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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2126
Westmount Partners
California
$635K – – –
GIM
2127
Generali Investments Management
Slovenia
$635K – – –
SPW
2128
Signet Private Wealth
Illinois
$630K -$7.18K -48 -1%
4WM
2129
44 Wealth Management
Oregon
$630K -$16.6K -111 -2%
AA
2130
Argent Advisors
Louisiana
$629K -$34.1K -228 -5%
MP
2131
Moment Partners
California
$628K -$1.94K -13 -0.3%
MIM
2132
Miller Investment Management
Pennsylvania
$627K – – –
NWM
2133
Northwest Wealth Management
Iowa
$627K -$36K -241 -5%
KJWM
2134
Kiley Juergens Wealth Management
Washington
$626K -$11.5K -77 -2%
PSC
2135
Prentiss Smith & Co
Vermont
$626K – – –
PTC
2136
Philadelphia Trust Company
Pennsylvania
$626K +$70.1K +469 +11%
ACA
2137
American Capital Advisory
Idaho
$625K +$2.69K +18 +0.4%
WCM
2138
Windsor Capital Management
Arizona
$625K -$39K -261 -5%
QFA
2139
Quantum Financial Advisors
California
$625K +$4.04K +27 +0.6%
CAM
2140
Chesapeake Asset Management
New York
$624K -$363K -2,428 -34%
SFWA
2141
Summit Financial Wealth Advisors
Louisiana
$623K -$49.5K -331 -7%
PWM
2142
Prentice Wealth Management
New York
$622K -$14.2K -95 -2%
XWL
2143
XXI Wealth LLC
Illinois
$620K -$18.4K -123 -3%
AFG
2144
Allegheny Financial Group
Pennsylvania
$620K -$4.04K -27 -0.6%
WEG
2145
World Equity Group
Illinois
$620K +$9.42K +63 +1%
EFG
2146
Embree Financial Group
Illinois
$617K +$75.8K +507 +13%
EP
2147
Essential Partners
California
$616K -$516K -3,451 -43%
HTHT
2148
Hemenway Trust Hemenway Trust
New Hampshire
$615K -$5.23K -35 -0.8%
PA
2149
Prairie Advisory
Kansas
$615K +$679K +4,544 New
HA
2150
Huntleigh Advisors
Missouri
$615K +$8.97K +60 +1%
84 85
86
87 88