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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2201
SOA Wealth Advisors
New York
$692K -$149 -1 -0%
4A
2202
4Wealth Advisors
Illinois
$692K +$6.1K +41 +0.9%
HCP
2203
Hexagon Capital Partners
Arkansas
$691K +$42.9K +288 +7%
DIP
2204
Davis Investment Partners
North Carolina
$691K +$701K +4,711 New
CFO
2205
CVA Family Office
Colorado
$691K +$90K +605 +15%
AT
2206
Arlington Trust
Alabama
$691K -$90.8K -610 -12%
1M
2207
1248 Management
Missouri
$689K -$80.2K -539 -10%
DBRC
2208
D.B. Root & Company
Pennsylvania
$689K -$12.4K -83 -2%
GW
2209
Griffith & Werner
Georgia
$687K -$27.5K -185 -4%
BDF
2210
Black Diamond Financial
Maryland
$686K -$13.8K -93 -2%
CCM
2211
Chickasaw Capital Management
Tennessee
$686K -$8.93K -60 -1%
RWPA
2212
Richard W. Paul & Associates
Michigan
$685K -$35.9K -241 -5%
HCMG
2213
Howard Capital Management Group
California
$685K – – –
AWM
2214
Aprio Wealth Management
Georgia
$685K +$52.7K +354 +8%
JSL
2215
JT Stratford LLC
Georgia
$684K -$206K -1,387 -23%
KMWM
2216
Keudell/Morrison Wealth Management
Oregon
$683K -$6.4K -43 -0.9%
FFA
2217
Fortune Financial Advisors
Kansas
$682K +$3.42K +23 +0.5%
BZWA
2218
Blue Zone Wealth Advisors
California
$680K -$115K -774 -15%
JE
2219
JMAC Enterprises
Pennsylvania
$678K -$993K -6,670 -60%
BPW
2220
Bingham Private Wealth
California
$675K +$169K +1,135 +34%
SFG
2221
Sovereign Financial Group
Connecticut
$675K +$30.7K +206 +5%
GWAM
2222
Guardian Wealth Advisors (Minnesota)
Minnesota
$673K -$42.9K -288 -6%
MIC
2223
Meridian Investment Counsel
California
$669K – – –
LFA
2224
Laraway Financial Advisors
Minnesota
$668K +$149 +1 +0%
WP
2225
Waycross Partners
Kentucky
$665K – – –
87 88
89
90 91