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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2101
IVC Wealth Advisors
Pennsylvania
$656K -$25K -167 -3%
AWC
2102
Adamsbrown Wealth Consultants
Kansas
$656K +$266K +1,782 +58%
LWAM
2103
Legacy Wealth Asset Management
Minnesota
$655K +$748 +5 +0.1%
OP
2104
Oslo Pensjonsforsikring
$654K +$42.9K +287 +6%
JTWM
2105
Jackson Thornton Wealth Management
Alabama
$653K -$599K -4,003 -45%
MMHP
2106
Murphy Middleton Hinkle & Parker
Georgia
$653K +$1.05K +7 +0.1%
TWA
2107
Trellis Wealth Advisors
California
$653K – – –
TFIPS
2108
Towarzystwo Funduszy Inwestycyjnych PZU SA
$652K +$505K +3,375 +234%
LF
2109
Lantz Financial
Illinois
$652K -$24.5K -164 -3%
PCA
2110
Prosperity Capital Advisors
Ohio
$651K +$36K +241 +5%
HFS
2111
Hopwood Financial Services
Virginia
$650K -$18.7K -125 -3%
TC
2112
Trust Company
Kansas
$650K -$310K -2,076 -30%
C
2113
Certuity
Florida
$647K +$124K +827 +21%
CB
2114
Centennial Bank
Arkansas
$647K -$2.99K -20 -0.4%
EB
2115
Exchange Bank
California
$647K -$2.99K -20 -0.4%
HVP
2116
Hudson Value Partners
Florida
$644K -$9.72K -65 -1%
ONSWM
2117
Old North State Wealth Management
North Carolina
$642K +$63.7K +426 +10%
AWAP
2118
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$641K +$4.04K +27 +0.6%
IP
2119
Ignite Planners
California
$641K +$33.5K +224 +5%
DWMS
2120
Dominguez Wealth Management Solutions
Virginia
$640K -$50.2K -336 -7%
RFS
2121
RM Financial Services
Maine
$638K -$18.7K -125 -3%
QPBE
2122
Quintet Private Bank (Europe)
Luxembourg
$638K +$35.9K +240 +5%
HWA
2123
Heartwood Wealth Advisors
Virginia
$638K -$4.63K -31 -0.7%
OWM
2124
OneAscent Wealth Management
Alabama
$636K -$22.1K -148 -3%
HP
2125
Holistic Planning
Texas
$635K +$37.7K +252 +6%
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