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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2276
Wayfinding Financial
Washington
$537K +$43.3K +258 +9%
CP
2277
Castleview Partners
Texas
$537K +$539K +3,213 New
IIM
2278
Ironwood Investment Management
Massachusetts
$536K – – –
6F
2279
626 Financial
Michigan
$536K +$6.88K +41 +1%
BEW
2280
Burton Enright Welch
California
$535K +$17K +101 +3%
LAM
2281
LifePro Asset Management
California
$534K -$12.9K -77 -2%
PCIA
2282
Prime Capital Investment Advisors
Kansas
$532K – – –
CMS
2283
Capital Market Strategies
Florida
$532K +$1.18K +7 +0.2%
OFS
2284
Oldfather Financial Services
Nebraska
$532K +$6.72K +40 +1%
LA
2285
LexAurum Advisors
Kansas
$529K +$11.8K +70 +2%
TF
2286
Trek Financial
Arizona
$529K +$100K +598 +23%
HSWM
2287
Hubbell Strickland Wealth Management
Louisiana
$528K -$62.1K -370 -11%
CGH
2288
CMG Global Holdings
Texas
$528K +$45K +268 +9%
BSSFA
2289
Baron Silver Stevens Financial Advisors
Florida
$527K +$89.8K +535 +20%
SPP
2290
Single Point Partners
Massachusetts
$527K +$96.7K +576 +22%
IFS
2291
Intelligent Financial Strategies
Minnesota
$526K -$111K -662 -17%
PWP
2292
Perfromance Wealth Partners
Illinois
$525K -$10.7K -64 -2%
CAL
2293
Capital Advisors Ltd
Ohio
$525K -$1.51K -9 -0.3%
HHGA
2294
Halbert Hargrove Global Advisors
California
$525K +$36.4K +217 +7%
BA
2295
Ballast Advisors
Minnesota
$522K -$4.53K -27 -0.9%
PWA
2296
PCG Wealth Advisors
Kansas
$522K +$52.4K +312 +11%
SFA
2297
Semmax Financial Advisors
North Carolina
$521K -$70.3K -419 -12%
PA
2298
Probity Advisors
Texas
$521K -$49.2K -293 -9%
DC
2299
DeDora Capital
California
$520K -$3.39M -20,205 -87%
SIC
2300
Samalin Investment Counsel
New York
$520K +$95.9K +571 +23%
90 91
92
93 94