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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2276
Financial Management Professionals
Texas
$363K -$69.6K -507 -17%
CA
2277
Calton & Associates
Florida
$363K -$50.5K -368 -13%
FNBOSM
2278
First National Bank of South Miami
Florida
$363K -$1.92K -14 -0.5%
SFS
2279
Summit Financial Strategies
Ohio
$361K -$15.8K -115 -4%
CSWG
2280
Cardinal Strategic Wealth Guidance
Kentucky
$361K -$8.78K -64 -2%
BOS
2281
Bingham Osborn & Scarborough
California
$361K +$5.35K +39 +2%
OPOWM
2282
One Plus One Wealth Management
Florida
$361K +$351K +2,555 New
AWS
2283
Arkfeld Wealth Strategies
Nebraska
$360K -$1.37K -10 -0.4%
WA
2284
Wealth Architects
California
$360K -$1.1K -8 -0.3%
LWM
2285
Loveless Wealth Management
Montana
$360K +$37K +270 +12%
ACA
2286
Ackerman Capital Advisors
Texas
$359K – – –
GWM
2287
Greenwich Wealth Management
Connecticut
$359K +$5.21K +38 +2%
AA
2288
ALPS Advisors
Colorado
$358K +$82.1K +598 +31%
LA
2289
Latitude Advisors
Florida
$357K -$278K -2,023 -45%
FI
2290
Fosun International
China
$356K -$94K -685 -22%
TFGT
2291
TS Financial Group (TSFG)
Illinois
$356K -$4.94K -36 -1%
CWM
2292
Centric Wealth Management
Illinois
$356K -$2.61K -19 -0.7%
JFGLC
2293
Johnson Financial Group LLC (Colorado)
Colorado
$356K +$345K +2,515 New
UH
2294
Unigestion Holding
Switzerland
$355K -$276K -2,009 -44%
BWA
2295
Burt Wealth Advisors
Maryland
$355K +$686 +5 +0.2%
LWA
2296
Lineweaver Wealth Advisors
Ohio
$355K +$92.5K +674 +37%
SHGA
2297
Sand Hill Global Advisors
California
$354K -$21.7K -158 -6%
NAM
2298
NorthCoast Asset Management
Connecticut
$354K +$2.74K +20 +0.8%
FFWM
2299
Future Financial Wealth Management
Ohio
$354K +$9.47K +69 +3%
SFG
2300
Sunburst Financial Group
Alabama
$354K +$31.3K +228 +10%
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92
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