
SWA
2100
SOA Wealth Advisors
New York
$880K -$4.11K -22 -0.5%
82 83
84
85 86