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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
2126
Centennial Bank
Arkansas
$838K +$14.3K +83 +2%
CAM
2127
CPA Asset Management
Florida
$837K -$9.66K -56 -1%
AIA
2128
Alera Investment Advisors
Illinois
$833K +$121K +701 +16%
MMHP
2129
Murphy Middleton Hinkle & Parker
Georgia
$832K +$518 +3 +0.1%
AAG
2130
Armstrong Advisory Group
Massachusetts
$832K -$61.1K -354 -7%
OHWA
2131
Oak Hill Wealth Advisors
Virginia
$829K +$868K +5,027 New
HBWM
2132
Hollow Brook Wealth Management
New York
$829K -$171K -988 -16%
SIA
2133
Soltis Investment Advisors
Utah
$827K +$154K +894 +22%
AMCA
2134
Arthur M. Cohen & Associates
Illinois
$826K +$15.5K +90 +2%
CIA
2135
Cladis Investment Advisory
Montana
$825K – – –
AFG
2136
Allegheny Financial Group
Pennsylvania
$825K +$272K +1,577 +46%
WAM
2137
Weatherly Asset Management
California
$823K -$482K -2,795 -36%
TFO
2138
Tarbox Family Office
California
$823K – – –
CG
2139
Clarus Group
Texas
$822K -$28.5K -165 -3%
WCA
2140
Waypoint Capital Advisors
Minnesota
$821K -$24.2K -140 -3%
AGWCA
2141
Annis Gardner Whiting Capital Advisors
Florida
$818K -$47.8K -277 -5%
MWA
2142
MN Wealth Advisors
Kansas
$817K +$19.8K +115 +2%
SSWG
2143
Seven Springs Wealth Group
Tennessee
$817K – – –
TFA
2144
Transamerica Financial Advisors
Florida
$817K – – –
DWM
2145
Dechtman Wealth Management
Colorado
$814K -$88.9K -515 -9%
PWCM
2146
Processus Wealth & Capital Management
Tennessee
$811K +$17.1K +99 +2%
TWM
2147
Triton Wealth Management
Arizona
$811K – – –
FAT
2148
First American Trust
California
$811K -$96.8K -561 -10%
ICP
2149
Ironvine Capital Partners
Nebraska
$808K – – –
LB
2150
Legacy Bridge
Iowa
$804K +$1.73K +10 +0.2%
84 85
86
87 88