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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2201
Academy Capital Management
Texas
$696K -$1.4M -8,988 -67%
HA
2202
Huntleigh Advisors
Missouri
$696K +$179K +1,149 +35%
SMWM
2203
Silvia McColl Wealth Management
California
$695K – – –
AFGAS
2204
Allegiance Financial Group Advisory Services
Virginia
$695K +$18.5K +119 +3%
QPBE
2205
Quintet Private Bank (Europe)
Luxembourg
$695K -$647K -4,155 -48%
TC
2206
TAGStone Capital
North Carolina
$693K +$300K +1,926 +76%
GI
2207
Gradient Investments
Minnesota
$693K +$143K +915 +26%
VFA
2208
Voya Financial Advisors
Connecticut
$693K +$76.5K +491 +12%
BZWA
2209
Blue Zone Wealth Advisors
California
$693K – – –
QC
2210
Quent Capital
New York
$692K -$92.1K -591 -12%
TWM
2211
Trueblood Wealth Management
Ohio
$691K -$12.5K -80 -2%
HP
2212
Holistic Planning
Texas
$690K -$89.9K -577 -11%
WP
2213
Waycross Partners
Kentucky
$688K – – –
TFO
2214
Tarbox Family Office
California
$688K -$73.1K -469 -10%
AA
2215
Auxano Advisors
Washington
$687K +$15.6K +100 +2%
GWP
2216
Gen-Wealth Partners
Michigan
$686K -$303K -1,942 -31%
CCA
2217
Cottonwood Capital Advisors
Utah
$685K – – –
HCMG
2218
Howard Capital Management Group
California
$682K -$14K -90 -2%
SFG
2219
Shum Financial Group
California
$679K -$935 -6 -0.1%
NERM
2220
New England Research & Management
Illinois
$678K -$27.7K -178 -4%
EWM
2221
Elevatus Welath Management
New York
$678K +$19.5K +125 +3%
OAM
2222
Occidental Asset Management
California
$677K +$11.4K +73 +2%
SWMP
2223
Signature Wealth Management Partners
New Jersey
$677K – – –
NAS
2224
NWF Advisory Services
California
$677K -$62.3K -400 -8%
UFF
2225
USA Financial Formulas
Michigan
$676K +$678K +4,354 New
87 88
89
90 91