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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2176
Triton Wealth Management
Arizona
$850K – – –
VWM
2177
VCI Wealth Management
Missouri
$849K -$193K -1,149 -19%
MWA
2178
MN Wealth Advisors
Kansas
$847K +$31.1K +185 +4%
PWCM
2179
Processus Wealth & Capital Management
Tennessee
$844K +$68.5K +407 +9%
JWWM
2180
Johnson & White Wealth Management
Pennsylvania
$841K +$56.1K +333 +7%
LAM
2181
L2 Asset Management
Massachusetts
$840K +$58.2K +346 +8%
GS
2182
GTS Securities
Florida
$837K -$1.09M -6,460 -57%
SPIS
2183
Steward Partners Investment Solutions
Oregon
$835K +$286K +1,697 +55%
PPC
2184
Park Place Capital
Alabama
$835K +$27.6K +164 +4%
TIM
2185
Thompson Investment Management
Wisconsin
$835K +$42.8K +254 +6%
MA
2186
MJP Associates
Connecticut
$833K +$306K +1,816 +62%
WMA
2187
West Michigan Advisors
Michigan
$831K +$3.54K +21 +0.4%
WCM
2188
WealthBridge Capital Management
Ohio
$831K -$49K -291 -6%
CA
2189
Cresta Advisors
Texas
$830K +$1.85K +11 +0.2%
MFC
2190
Morris Financial Concepts
South Carolina
$829K +$2.36K +14 +0.3%
RFM
2191
Royal Fund Management
Florida
$829K +$8.42K +50 +1%
KHCM
2192
Kirtland Hills Capital Management
Ohio
$828K +$786K +4,670 New
PSC
2193
Prentiss Smith & Co
Vermont
$827K +$16.8K +100 +2%
BAM
2194
Beaumont Asset Management
Texas
$825K -$8.59K -51 -1%
TWM
2195
Thrive Wealth Management
Pennsylvania
$825K +$125K +745 +19%
FWS
2196
FinDec Wealth Services
California
$821K -$2.36K -14 -0.3%
BP
2197
Broadleaf Partners
Ohio
$819K -$2.52K -15 -0.3%
AT
2198
Arlington Trust
Alabama
$819K -$79.3K -471 -9%
BPGAM
2199
BTG Pactual Global Asset Management
Bermuda
$818K +$787K +4,674 New
SWMP
2200
Signature Wealth Management Partners
New Jersey
$817K +$25.3K +150 +3%
86 87
88
89 90