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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2276
Riverbend Wealth Management
South Carolina
$611K +$75.6K +508 +14%
SFGP
2277
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$610K +$8.78K +59 +1%
CH
2278
Canton Hathaway
Rhode Island
$609K -$878K -5,896 -59%
GXJ
2279
Global X Japan
Japan
$609K +$154K +1,038 +34%
LWAM
2280
Legacy Wealth Asset Management
Minnesota
$608K +$4.32K +29 +0.7%
KW
2281
KWB Wealth
California
$607K -$27.8K -187 -4%
PAW
2282
Plan A Wealth
Nebraska
$606K -$14.1K -95 -2%
AA
2283
Apriem Advisors
California
$606K -$17.3K -116 -3%
OL
2284
Optas LLC
Texas
$604K -$4.91K -33 -0.8%
4WM
2285
49 Wealth Management
Texas
$604K +$313K +2,100 +109%
EPIME
2286
Evelyn Partners Investment Management (Europe)
$602K -$40.5K -272 -6%
ONSWM
2287
Old North State Wealth Management
North Carolina
$599K +$148K +992 +33%
SIM
2288
Sentry Investment Management
Wisconsin
$599K -$186K -1,249 -23%
VIPI
2289
Vista Investment Partners II
Indiana
$597K -$1.91M -12,863 -76%
PWM
2290
Prentice Wealth Management
New York
$596K -$2.83K -19 -0.5%
HP
2291
Holistic Planning
Texas
$595K -$15.2K -102 -3%
KC
2292
Knuff & Co
California
$594K -$401K -2,693 -40%
LIA
2293
LBMC Investment Advisors
Tennessee
$594K +$3.27K +22 +0.6%
FI
2294
Finivi Inc
Massachusetts
$593K -$893 -6 -0.2%
AR
2295
Apeiron RIA
Texas
$593K -$197K -1,321 -25%
FPW
2296
Fairvoy Private Wealth
Alabama
$591K -$68.9K -463 -11%
BP
2297
Broadleaf Partners
Ohio
$591K -$92.3K -620 -14%
HCM
2298
Hollencrest Capital Management
California
$590K +$15.2K +102 +3%
IFU
2299
iSAM Funds (UK)
United Kingdom
$589K +$585K +3,928 New
LEA
2300
Legacy Edge Advisors
New York
$589K +$96.6K +649 +20%
90 91
92
93 94