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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
2201
Hexagon Capital Partners
Arkansas
$691K +$42.9K +288 +7%
DIP
2202
Davis Investment Partners
North Carolina
$691K +$701K +4,711 New
CFO
2203
CVA Family Office
Colorado
$691K +$90K +605 +15%
AT
2204
Arlington Trust
Alabama
$691K -$90.8K -610 -12%
1M
2205
1248 Management
Missouri
$689K -$80.2K -539 -10%
DBRC
2206
D.B. Root & Company
Pennsylvania
$689K -$12.4K -83 -2%
GW
2207
Griffith & Werner
Georgia
$687K -$27.5K -185 -4%
BDF
2208
Black Diamond Financial
Maryland
$686K -$13.8K -93 -2%
CCM
2209
Chickasaw Capital Management
Tennessee
$686K -$8.93K -60 -1%
RWPA
2210
Richard W. Paul & Associates
Michigan
$685K -$35.9K -241 -5%
HCMG
2211
Howard Capital Management Group
California
$685K – – –
AWM
2212
Aprio Wealth Management
Georgia
$685K +$52.7K +354 +8%
JSL
2213
JT Stratford LLC
Georgia
$684K -$206K -1,387 -23%
KMWM
2214
Keudell/Morrison Wealth Management
Oregon
$683K -$6.4K -43 -0.9%
FFA
2215
Fortune Financial Advisors
Kansas
$682K +$3.42K +23 +0.5%
BZWA
2216
Blue Zone Wealth Advisors
California
$680K -$115K -774 -15%
JE
2217
JMAC Enterprises
Pennsylvania
$678K -$993K -6,670 -60%
BPW
2218
Bingham Private Wealth
California
$675K +$169K +1,135 +34%
SFG
2219
Sovereign Financial Group
Connecticut
$675K +$30.7K +206 +5%
GWAM
2220
Guardian Wealth Advisors (Minnesota)
Minnesota
$673K -$42.9K -288 -6%
MIC
2221
Meridian Investment Counsel
California
$669K – – –
LFA
2222
Laraway Financial Advisors
Minnesota
$668K +$149 +1 +0%
WP
2223
Waycross Partners
Kentucky
$665K – – –
PCP
2224
Proficio Capital Partners
Massachusetts
$663K -$4.32K -29 -0.7%
CTI
2225
Community Trust & Investment
Kentucky
$661K -$52.5K -353 -7%
87 88
89
90 91