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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2276
LongView Wealth Management
Georgia
$752K +$94.3K +560 +15%
TCOTS
2277
Trust Company of the South
North Carolina
$752K -$370K -2,199 -34%
GWM
2278
Greenwich Wealth Management
Connecticut
$751K -$31.3K -186 -4%
WA
2279
Wealth Architects
California
$750K -$70K -416 -9%
OFG
2280
OmniStar Financial Group
North Carolina
$749K +$5.05K +30 +0.7%
SIM
2281
Sentry Investment Management
Wisconsin
$748K -$496K -2,946 -41%
FFM
2282
Fullerton Fund Management
Singapore
$747K +$719K +4,269 New
FH
2283
FWG Holdings
Florida
$745K +$46K +273 +7%
AW
2284
Atlas Wealth
Ohio
$744K – – –
PCM
2285
Pointe Capital Management
Michigan
$744K – – –
SIC
2286
Sigma Investment Counselors
Michigan
$743K +$18.5K +110 +3%
AIS
2287
American Investment Services
Massachusetts
$742K – – –
FFO
2288
Fiduciary Family Office
Florida
$739K -$77.9K -463 -10%
WA
2289
Waddell & Associates
Tennessee
$738K -$10.9K -65 -2%
BW
2290
BIP Wealth
Georgia
$735K +$50.5K +300 +8%
SP
2291
Successful Portfolios
Florida
$735K -$20.2K -120 -3%
CSWM
2292
Cassady Schiller Wealth Management
Ohio
$735K +$22.7K +135 +3%
IIC
2293
Integrated Investment Consultants
Michigan
$734K -$43.4K -258 -6%
CICI
2294
Capital Investment Counsel Inc
North Carolina
$732K +$11.4K +68 +2%
CFO
2295
Callan Family Office
Pennsylvania
$727K -$180K -1,067 -20%
HCM
2296
Hollencrest Capital Management
California
$725K -$109K -648 -14%
CWP
2297
Capital Wealth Planning
Florida
$724K +$75.3K +447 +12%
SAW
2298
Signal Advisors Wealth
Michigan
$722K +$199K +1,183 +40%
SIA
2299
Soltis Investment Advisors
Utah
$722K +$21K +125 +3%
SXL
2300
Summit X LLC
Missouri
$720K -$12.1K -72 -2%
90 91
92
93 94