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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2276
Calton & Associates
Florida
$363K -$50.5K -368 -13%
FNBOSM
2277
First National Bank of South Miami
Florida
$363K -$1.92K -14 -0.5%
SFS
2278
Summit Financial Strategies
Ohio
$361K -$15.8K -115 -4%
CSWG
2279
Cardinal Strategic Wealth Guidance
Kentucky
$361K -$8.78K -64 -2%
BOS
2280
Bingham Osborn & Scarborough
California
$361K +$5.35K +39 +2%
OPOWM
2281
One Plus One Wealth Management
Florida
$361K +$351K +2,555 New
AWS
2282
Arkfeld Wealth Strategies
Nebraska
$360K -$1.37K -10 -0.4%
WA
2283
Wealth Architects
California
$360K -$1.1K -8 -0.3%
LWM
2284
Loveless Wealth Management
Montana
$360K +$37K +270 +12%
ACA
2285
Ackerman Capital Advisors
Texas
$359K – – –
GWM
2286
Greenwich Wealth Management
Connecticut
$359K +$5.21K +38 +2%
AA
2287
ALPS Advisors
Colorado
$358K +$82.1K +598 +31%
LA
2288
Latitude Advisors
Florida
$357K -$278K -2,023 -45%
FI
2289
Fosun International
China
$356K -$94K -685 -22%
TFGT
2290
TS Financial Group (TSFG)
Illinois
$356K -$4.94K -36 -1%
CWM
2291
Centric Wealth Management
Illinois
$356K -$2.61K -19 -0.7%
JFGLC
2292
Johnson Financial Group LLC (Colorado)
Colorado
$356K +$345K +2,515 New
UH
2293
Unigestion Holding
Switzerland
$355K -$276K -2,009 -44%
BWA
2294
Burt Wealth Advisors
Maryland
$355K +$686 +5 +0.2%
LWA
2295
Lineweaver Wealth Advisors
Ohio
$355K +$92.5K +674 +37%
SHGA
2296
Sand Hill Global Advisors
California
$354K -$21.7K -158 -6%
NAM
2297
NorthCoast Asset Management
Connecticut
$354K +$2.74K +20 +0.8%
FFWM
2298
Future Financial Wealth Management
Ohio
$354K +$9.47K +69 +3%
SFG
2299
Sunburst Financial Group
Alabama
$354K +$31.3K +228 +10%
WLIM
2300
White Lighthouse Investment Management
Massachusetts
$353K – – –
90 91
92
93 94