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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
2126
Breakwater Capital Group
New Jersey
$862K -$32.1K -187 -4%
AAG
2127
Armstrong Advisory Group
Massachusetts
$860K +$2.23K +13 +0.3%
PCA
2128
Prosperity Capital Advisors
Ohio
$858K +$461K +2,684 +114%
VHAM
2129
Van Hulzen Asset Management
California
$857K -$13.9K -81 -2%
OFS
2130
OneAscent Financial Services
Alabama
$856K +$864K +5,031 New
CAWM
2131
Capital Advisors Wealth Management
Washington
$853K +$28.9K +168 +3%
MS
2132
Madden Securities
Texas
$852K -$119K -690 -12%
TIA
2133
Traphagen Investment Advisors
New Jersey
$852K +$43.1K +251 +5%
CIA
2134
Cladis Investment Advisory
Montana
$850K – – –
GAAM
2135
Guinness Atkinson Asset Management
California
$850K -$30.9K -180 -3%
RA
2136
RiverPark Advisors
New York
$849K -$57K -332 -6%
TFO
2137
Tarbox Family Office
California
$848K – – –
HC
2138
Hamilton Capital
Ohio
$848K +$59.4K +346 +7%
CG
2139
Clarus Group
Texas
$847K -$859 -5 -0.1%
GWA
2140
Gratus Wealth Advisors
Virginia
$844K -$57.4K -334 -6%
DWM
2141
Dechtman Wealth Management
Colorado
$841K +$1.89K +11 +0.2%
SSWG
2142
Seven Springs Wealth Group
Tennessee
$840K -$2.4K -14 -0.3%
CB
2143
Centennial Bank
Arkansas
$840K -$25.1K -146 -3%
EFA
2144
Evernest Financial Advisors
Indiana
$840K +$223K +1,300 +36%
BWM
2145
Brophy Wealth Management
New Hampshire
$839K +$847K +4,932 New
DWAM
2146
Duncan Williams Asset Management
Tennessee
$837K +$174K +1,010 +26%
TWM
2147
Triton Wealth Management
Arizona
$837K – – –
MMHP
2148
Murphy Middleton Hinkle & Parker
Georgia
$837K -$21K -122 -2%
BAM
2149
Beaumont Asset Management
Texas
$836K +$15.1K +88 +2%
AGWCA
2150
Annis Gardner Whiting Capital Advisors
Florida
$836K -$7.73K -45 -0.9%
84 85
86
87 88