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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
2151
Flagship Wealth Advisors
Massachusetts
$745K -$249K -1,671 -25%
PCA
2152
Prosperity Capital Advisors
Ohio
$744K -$32.3K -217 -4%
FFP
2153
Freedom Financial Partners
Minnesota
$743K +$108K +726 +17%
HFS
2154
Hopwood Financial Services
Virginia
$742K -$14.7K -99 -2%
FG
2155
Foster Group
Iowa
$741K +$95.7K +643 +15%
I
2156
INVST
Indiana
$740K +$433K +2,907 +143%
PWCM
2157
Processus Wealth & Capital Management
Tennessee
$739K +$3.57K +24 +0.5%
MMHP
2158
Murphy Middleton Hinkle & Parker
Georgia
$738K +$595 +4 +0.1%
OAM
2159
OP Asset Management
$738K +$733K +4,923 New
SSWG
2160
Seven Springs Wealth Group
Tennessee
$737K +$29.8K +200 +4%
OPPS
2161
Obsidian Personal Planning Solutions
Maryland
$736K -$23.7K -159 -3%
WB
2162
West Bancorporation
Iowa
$736K – – –
ICP
2163
Ironvine Capital Partners
Nebraska
$735K – – –
BAM
2164
Beaumont Asset Management
Texas
$735K +$10.6K +71 +1%
PCS
2165
Personal CFO Solutions
New Jersey
$734K +$8.63K +58 +1%
BHCM
2166
Brevan Howard Capital Management
Jersey
$729K -$3.67M -24,679 -84%
MFC
2167
Morris Financial Concepts
South Carolina
$728K +$5.21K +35 +0.7%
KP
2168
Keel Point
Alabama
$727K +$182K +1,222 +34%
RBFC
2169
Roman Butler Fullerton & Co
Missouri
$727K -$31.1K -209 -4%
SIA
2170
Schechter Investment Advisors
Michigan
$727K -$178K -1,193 -20%
AFG
2171
Allegheny Financial Group
Pennsylvania
$725K +$893 +6 +0.1%
CB
2172
Centennial Bank
Arkansas
$725K +$595 +4 +0.1%
CF
2173
Centaurus Financial
California
$725K +$8.63K +58 +1%
CA
2174
CoreCap Advisors
Michigan
$725K +$162K +1,091 +29%
FMLI
2175
Fukoku Mutual Life Insurance
Japan
$724K – – –
85 86
87
88 89