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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
2101
Quadcap Wealth Management
Texas
$783K +$4.05K +26 +0.5%
PWCM
2102
Processus Wealth & Capital Management
Tennessee
$782K +$4.05K +26 +0.5%
CAC
2103
Core Alternative Capital
Georgia
$782K +$75.7K +486 +11%
CFGA
2104
Cambridge Financial Group (Arizona)
Arizona
$781K -$41.9K -269 -5%
GC
2105
Gilbert & Cook
Iowa
$780K +$1.25K +8 +0.2%
AM
2106
AGF Management
Ontario, Canada
$778K -$1.11M -7,128 -59%
IWA
2107
IVC Wealth Advisors
Pennsylvania
$778K -$13.4K -86 -2%
FFM
2108
Fullerton Fund Management
Singapore
$778K +$780K +5,008 New
AFC
2109
Alpine Fox Capital
Nevada
$776K -$4.13M -26,500 -84%
LCM
2110
LuminArx Capital Management
New York
$776K +$779K +5,000 New
KWM
2111
KFG Wealth Management
Indiana
$776K +$67.8K +435 +10%
CWP
2112
Core Wealth Partners
California
$773K +$4.83K +31 +0.6%
LF
2113
Lantz Financial
Illinois
$773K -$9.66K -62 -1%
CWM
2114
Chesapeake Wealth Management
Virginia
$772K +$18.7K +120 +2%
FFM
2115
Forum Financial Management
Illinois
$769K -$925K -5,939 -55%
SFWA
2116
Summit Financial Wealth Advisors
Louisiana
$766K +$59.5K +382 +8%
HFS
2117
Hopwood Financial Services
Virginia
$765K -$24.3K -156 -3%
SSWG
2118
Seven Springs Wealth Group
Tennessee
$764K – – –
TVWM
2119
Tower View Wealth Management
Wisconsin
$764K -$306K -1,963 -29%
KAM
2120
Knightsbridge Asset Management
California
$763K +$12.9K +83 +2%
PAM
2121
Parvin Asset Management
South Dakota
$763K – – –
DBRC
2122
D.B. Root & Company
Pennsylvania
$763K +$62.2K +399 +9%
BPW
2123
Bingham Private Wealth
California
$762K +$148K +951 +24%
IWM
2124
Integris Wealth Management
California
$761K -$221K -1,421 -22%
ICP
2125
Ironvine Capital Partners
Nebraska
$761K – – –
83 84
85
86 87