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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
2276
Silver Oak Securities
Tennessee
$539K -$39.3K -263 -6%
FMLI
2277
Fukoku Mutual Life Insurance
Japan
$539K -$11.8K -79 -2%
RP
2278
Rice Partnership
Hawaii
$538K – – –
CWS
2279
Cypress Wealth Services
California
$538K -$16.6K -111 -3%
OF
2280
Optimize Financial
California
$538K -$1.94K -13 -0.3%
SCS
2281
Sound Capital Solutions
Florida
$538K +$594K +3,970 New
SEIA
2282
Signature Estate & Investment Advisors
California
$537K -$13.3K -89 -2%
FWI
2283
Facet Wealth Inc
Maryland
$537K +$22.4K +150 +4%
PCH
2284
PGIM Custom Harvest
New Jersey
$537K -$28.7K -192 -5%
RWM
2285
Revisor Wealth Management
Ohio
$537K -$82.2K -550 -12%
BCG
2286
Breakwater Capital Group
New Jersey
$536K +$9.72K +65 +2%
JHP
2287
James Hambro & Partners
United Kingdom
$536K +$339K +2,268 +134%
TCOK
2288
Trust Company of Kansas
Kansas
$535K -$37.4K -250 -6%
AIS
2289
American Investment Services
Massachusetts
$535K – – –
APA
2290
Astoria Portfolio Advisors
New York
$534K +$114K +763 +24%
GHAM
2291
Gilman Hill Asset Management
Connecticut
$533K +$25.4K +170 +5%
CA
2292
Cresta Advisors
Texas
$533K – – –
AFW
2293
Avantra Family Wealth
Pennsylvania
$532K +$25.9K +173 +5%
RC
2294
Reik & Co
New York
$531K – – –
VNA
2295
Valley National Advisers
Pennsylvania
$530K -$48.3K -323 -8%
SWM
2296
Sandro Wealth Management
New Jersey
$529K +$26.5K +177 +5%
CCM
2297
Crabel Capital Management
California
$529K +$584K +3,905 New
GWM
2298
Greenwich Wealth Management
Connecticut
$528K -$36K -241 -6%
VW
2299
Vantus Wealth
Pennsylvania
$527K +$582K +3,894 New
TIM
2300
Tortoise Investment Management
New York
$526K +$4.79K +32 +0.8%
90 91
92
93 94