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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2201
Delta Investment Management
California
$723K +$242K +1,480 +45%
PSC
2202
Prentiss Smith & Co
Vermont
$718K – – –
SSWG
2203
Seven Springs Wealth Group
Tennessee
$717K -$36.9K -225 -5%
CFIA
2204
Cantor Fitzgerald Investment Advisors
New York
$717K +$41K +250 +6%
SFWA
2205
Summit Financial Wealth Advisors
Louisiana
$715K +$164 +1 +0%
RPWA
2206
Regent Peak Wealth Advisors
Georgia
$712K -$1.54M -9,388 -67%
WMA
2207
West Michigan Advisors
Michigan
$712K -$23.6K -144 -3%
DBRC
2208
D.B. Root & Company
Pennsylvania
$711K +$12.5K +76 +2%
KW
2209
KWB Wealth
California
$711K -$21K -128 -3%
FAM
2210
Fairtree Asset Management
South Africa
$711K +$766K +4,673 New
BDF
2211
Black Diamond Financial
Maryland
$710K +$46.7K +285 +6%
CWP
2212
CFM Wealth Partners
Texas
$708K +$39.3K +240 +5%
SC
2213
Savoie Capital
Illinois
$707K – – –
MSF
2214
Mustard Seed Financial
Arkansas
$706K – – –
CCM
2215
Chickasaw Capital Management
Tennessee
$705K – – –
BMWM
2216
Brown Miller Wealth Management
Virginia
$705K -$182K -1,111 -19%
AWAP
2217
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$705K – – –
MIM
2218
Miller Investment Management
Pennsylvania
$704K – – –
SIC
2219
Sigma Investment Counselors
Michigan
$704K +$52.3K +319 +7%
SWA
2220
SOA Wealth Advisors
New York
$702K -$46.9K -286 -6%
KTM
2221
Keeler Thomas Management
Utah
$701K – – –
LB
2222
Legacy Bridge
Iowa
$701K – – –
SWA
2223
Sax Wealth Advisors
New Jersey
$701K -$122K -744 -14%
WCM
2224
WealthBridge Capital Management
Ohio
$700K -$819 -5 -0.1%
KMWM
2225
Keudell/Morrison Wealth Management
Oregon
$699K +$117K +712 +18%
87 88
89
90 91