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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
2101
Ironvine Capital Partners
Nebraska
$663K – – –
CFG
2102
Cooper Financial Group
California
$662K +$135K +904 +23%
AWAU
2103
Alliance Wealth Advisors (Utah)
Utah
$662K -$101K -674 -12%
ECM
2104
Elgethun Capital Management
South Dakota
$661K +$15.3K +102 +2%
FCAS
2105
First Command Advisory Services
Texas
$661K -$434K -2,904 -37%
FNBOH
2106
First National Bank of Hutchinson
Kansas
$659K -$106K -712 -13%
GWAM
2107
Guardian Wealth Advisors (Minnesota)
Minnesota
$659K +$7.48K +50 +1%
SCA
2108
Sandy Cove Advisors
Massachusetts
$658K -$1.65K -11 -0.2%
GRR
2109
Golden Reserve Retirement
Ohio
$657K +$295K +1,975 +69%
LC
2110
Legacy CG
Texas
$657K -$3.16M -21,121 -81%
AHL
2111
Abel Hall LLC
Louisiana
$656K -$189K -1,267 -21%
CIM
2112
CIM Investment Management
Pennsylvania
$656K -$73K -488 -9%
IWA
2113
IVC Wealth Advisors
Pennsylvania
$656K -$25K -167 -3%
AWC
2114
Adamsbrown Wealth Consultants
Kansas
$656K +$266K +1,782 +58%
LWAM
2115
Legacy Wealth Asset Management
Minnesota
$655K +$748 +5 +0.1%
OP
2116
Oslo Pensjonsforsikring
$654K +$42.9K +287 +6%
JTWM
2117
Jackson Thornton Wealth Management
Alabama
$653K -$599K -4,003 -45%
MMHP
2118
Murphy Middleton Hinkle & Parker
Georgia
$653K +$1.05K +7 +0.1%
TWA
2119
Trellis Wealth Advisors
California
$653K – – –
TFIPS
2120
Towarzystwo Funduszy Inwestycyjnych PZU SA
$652K +$505K +3,375 +234%
LF
2121
Lantz Financial
Illinois
$652K -$24.5K -164 -3%
PCA
2122
Prosperity Capital Advisors
Ohio
$651K +$36K +241 +5%
HFS
2123
Hopwood Financial Services
Virginia
$650K -$18.7K -125 -3%
TC
2124
Trust Company
Kansas
$650K -$310K -2,076 -30%
C
2125
Certuity
Florida
$647K +$124K +827 +21%
83 84
85
86 87