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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2251
Gables Capital Management
Florida
$645K +$22.3K +150 +4%
HCA
2252
Horan Capital Advisors
Ohio
$645K -$26.8K -180 -4%
NC
2253
Napatree Capital
Rhode Island
$645K +$17.3K +116 +3%
WCM
2254
WealthBridge Capital Management
Ohio
$644K -$45.8K -308 -7%
TFF
2255
The Family Firm
Maryland
$642K +$1.49K +10 +0.2%
PCM
2256
Pointe Capital Management
Michigan
$642K – – –
FFS
2257
Founders Financial Securities
Maryland
$642K +$301K +2,022 +73%
CG
2258
Curat Global
New Hampshire
$641K +$637K +4,277 New
CFS
2259
Commonwealth Financial Services
West Virginia
$640K +$27.4K +184 +5%
AIS
2260
American Investment Services
Massachusetts
$635K – – –
PAM
2261
PCG Asset Management
New Jersey
$633K +$8.93K +60 +1%
WG
2262
Watchman Group
Texas
$632K -$334K -2,245 -35%
ONST
2263
Old North State Trust
North Carolina
$632K – – –
HI
2264
Humankind Investments
New York
$629K +$33.8K +227 +6%
AW
2265
Atlas Wealth
Ohio
$628K +$43.6K +293 +8%
TWM
2266
TCFG Wealth Management
California
$627K +$334K +2,242 +116%
WDL
2267
Well Done LLC
Michigan
$625K +$38.4K +258 +7%
GWM
2268
Greenwich Wealth Management
Connecticut
$625K -$19.2K -129 -3%
MSG
2269
Main Street Group
Virginia
$622K -$25.5K -171 -4%
CP
2270
Clarendon Private
Massachusetts
$619K -$64K -430 -9%
CCM
2271
Chilton Capital Management
Texas
$618K -$148K -994 -19%
BI
2272
Bolthouse Investments
California
$618K – – –
CFG
2273
Cooper Financial Group
California
$617K +$5.51K +37 +0.9%
PIP
2274
Peachtree Investment Partners
Florida
$616K -$96.7K -650 -14%
WI
2275
Wedgewood Investors
Pennsylvania
$613K -$3.13K -21 -0.5%
89 90
91
92 93