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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
2101
First Business Financial Services
Wisconsin
$708K +$8.57K +60 +1%
KP
2102
Keel Point
Alabama
$708K -$847K -5,928 -54%
MP
2103
Moment Partners
California
$708K -$857 -6 -0.1%
HP
2104
Holistic Planning
Texas
$708K -$23K -161 -3%
QWP
2105
Quotient Wealth Partners
Texas
$703K +$125K +877 +21%
ISFAN
2106
Investor's Fiduciary Advisor Network
Washington
$703K -$9.85K -69 -1%
MCM
2107
Mitchell Capital Management
Kansas
$702K +$714K +5,000 New
RA
2108
Raffles Associates
New York
$702K +$714K +5,000 New
IPAM
2109
Investment Partners Asset Management
New Jersey
$701K -$22.8K -160 -3%
TFO
2110
Tarbox Family Office
California
$701K – – –
IIA
2111
Integral Investment Advisors
California
$699K – – –
HFS
2112
Hopwood Financial Services
Virginia
$698K +$5.14K +36 +0.7%
PCA
2113
Prosperity Capital Advisors
Ohio
$697K +$34.8K +244 +5%
MCM
2114
Mill Capital Management
North Carolina
$697K -$46.4K -325 -6%
EBSAM
2115
Eubel Brady & Suttman Asset Management
Ohio
$696K +$279K +1,952 +65%
EB
2116
Exchange Bank
California
$695K -$33.3K -233 -4%
AA
2117
Argent Advisors
Louisiana
$693K +$173K +1,208 +32%
MMHP
2118
Murphy Middleton Hinkle & Parker
Georgia
$692K +$571 +4 +0.1%
OAM
2119
OP Asset Management
$691K – – –
SSWG
2120
Seven Springs Wealth Group
Tennessee
$690K +$28.6K +200 +4%
CF
2121
Centaurus Financial
California
$689K +$39K +273 +6%
ICP
2122
Ironvine Capital Partners
Nebraska
$688K – – –
4A
2123
4Wealth Advisors
Illinois
$687K +$28K +196 +4%
BAG
2124
Bridgewealth Advisory Group
California
$686K +$14.3K +100 +2%
MCCP
2125
Mission Creek Capital Partners
California
$685K +$11.3K +79 +0.7%
83 84
85
86 87