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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
2301
Root Financial Partners
California
$512K +$15.2K +113 +3%
OIM
2302
Orca Investment Management
Oregon
$512K +$2.02K +15 +0.4%
JFA
2303
JNBA Financial Advisors
Minnesota
$512K – – –
BW
2304
BIP Wealth
Georgia
$511K +$48.9K +363 +10%
CPA
2305
Capital Planning Advisors
California
$511K -$599K -4,446 -53%
MPW
2306
MASECO Private Wealth
$510K +$521K +3,866 New
AFC
2307
AFT Forsyth & Company
Florida
$510K – – –
CAM
2308
Creekmur Asset Management
Illinois
$509K +$53.2K +395 +11%
CA
2309
CoreCap Advisors
Michigan
$508K -$133K -985 -20%
CFG
2310
Carr Financial Group
Massachusetts
$508K +$4.85K +36 +0.9%
LEA
2311
Legacy Edge Advisors
New York
$507K -$11K -82 -2%
PPC
2312
Park Place Capital
Alabama
$506K +$43K +319 +9%
ACA
2313
Ackerman Capital Advisors
Texas
$505K +$153K +1,136 +42%
CP
2314
Clarendon Private
Massachusetts
$504K -$41.8K -310 -8%
HCA
2315
Heck Capital Advisors
Wisconsin
$504K +$55K +408 +12%
TBWA
2316
Three Bridge Wealth Advisors
California
$502K +$30.3K +225 +6%
OFO
2317
OneAscent Family Office
Alabama
$501K -$274K -2,035 -35%
CCM
2318
Compass Capital Management
Minnesota
$500K – – –
BL
2319
Balentine LLC
Georgia
$499K -$557K -4,134 -52%
LWM
2320
Liberty Wealth Management
California
$499K -$2.69K -20 -0.5%
AIM
2321
Arcadia Investment Management
Michigan
$498K -$415K -3,080 -45%
PCP
2322
Proficio Capital Partners
Massachusetts
$498K -$86.9K -645 -15%
HFS
2323
Hoge Financial Services
Pennsylvania
$498K +$15.6K +116 +3%
BSSFA
2324
Baron Silver Stevens Financial Advisors
Florida
$498K +$55.6K +413 +12%
VAM
2325
Verity Asset Management
North Carolina
$498K -$487K -3,613 -49%
91 92
93
94 95