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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2251
Bogart Wealth LLC
Virginia
$546K +$76K +508 +14%
FIB
2252
First Interstate Bank
Montana
$546K -$459K -3,072 -43%
CIA
2253
Cohen Investment Advisors
New Hampshire
$545K +$38.1K +255 +7%
UWS
2254
Unique Wealth Strategies
Illinois
$544K +$18.1K +121 +3%
SRA
2255
Secured Retirement Advisors
Minnesota
$544K +$111K +745 +23%
TNA
2256
True North Advisors
Texas
$543K -$93.5K -625 -13%
ACS
2257
Archford Capital Strategies
Illinois
$542K -$33K -221 -5%
PAW
2258
Plan A Wealth
Nebraska
$542K -$12.3K -82 -2%
AS
2259
Aware Super
Australia
$542K -$194K -1,299 -25%
SA
2260
Sovran Advisors
California
$542K +$43.2K +289 +8%
AAP
2261
Aristotle Atlantic Partners
Florida
$542K – – –
ONST
2262
Old North State Trust
North Carolina
$541K -$3.29K -22 -0.5%
CWMK
2263
Caliber Wealth Management (Kansas)
Kansas
$540K +$596K +3,989 New
SOS
2264
Silver Oak Securities
Tennessee
$539K -$39.3K -263 -6%
FMLI
2265
Fukoku Mutual Life Insurance
Japan
$539K -$11.8K -79 -2%
RP
2266
Rice Partnership
Hawaii
$538K – – –
CWS
2267
Cypress Wealth Services
California
$538K -$16.6K -111 -3%
SCS
2268
Sound Capital Solutions
Florida
$538K +$594K +3,970 New
WG
2269
Wellington Group
Indiana
$537K – – –
SEIA
2270
Signature Estate & Investment Advisors
California
$537K -$13.3K -89 -2%
FWI
2271
Facet Wealth Inc
Maryland
$537K +$22.4K +150 +4%
PCH
2272
PGIM Custom Harvest
New Jersey
$537K -$28.7K -192 -5%
RWM
2273
Revisor Wealth Management
Ohio
$537K -$82.2K -550 -12%
BCG
2274
Breakwater Capital Group
New Jersey
$536K +$9.72K +65 +2%
JHP
2275
James Hambro & Partners
United Kingdom
$536K +$339K +2,268 +134%
89 90
91
92 93