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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
2251
Heck Capital Advisors
Wisconsin
$406K +$5.54K +38 +1%
DA
2252
DSC Advisors
Illinois
$404K -$81.3K -558 -17%
BAMG
2253
Brand Asset Management Group
Missouri
$403K +$7.29K +50 +2%
BB
2254
Bell Bank
North Dakota
$403K +$19.1K +131 +5%
CWM
2255
Connecticut Wealth Management
Connecticut
$402K -$55.5K -381 -12%
HA
2256
Harborview Advisors
Maine
$402K +$396K +2,716 New
LDFR
2257
Lehman & Derafelo Financial Resources
Pennsylvania
$401K +$3.64K +25 +0.9%
KOC
2258
Koss-Olinger Consulting
Florida
$400K +$4.22K +29 +2%
FFS
2259
Founders Financial Securities
Maryland
$397K +$583 +4 +0.1%
RP
2260
Rowlandmiller & Partners
Georgia
$395K – – –
GLA
2261
Good Life Advisors
Pennsylvania
$395K -$43.3K -297 -10%
LD
2262
Lipe & Dalton
New York
$395K – – –
CCFM
2263
Clear Creek Financial Management
Washington
$395K +$389K +2,668 New
CMO
2264
Covenant Multifamily Offices
Texas
$393K -$14.9K -102 -4%
HCMG
2265
Howard Capital Management Group
California
$393K – – –
PPW
2266
Parcion Private Wealth
Washington
$392K -$48.4K -332 -11%
RTC
2267
Riverview Trust Company
Washington
$392K -$8.01K -55 -2%
IFG
2268
Investors Financial Group
Minnesota
$391K -$728 -5 -0.2%
LK
2269
Lumbard & Kellner
New Hampshire
$391K – – –
GSIS
2270
Global Strategic Investment Solutions
Arizona
$390K +$874 +6 +0.2%
5L
2271
55I LLC
Massachusetts
$390K +$44.7K +307 +13%
EBSAM
2272
Eubel Brady & Suttman Asset Management
Ohio
$389K -$401K -2,752 -50%
CM
2273
Columbus Macro
Pennsylvania
$389K -$2.19K -15 -0.6%
AWS
2274
Arkfeld Wealth Strategies
Nebraska
$389K – – –
OWM
2275
Opes Wealth Management
California
$389K – – –
89 90
91
92 93