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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
2126
Catalyst Financial Partners
Massachusetts
$806K -$158K -962 -15%
JWWM
2127
Johnson & White Wealth Management
Pennsylvania
$806K +$879K +5,366 New
PG
2128
Proffitt & Goodson
Tennessee
$806K -$16.2K -99 -2%
LAM
2129
L2 Asset Management
Massachusetts
$806K -$21.8K -133 -2%
CA
2130
Cresta Advisors
Texas
$804K – – –
S
2131
SimplyRich
California
$803K – – –
CIA
2132
Cladis Investment Advisory
Montana
$803K +$45.9K +280 +6%
LWM
2133
Lakeridge Wealth Management
Ohio
$803K -$8.36K -51 -1%
AR
2134
Apeiron RIA
Texas
$802K +$177K +1,082 +26%
ISFAN
2135
Investor's Fiduciary Advisor Network
Washington
$802K +$865K +5,280 New
AAM
2136
Aureus Asset Management
Massachusetts
$801K -$1.64K -10 -0.2%
REMPR
2137
Roof Eidam Maycock Peralta (REMP)
California
$800K – – –
AIC
2138
Argus Investors Counsel
New York
$797K -$142K -865 -14%
PRP
2139
Peak Retirement Planning
Ohio
$797K +$860K +5,247 New
HBWM
2140
Hollow Brook Wealth Management
New York
$796K – – –
CCA
2141
Cottonwood Capital Advisors
Utah
$794K -$4.92K -30 -0.6%
AT
2142
Arlington Trust
Alabama
$793K +$85K +519 +11%
GFG
2143
Goldstone Financial Group
Illinois
$792K +$18.8K +115 +2%
OFS
2144
OneAscent Financial Services
Alabama
$792K +$23.1K +141 +3%
BCM
2145
Boltwood Capital Management
California
$790K +$4.1K +25 +0.5%
PCA
2146
Prosperity Capital Advisors
Ohio
$789K +$23.1K +141 +3%
1M
2147
1248 Management
Missouri
$788K +$842K +5,137 New
AFM
2148
Armstrong Fleming & Moore
District of Columbia
$788K -$7.86K -48 -0.9%
SMWM
2149
Silvia McColl Wealth Management
California
$787K – – –
PA
2150
Promethium Advisors
Maryland
$784K +$164 +1 +0%
84 85
86
87 88