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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWWM
2176
Johnson & White Wealth Management
Pennsylvania
$767K +$735K +4,207 New
AIS
2177
American Investment Services
Massachusetts
$766K – – –
PF
2178
Phoenix Financial
Israel
$764K +$745K +4,261 New
1WA
2179
180 Wealth Advisors
Washington
$762K +$10.3K +59 +1%
SM
2180
Sweeney & Michel
California
$761K +$733K +4,194 New
EA
2181
Eudaimonia Advisors
Tennessee
$760K -$7.17K -41 -1%
LFA
2182
Laraway Financial Advisors
Minnesota
$760K -$43.5K -249 -6%
AMCA
2183
Arthur M. Cohen & Associates
Illinois
$760K +$161K +920 +28%
LFG
2184
Larson Financial Group
Missouri
$759K -$918K -5,254 -56%
TA
2185
Townsend & Associates
Colorado
$758K +$473K +2,706 +214%
AWA
2186
AmeriServ Wealth Advisors
Pennsylvania
$757K -$7.34K -42 -1%
HCMG
2187
Howard Capital Management Group
California
$754K +$440K +2,516 +155%
SFS
2188
Security Financial Services
Indiana
$754K +$19.9K +114 +3%
T
2189
TCWP
Ohio
$753K +$1.4K +8 +0.2%
BAAM
2190
Baker Avenue Asset Management
California
$749K -$458K -2,622 -39%
AFC
2191
AFT Forsyth & Company
Florida
$747K – – –
CFO
2192
CVA Family Office
Colorado
$746K +$47.9K +274 +7%
SFG
2193
Sovereign Financial Group
Connecticut
$746K -$1.4K -8 -0.2%
CSWM
2194
Cassady Schiller Wealth Management
Ohio
$745K -$3.67K -21 -0.5%
FCT
2195
First Community Trust
Iowa
$745K -$52.8K -302 -7%
OFG
2196
OmniStar Financial Group
North Carolina
$743K -$150K -859 -17%
WA
2197
Waddell & Associates
Tennessee
$743K -$17.3K -99 -2%
GA
2198
GraniteShares Advisors
New York
$741K -$32.3K -185 -4%
MKA
2199
M. Kulyk & Associates
Georgia
$739K -$44.4K -254 -6%
PCA
2200
Prosperity Capital Advisors
Ohio
$739K +$13.3K +76 +2%
86 87
88
89 90