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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
2076
Richwood Investment Advisors
Ohio
$732K -$30.8K -216 -4%
APW
2077
Acima Private Wealth
Virginia
$731K – – –
BCM
2078
Boltwood Capital Management
California
$731K +$4.28K +30 +0.6%
OWM
2079
OneAscent Wealth Management
Alabama
$730K +$16.4K +115 +2%
EIA
2080
Edgemoor Investment Advisors
Maryland
$730K +$107K +750 +17%
VNA
2081
Valley National Advisers
Pennsylvania
$730K -$111K -780 -13%
FB
2082
First Bancorp
Maine
$729K +$20K +140 +3%
AIM
2083
Advyzon Investment Management
Illinois
$729K +$75.5K +529 +11%
BAM
2084
Blueshift Asset Management
New Jersey
$728K +$377K +2,637 +103%
RC
2085
Rovin Capital
Arizona
$726K +$155K +1,087 +27%
VWM
2086
Venturi Wealth Management
Texas
$725K +$161K +1,129 +28%
BWM
2087
Base Wealth Management
Florida
$725K -$28.6K -200 -4%
TP
2088
Tranquility Partners
Tennessee
$725K -$57.7K -404 -7%
TC
2089
Trust Company
Kansas
$724K -$257K -1,800 -26%
GC
2090
Gilbert & Cook
Iowa
$722K -$6.85K -48 -0.9%
KFA
2091
Kelleher Financial Advisors
New York
$722K -$229K -1,607 -24%
SG
2092
Somerset Group
Minnesota
$722K – – –
DWMS
2093
Dominguez Wealth Management Solutions
Virginia
$720K -$4.28K -30 -0.6%
TIA
2094
Traphagen Investment Advisors
New Jersey
$719K -$76K -532 -9%
FWA
2095
Flagship Wealth Advisors
Massachusetts
$717K +$15.4K +108 +2%
APW
2096
Austin Private Wealth
Texas
$717K +$9K +63 +1%
KLI
2097
Kelman-Lazarov Inc
Tennessee
$715K +$482K +3,375 +197%
CAM
2098
CPA Asset Management
Florida
$713K – – –
CL
2099
CSS LLC
Illinois
$712K -$476K -3,330 -40%
TSS
2100
Two Sigma Securities
New York
$709K +$721K +5,051 New
82 83
84
85 86