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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2101
Lakeridge Wealth Management
Ohio
$798K +$6.55K +44 +0.8%
FSA
2102
Franklin Street Advisors
North Carolina
$796K -$83.3K -560 -10%
FBFS
2103
First Business Financial Services
Wisconsin
$794K -$17.1K -115 -2%
CIA
2104
Cladis Investment Advisory
Montana
$793K +$1.79K +12 +0.2%
S
2105
SimplyRich
California
$791K – – –
DA
2106
Doliver Advisors
Texas
$791K -$20.2K -136 -3%
JGIA
2107
Jackson Grant Investment Advisers
Connecticut
$790K -$24.4K -164 -3%
EHAM
2108
Eagle Harbor Asset Management
Washington
$789K +$73.7K +495 +10%
IIA
2109
Integral Investment Advisors
California
$789K -$28.9K -194 -4%
GFG
2110
Goldstone Financial Group
Illinois
$789K +$8.19K +55 +1%
REMPR
2111
Roof Eidam Maycock Peralta (REMP)
California
$789K -$149 -1 -0%
NME
2112
Notis-McConarty Edward
$784K -$417K -2,803 -35%
SAA
2113
Southeast Asset Advisors
Georgia
$783K +$376K +2,526 +94%
CCA
2114
Cottonwood Capital Advisors
Utah
$782K – – –
SMWM
2115
Silvia McColl Wealth Management
California
$781K +$5.06K +34 +0.7%
AS
2116
Aware Super
Australia
$781K -$9.41M -63,198 -92%
APW
2117
Acima Private Wealth
Virginia
$781K -$149K -1,000 -16%
BWM
2118
Buckley Wealth Management
Nevada
$779K -$131K -882 -15%
BCM
2119
Boltwood Capital Management
California
$778K -$1.49K -10 -0.2%
SLA
2120
Silver Lake Advisory
Utah
$776K -$65.5K -440 -8%
WDC
2121
Woodward Diversified Capital
California
$774K +$34.8K +234 +5%
CPSC
2122
Carl P. Sherr & Co
Massachusetts
$774K -$156K -1,050 -17%
SFS
2123
Security Financial Services
Indiana
$772K +$107K +720 +16%
PCM
2124
Palisade Capital Management
New Jersey
$772K -$1.67M -11,241 -69%
DWMS
2125
Dominguez Wealth Management Solutions
Virginia
$771K -$41.4K -278 -5%
83 84
85
86 87