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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2176
CVA Family Office
Colorado
$717K +$28.2K +181 +4%
AFG
2177
Allegheny Financial Group
Pennsylvania
$715K +$6.54K +42 +0.9%
ACA
2178
American Capital Advisory
Idaho
$714K +$1.87K +12 +0.3%
LIM
2179
Longfellow Investment Management
Massachusetts
$714K -$462K -2,962 -39%
KMWM
2180
Keudell/Morrison Wealth Management
Oregon
$714K -$14.6K -94 -2%
GB
2181
Goepper Burkhardt
South Carolina
$713K -$100K -643 -12%
QFA
2182
Quantum Financial Advisors
California
$712K -$4.99K -32 -0.7%
HTHT
2183
Hemenway Trust Hemenway Trust
New Hampshire
$711K -$12K -77 -2%
JRPIM
2184
Journey Retirement Planning & Investment Management
Idaho
$710K -$1.54M -9,906 -68%
PCA
2185
Prosperity Capital Advisors
Ohio
$709K -$62.2K -399 -8%
SLA
2186
Silver Lake Advisory
Utah
$708K -$24.5K -157 -3%
WI
2187
WrapManager Inc
California
$708K +$4.99K +32 +0.7%
OP
2188
Oslo Pensjonsforsikring
$706K +$708K +4,545 New
DE
2189
Defiance ETFs
New York
$704K +$706K +4,533 New
DOA
2190
D'Orazio & Associates
Virginia
$701K +$7.48K +48 +1%
WEG
2191
World Equity Group
Illinois
$701K +$38.5K +247 +6%
IP
2192
Ignite Planners
California
$701K +$49.6K +318 +8%
HI
2193
Hoey Investments
Pennsylvania
$701K – – –
RWM
2194
Revisor Wealth Management
Ohio
$701K -$2.96K -19 -0.4%
BMWM
2195
Brown Miller Wealth Management
Virginia
$699K -$121K -775 -15%
NA
2196
Nordwand Advisors
Pennsylvania
$698K -$44.4K -285 -6%
SCA
2197
Sippican Capital Advisors
Massachusetts
$698K -$9.35K -60 -1%
WLPWM
2198
Walled Lake Planning & Wealth Management
Illinois
$698K +$328K +2,102 +88%
SI
2199
Seeds Investor
New York
$698K +$57.7K +370 +9%
OFG
2200
OmniStar Financial Group
North Carolina
$696K -$1.34M -8,615 -66%
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88
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