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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VIPI
2251
Vista Investment Partners II
Indiana
$571K – – –
CH
2252
Canton Hathaway
Rhode Island
$570K – – –
HFS
2253
Hoge Financial Services
Pennsylvania
$569K +$43.3K +303 +8%
OCBCO
2254
Oversea-Chinese Banking Corp (OCBC)
Singapore
$569K -$8.91M -62,374 -94%
CIA
2255
Cohen Investment Advisors
New Hampshire
$569K +$356K +2,491 +160%
MSG
2256
Main Street Group
Virginia
$568K -$15.4K -108 -3%
VFA
2257
Voya Financial Advisors
Connecticut
$567K +$44K +308 +8%
CC
2258
Commons Capital
Massachusetts
$567K +$3.57K +25 +0.6%
GW
2259
Griffith & Werner
Georgia
$567K +$568K +3,975 New
WDG
2260
Wealth Dimensions Group
Ohio
$566K -$17.7K -124 -3%
RP
2261
Rice Partnership
Hawaii
$564K – – –
SMA
2262
Seven Mile Advisory
New Jersey
$564K +$171K +1,197 +42%
FCM
2263
Fortis Capital Management
Washington
$563K +$18K +126 +3%
AGA
2264
Arkos Global Advisors
Texas
$563K +$8.71K +61 +2%
SFGP
2265
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$563K +$6.43K +45 +1%
PAW
2266
Plan A Wealth
Nebraska
$562K -$8.43K -59 -1%
LWL
2267
Leo Wealth LLC
Texas
$562K -$2.49M -17,445 -81%
BP
2268
BWM Planning
Texas
$558K +$10.6K +74 +2%
PA
2269
Perennial Advisors
New York
$557K -$51.6K -361 -8%
GHAM
2270
Gilman Hill Asset Management
Connecticut
$555K – – –
AIS
2271
American Investment Services
Massachusetts
$555K – – –
RA
2272
Rockingstone Advisors
Massachusetts
$555K -$141K -985 -20%
BCG
2273
Breakwater Capital Group
New Jersey
$554K -$125K -876 -18%
ACS
2274
Archford Capital Strategies
Illinois
$553K -$243K -1,705 -30%
IP
2275
Ignite Planners
California
$551K +$19.3K +135 +4%
89 90
91
92 93