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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
2251
Cornerstone National Bank & Trust
Illinois
$692K -$195K -1,045 -22%
SIA
2252
Soltis Investment Advisors
Utah
$691K -$35.5K -190 -5%
CIG
2253
Cairn Investment Group
Washington
$691K – – –
SC
2254
Stephens Consulting
Michigan
$691K -$5.6K -30 -0.8%
RWP
2255
Ridgecrest Wealth Partners
California
$691K – – –
LSC
2256
Lesa Sroufe & Co
Washington
$690K – – –
CPC
2257
Consolidated Planning Corp
Georgia
$690K +$695K +3,725 New
WA
2258
Wealth Architects
California
$689K -$26.1K -140 -4%
FFA
2259
Farther Finance Advisors
California
$688K +$117K +628 +20%
HAFS
2260
Hapanowicz & Associates Financial Services
Pennsylvania
$687K – – –
IFS
2261
Intelligent Financial Strategies
Minnesota
$686K +$560 +3 +0.1%
VCM
2262
Versant Capital Management
Arizona
$683K -$13.4K -72 -2%
GCMG
2263
Gyroscope Capital Management Group
Florida
$681K -$299K -1,600 -30%
PTC
2264
Philadelphia Trust Company
Pennsylvania
$680K -$157K -842 -19%
CWP
2265
Capital Wealth Planning
Florida
$680K +$41.6K +223 +6%
PCMF
2266
Private Capital Management (Florida)
Florida
$677K +$1.31K +7 +0.2%
EFH
2267
Eaton Financial Holdings
Florida
$676K +$187 +1 +0%
CBB
2268
Citizens Business Bank
California
$673K +$298K +1,598 +78%
HIIFS
2269
Harel Insurance Investments & Financial Services
Israel
$672K +$217K +1,163 +47%
CHA
2270
Cooper/Haims Advisors
New York
$672K – – –
IGWM
2271
ICA Group Wealth Management
Colorado
$672K -$1.08M -5,804 -62%
WW
2272
Waterfront Wealth
Kansas
$672K -$18.3K -98 -3%
LF
2273
LifeSteps Financial
California
$671K -$4.67K -25 -0.7%
HAS
2274
HBW Advisory Services
California
$671K +$24.8K +133 +4%
CAM
2275
Cubic Asset Management
Massachusetts
$669K – – –
89 90
91
92 93