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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
2151
Quantum Financial Advisors
California
$625K +$4.04K +27 +0.6%
CAM
2152
Chesapeake Asset Management
New York
$624K -$363K -2,428 -34%
SFWA
2153
Summit Financial Wealth Advisors
Louisiana
$623K -$49.5K -331 -7%
PWM
2154
Prentice Wealth Management
New York
$622K -$14.2K -95 -2%
XWL
2155
XXI Wealth LLC
Illinois
$620K -$18.4K -123 -3%
AFG
2156
Allegheny Financial Group
Pennsylvania
$620K -$4.04K -27 -0.6%
WEG
2157
World Equity Group
Illinois
$620K +$9.42K +63 +1%
EFG
2158
Embree Financial Group
Illinois
$617K +$75.8K +507 +13%
EP
2159
Essential Partners
California
$616K -$516K -3,451 -43%
HTHT
2160
Hemenway Trust Hemenway Trust
New Hampshire
$615K -$5.23K -35 -0.8%
PA
2161
Prairie Advisory
Kansas
$615K +$679K +4,544 New
HA
2162
Huntleigh Advisors
Missouri
$615K +$8.97K +60 +1%
WPA
2163
West Paces Advisors
Georgia
$614K -$29.9K -200 -4%
BRG
2164
Bay Rivers Group
Virginia
$614K +$89.7K +600 +15%
AA
2165
Advisory Alpha
Michigan
$613K -$117K -782 -15%
TC
2166
TAGStone Capital
North Carolina
$612K +$8.52K +57 +1%
EA
2167
Everpar Advisors
Oklahoma
$612K -$37.2K -249 -5%
HI
2168
Hoey Investments
Pennsylvania
$611K – – –
WCM
2169
Weik Capital Management
Pennsylvania
$611K -$35.9K -240 -5%
IWM
2170
Integris Wealth Management
California
$610K -$58.9K -394 -8%
BMWM
2171
Brown Miller Wealth Management
Virginia
$610K – – –
FAT
2172
First American Trust
California
$609K -$382K -2,556 -36%
PF
2173
Prota Financial
Texas
$609K +$61.2K +409 +10%
SCA
2174
Sippican Capital Advisors
Massachusetts
$608K – – –
TWM
2175
Trueblood Wealth Management
Ohio
$608K +$5.98K +40 +0.9%
85 86
87
88 89