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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
2126
Berkeley Capital Partners
Georgia
$832K +$16.9K +95 +2%
PPC
2127
Park Place Capital
Alabama
$832K +$822K +4,606 New
SPWM
2128
Spartan Planning & Wealth Management
North Carolina
$830K +$314K +1,760 +62%
FAT
2129
First American Trust
California
$828K +$33.2K +186 +4%
FB
2130
First Bancorp
Maine
$827K -$26K -146 -3%
WA
2131
WealthTrust Axiom
Pennsylvania
$823K -$178 -1 -0%
PSC
2132
Prentiss Smith & Co
Vermont
$822K -$13.4K -75 -2%
IAP
2133
Indie Asset Partners
Indiana
$819K – – –
TIA
2134
Traphagen Investment Advisors
New Jersey
$817K +$23.7K +133 +3%
BRG
2135
Bay Rivers Group
Virginia
$814K +$46K +258 +6%
DLCIG
2136
D.L. Carlson Investment Group
New Hampshire
$813K -$1.78K -10 -0.2%
RPWA
2137
Regent Peak Wealth Advisors
Georgia
$810K +$31.9K +179 +4%
LCS
2138
Levin Capital Strategies
New York
$809K – – –
SWIM
2139
Smallwood Wealth Investment Management
New Jersey
$808K – – –
HC
2140
Hamilton Capital
Ohio
$808K +$254K +1,425 +47%
TWM
2141
Thrive Wealth Management
Pennsylvania
$807K +$119K +668 +18%
FWA
2142
FSM Wealth Advisors
Ohio
$807K -$272K -1,527 -25%
ESCM
2143
Echo Street Capital Management
New York
$806K +$796K +4,462 New
BZWA
2144
Blue Zone Wealth Advisors
California
$806K – – –
AR
2145
Apeiron RIA
Texas
$805K -$1.6K -9 -0.2%
GWM
2146
Greenwich Wealth Management
Connecticut
$805K -$2.32K -13 -0.3%
TAM
2147
Trillium Asset Management
Massachusetts
$804K -$80.6K -452 -9%
KA
2148
Klingman & Associates
New York
$801K -$71.3K -400 -8%
WP
2149
Waycross Partners
Kentucky
$801K – – –
LFA
2150
Laraway Financial Advisors
Minnesota
$798K -$4.28K -24 -0.5%
84 85
86
87 88