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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2226
Blueshift Asset Management
New Jersey
$798K -$126K -748 -14%
BCG
2227
Breakwater Capital Group
New Jersey
$797K +$17.5K +104 +2%
BZWA
2228
Blue Zone Wealth Advisors
California
$796K – – –
B
2229
Barings
North Carolina
$796K -$26.9K -160 -3%
KWM
2230
KFG Wealth Management
Indiana
$795K +$100K +594 +15%
SFWA
2231
Summit Financial Wealth Advisors
Louisiana
$793K +$40.4K +240 +6%
TFF
2232
The Family Firm
Maryland
$793K +$2.19K +13 +0.3%
HCA
2233
Horan Capital Advisors
Ohio
$793K -$51K -303 -6%
CHAM
2234
Clear Harbor Asset Management
Connecticut
$792K -$47.5K -282 -6%
OFS
2235
OneAscent Financial Services
Alabama
$792K -$32.8K -195 -4%
CC
2236
Corton Capital
Ontario, Canada
$790K -$296K -1,759 -28%
TNA
2237
True North Advisors
Texas
$790K -$9.76K -58 -1%
SIA
2238
Spectrum Investment Advisors
Wisconsin
$789K +$2.52K +15 +0.3%
AWAP
2239
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$789K – – –
CFG
2240
Carr Financial Group
Massachusetts
$787K -$211K -1,251 -22%
SPC
2241
Stewart & Patten Company
California
$786K – – –
WDL
2242
Well Done LLC
Michigan
$785K +$33.7K +200 +5%
HCMG
2243
Howard Capital Management Group
California
$784K – – –
DWM
2244
Drive Wealth Management
Utah
$784K -$8.25K -49 -1%
AI
2245
Arvest Investments
Arkansas
$783K +$753K +4,472 New
PBO
2246
Peoples Bank (Ohio)
Ohio
$782K +$6.73K +40 +0.9%
CNBT
2247
Cornerstone National Bank & Trust
Illinois
$782K +$130K +771 +21%
ONST
2248
Old North State Trust
North Carolina
$781K +$752K +4,465 New
MF
2249
Montis Financial
Massachusetts
$779K -$26.1K -155 -3%
NRG
2250
Nemes Rush Group
Michigan
$778K -$26.4K -157 -3%
88 89
90
91 92