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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
2201
Arbor Trust Wealth Advisors
Michigan
$647K -$198K -1,345 -23%
JE
2202
JMAC Enterprises
Pennsylvania
$644K -$44.1K -300 -6%
SEIA
2203
Signature Estate & Investment Advisors
California
$644K +$1.18K +8 +0.2%
IP
2204
Ignite Planners
California
$644K +$38.9K +265 +7%
HCMG
2205
Howard Capital Management Group
California
$643K – – –
SMWM
2206
Silvia McColl Wealth Management
California
$643K -$4.85K -33 -0.7%
GSEP
2207
Golden State Equity Partners
California
$642K -$238K -1,622 -27%
LWM
2208
LongView Wealth Management
Georgia
$642K -$19.2K -131 -3%
DOA
2209
D'Orazio & Associates
Virginia
$641K +$124K +847 +23%
BZWA
2210
Blue Zone Wealth Advisors
California
$640K – – –
TWM
2211
Thrive Wealth Management
Pennsylvania
$638K +$214K +1,457 +49%
CFO
2212
CVA Family Office
Colorado
$636K -$41.1K -280 -6%
WP
2213
Waycross Partners
Kentucky
$636K – – –
CCA
2214
Childress Capital Advisors
Texas
$635K +$30.1K +205 +5%
IPAM
2215
Investment Partners Asset Management
New Jersey
$633K -$85.7K -583 -12%
CCA
2216
Cottonwood Capital Advisors
Utah
$633K -$5.58K -38 -0.9%
PUI
2217
Purpose Unlimited Inc
$632K +$647K +4,401 New
SFG
2218
Shum Financial Group
California
$629K -$6.02K -41 -0.9%
PFW
2219
Petros Family Wealth
Minnesota
$627K +$5.14K +35 +0.8%
WTB
2220
Washington Trust Bank
Washington
$626K -$175K -1,189 -21%
SWMP
2221
Signature Wealth Management Partners
New Jersey
$626K – – –
LFA
2222
Laraway Financial Advisors
Minnesota
$625K -$14.7K -100 -2%
AFGAS
2223
Allegiance Financial Group Advisory Services
Virginia
$625K +$124K +847 +24%
SM
2224
Sweeney & Michel
California
$625K +$15.4K +105 +3%
TIM
2225
Tortoise Investment Management
New York
$625K +$2.94K +20 +0.5%
87 88
89
90 91