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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
2201
Black Diamond Financial
Maryland
$587K +$9.42K +63 +1%
WFA
2202
WJ Financial Advisors
Connecticut
$586K -$1.5K -10 -0.2%
QA
2203
Quattro Advisors
Pennsylvania
$586K +$97.6K +653 +18%
PWP
2204
Phillips Wealth Planners
Mississippi
$586K +$33.2K +222 +6%
CT
2205
Clearstead Trust
Maine
$586K -$249K -1,668 -28%
WTB
2206
Washington Trust Bank
Washington
$583K -$65.8K -440 -9%
PCS
2207
Personal CFO Solutions
New Jersey
$581K +$32K +214 +5%
WCM
2208
Winebrenner Capital Management
Kentucky
$581K +$11.2K +75 +2%
SLA
2209
Silver Lake Advisory
Utah
$580K -$41.3K -276 -6%
PA
2210
Perennial Advisors
New York
$579K +$598 +4 +0.1%
CAM
2211
Councilmark Asset Management
Tennessee
$579K – – –
LWM
2212
Liberty Wealth Management
California
$578K – – –
HFO
2213
Heritage Family Offices
Arizona
$576K -$393K -2,626 -38%
PEWA
2214
Pacific Excel Wealth Advisors
California
$576K +$636K +4,252 New
VFA
2215
Voya Financial Advisors
Connecticut
$575K -$57.4K -384 -8%
NERM
2216
New England Research & Management
Illinois
$575K -$18.7K -125 -3%
FHC
2217
First Heartland Consultants
Missouri
$574K +$9.42K +63 +2%
AW
2218
Atlas Wealth
Ohio
$574K -$1.79K -12 -0.3%
DOA
2219
D'Orazio & Associates
Virginia
$574K -$41.6K -278 -6%
AAG
2220
Armstrong Advisory Group
Massachusetts
$572K -$12.3K -82 -2%
BWA
2221
Basecamp Wealth Advisors
Washington
$572K -$598 -4 -0.1%
WAM
2222
Weatherly Asset Management
California
$572K +$6.43K +43 +1%
GB
2223
Goepper Burkhardt
South Carolina
$571K -$56.1K -375 -8%
TC
2224
TwinBeech Capital
New York
$569K +$430K +2,874 +216%
FFG
2225
Fiduciary Financial Group
California
$569K +$375K +2,507 +148%
87 88
89
90 91