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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
2151
Hamilton Capital
Ohio
$840K +$51.9K +313 +7%
TWM
2152
Triton Wealth Management
Arizona
$839K +$16.6K +100 +2%
CF
2153
Centaurus Financial
California
$834K +$96.4K +581 +13%
ICP
2154
Ironvine Capital Partners
Nebraska
$832K – – –
AA
2155
Apriem Advisors
California
$828K +$22.2K +134 +3%
LB
2156
Legacy Bridge
Iowa
$825K -$74.6K -450 -8%
HCA
2157
Horan Capital Advisors
Ohio
$821K +$19.4K +117 +2%
ET
2158
Entropy Technologies
New York
$819K +$800K +4,824 New
SCA
2159
Sippican Capital Advisors
Massachusetts
$817K +$149K +900 +23%
CHAM
2160
Clear Harbor Asset Management
Connecticut
$817K +$35.8K +216 +5%
HCM
2161
Hollencrest Capital Management
California
$813K +$41K +247 +5%
BAM
2162
Beaumont Asset Management
Texas
$809K -$718K -4,332 -48%
AC
2163
Allstate Corporation
Illinois
$809K -$43.6K -263 -5%
AWA
2164
Aaron Wealth Advisors
Illinois
$808K -$111K -668 -12%
CA
2165
Cresta Advisors
Texas
$803K -$133K -802 -14%
WMA
2166
West Michigan Advisors
Michigan
$803K +$2.32K +14 +0.3%
MFC
2167
Morris Financial Concepts
South Carolina
$803K +$2.32K +14 +0.3%
OFS
2168
OneAscent Financial Services
Alabama
$802K +$515K +3,105 +196%
B
2169
Barings
North Carolina
$799K -$2.49K -15 -0.3%
FWS
2170
FinDec Wealth Services
California
$799K -$35.7K -215 -4%
CAM
2171
Creekmur Asset Management
Illinois
$799K +$780K +4,702 New
WA
2172
Wealth Architects
California
$798K +$9.45K +57 +1%
BP
2173
Broadleaf Partners
Ohio
$798K – – –
RFM
2174
Royal Fund Management
Florida
$796K -$84.4K -509 -10%
FFO
2175
Fiduciary Family Office
Florida
$796K +$777K +4,684 New
85 86
87
88 89