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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2126
Trueblood Wealth Management
Ohio
$771K -$32.1K -216 -4%
SG
2127
Somerset Group
Minnesota
$770K – – –
APW
2128
Austin Private Wealth
Texas
$770K +$54.9K +369 +8%
GLA
2129
Good Life Advisors
Pennsylvania
$767K -$29.5K -198 -4%
FAIM
2130
Financial Advocates Investment Management
Washington
$767K -$186K -1,253 -20%
CA
2131
Cornerstone Advisory
Maryland
$763K -$18.9K -127 -2%
AAG
2132
Armstrong Advisory Group
Massachusetts
$763K – – –
BRG
2133
Bay Rivers Group
Virginia
$763K -$73.8K -496 -9%
GC
2134
Gilbert & Cook
Iowa
$762K -$57K -383 -7%
CAM
2135
CPA Asset Management
Florida
$761K – – –
CNBT
2136
Cornerstone National Bank & Trust
Illinois
$759K +$37.8K +254 +5%
OWP
2137
Obermeyer Wealth Partners
Colorado
$757K -$9.23K -62 -1%
QWM
2138
Quadcap Wealth Management
Texas
$756K +$7.74K +52 +1%
QC
2139
Quent Capital
New York
$752K -$98.1K -659 -12%
IWA
2140
IVC Wealth Advisors
Pennsylvania
$752K -$9.23K -62 -1%
WCM
2141
Windsor Capital Management
Arizona
$752K +$28.3K +190 +4%
AWAU
2142
Alliance Wealth Advisors (Utah)
Utah
$752K +$5.66K +38 +0.8%
MP
2143
Moment Partners
California
$749K -$2.98K -20 -0.4%
NA
2144
Novus Advisors
South Carolina
$749K -$46K -309 -6%
TFO
2145
Tarbox Family Office
California
$748K – – –
HBWM
2146
Hollow Brook Wealth Management
New York
$748K -$36.9K -248 -5%
1IA
2147
1620 Investment Advisors
Massachusetts
$747K +$9.23K +62 +1%
WP
2148
Westmount Partners
California
$746K -$290K -1,948 -28%
CWM
2149
Chesapeake Wealth Management
Virginia
$745K -$14.1K -95 -2%
PA
2150
Promethium Advisors
Maryland
$745K -$21.1K -142 -3%
84 85
86
87 88