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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MKA
2276
M. Kulyk & Associates
Georgia
$668K -$83.2K -446 -11%
LAM
2277
LifePro Asset Management
California
$668K +$124K +662 +22%
CWM
2278
Cranbrook Wealth Management
Michigan
$668K +$560 +3 +0.1%
FDS
2279
First Dallas Securities
Texas
$668K -$6.16K -33 -0.9%
RWA
2280
Redhawk Wealth Advisors
Minnesota
$668K +$251K +1,345 +59%
WE
2281
Wealth Effects
Massachusetts
$667K -$23.5K -126 -3%
ACI
2282
Alpha Cubed Investments
California
$667K -$48K -257 -7%
RP
2283
Rowlandmiller & Partners
Georgia
$665K +$2.43K +13 +0.4%
GA
2284
GoalVest Advisory
New York
$662K -$624K -3,345 -48%
SWM
2285
Silverlake Wealth Management
Vermont
$662K +$2.8K +15 +0.4%
LB
2286
Leo Brokerage
Texas
$661K +$30.2K +162 +5%
KWM
2287
KFG Wealth Management
Indiana
$660K +$292K +1,564 +78%
LAM
2288
L2 Asset Management
Massachusetts
$658K +$52.3K +280 +9%
RFA
2289
Register Financial Advisors
Georgia
$658K +$241K +1,290 +57%
HWMG
2290
Hurlow Wealth Management Group
Indiana
$658K +$1.31K +7 +0.2%
LA
2291
Latitude Advisors
Florida
$657K +$163K +876 +33%
SHGA
2292
Sand Hill Global Advisors
California
$656K -$27.4K -147 -4%
CAM
2293
Covenant Asset Management
New Jersey
$656K – – –
BWM
2294
Birchcreek Wealth Management
Ohio
$654K +$20.2K +108 +3%
APW
2295
Austin Private Wealth
Texas
$654K +$108K +577 +20%
RTC
2296
Riverview Trust Company
Washington
$653K -$152K -814 -19%
FPCP
2297
Fort Point Capital Partners
California
$653K +$21.6K +116 +3%
SFCL
2298
Strengthening Families & Communities LLC
Massachusetts
$652K +$657K +3,519 New
IP
2299
Intellectus Partners
California
$650K – – –
AA
2300
Alta Advisers
United Kingdom
$648K – – –
90 91
92
93 94