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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
2126
Clear Harbor Asset Management
Connecticut
$848K +$409K +2,190 +92%
SLT
2127
St Louis Trust
Missouri
$848K -$50.9K -273 -6%
LIM
2128
Longfellow Investment Management
Massachusetts
$847K -$314K -1,682 -27%
FWA
2129
FSM Wealth Advisors
Ohio
$847K +$9.14K +49 +1%
OFG
2130
Oxford Financial Group
Indiana
$845K +$26.3K +141 +3%
BZWA
2131
Blue Zone Wealth Advisors
California
$843K +$16.8K +90 +2%
PSC
2132
Prentiss Smith & Co
Vermont
$843K – – –
AR
2133
Apeiron RIA
Texas
$843K +$38.4K +206 +5%
SFG
2134
Socha Financial Group
New York
$842K +$849K +4,548 New
HCM
2135
Hollencrest Capital Management
California
$841K +$10.1K +54 +1%
TFF
2136
The Family Firm
Maryland
$835K +$2.05K +11 +0.2%
GFA
2137
Gallagher Fiduciary Advisors
Illinois
$834K -$40.9K -219 -5%
SFG
2138
Sunburst Financial Group
Alabama
$833K -$8.58K -46 -1%
GDP
2139
Great Diamond Partners
Maine
$833K -$19.8K -106 -2%
RCM
2140
Raleigh Capital Management
North Carolina
$830K -$32.7K -175 -4%
LCS
2141
Levin Capital Strategies
New York
$829K – – –
TRIA
2142
Trail Ridge Investment Advisors
Colorado
$829K -$41.6K -223 -5%
GWM
2143
Greenwich Wealth Management
Connecticut
$827K -$2.24K -12 -0.3%
TCM
2144
TD Capital Management
Tennessee
$826K +$3.17K +17 +0.4%
RIS
2145
Retirement Income Solutions
Michigan
$825K -$60.6K -325 -7%
BDF
2146
Black Diamond Financial
Maryland
$825K +$187 +1 +0%
SPW
2147
Sonoma Private Wealth
California
$822K -$3.55K -19 -0.4%
WP
2148
Waycross Partners
Kentucky
$821K – – –
SP
2149
Successful Portfolios
Florida
$821K -$283K -1,514 -25%
CCA
2150
Childress Capital Advisors
Texas
$820K -$286K -1,530 -26%
84 85
86
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