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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
2151
Wealth Quarterback
New Jersey
$835K +$15.1K +88 +2%
PWCM
2152
Processus Wealth & Capital Management
Tennessee
$834K -$2.92K -17 -0.3%
SWA
2153
SOA Wealth Advisors
New York
$834K +$5.5K +32 +0.7%
ICP
2154
Ironvine Capital Partners
Nebraska
$833K – – –
DFCM
2155
Dark Forest Capital Management
Puerto Rico
$827K +$836K +4,866 New
MWM
2156
Mattern Wealth Management
Kansas
$827K -$78K -454 -9%
LPT
2157
Legacy Private Trust
Wisconsin
$825K -$61.7K -359 -7%
BFAG
2158
Blackston Financial Advisory Group
Florida
$825K +$130K +754 +18%
MCM
2159
Mainstay Capital Management
Michigan
$823K +$56.7K +330 +7%
OWP
2160
Obermeyer Wealth Partners
Colorado
$822K +$183K +1,068 +28%
SI
2161
Seeds Investor
New York
$822K +$44K +256 +6%
FPWM
2162
FSB Premier Wealth Management
Iowa
$820K +$347K +2,017 +72%
WCM
2163
Windsor Capital Management
Arizona
$820K +$5.5K +32 +0.7%
MFC
2164
Morris Financial Concepts
South Carolina
$820K +$10.7K +62 +1%
GWAM
2165
Guardian Wealth Advisors (Minnesota)
Minnesota
$817K +$42.8K +249 +5%
WMA
2166
West Michigan Advisors
Michigan
$814K +$12K +70 +1%
BCM
2167
Birch Capital Management
Texas
$811K – – –
SCA
2168
Sandy Cove Advisors
Massachusetts
$811K +$11.3K +66 +1%
SFWA
2169
Summit Financial Wealth Advisors
Louisiana
$808K -$1.37K -8 -0.2%
CNBT
2170
Cornerstone National Bank & Trust
Illinois
$806K +$21.5K +125 +3%
CA
2171
Cresta Advisors
Texas
$804K – – –
PSC
2172
Prentiss Smith & Co
Vermont
$803K – – –
AAP
2173
Arax Advisory Partners
Colorado
$803K +$34.9K +203 +4%
CWM
2174
Cahaba Wealth Management
Georgia
$801K +$1.89K +11 +0.2%
CCM
2175
Crabel Capital Management
California
$800K +$809K +4,707 New
85 86
87
88 89