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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
2301
First Heartland Consultants
Missouri
$538K +$26.3K +184 +5%
CP
2302
Clarendon Private
Massachusetts
$537K +$714 +5 +0.1%
IFWM
2303
Institute for Wealth Management
Colorado
$537K +$161K +1,128 +42%
CFG
2304
Carr Financial Group
Massachusetts
$534K -$6.28K -44 -1%
ISWM
2305
Independent Solutions Wealth Management
New York
$534K +$34.8K +244 +7%
CCM
2306
Compass Capital Management
Minnesota
$532K – – –
GIM
2307
Guardian Investment Management
California
$531K -$900K -6,300 -63%
OL
2308
OneFund LLC
Florida
$531K +$21.7K +152 +4%
EA
2309
Everpar Advisors
Oklahoma
$531K +$144K +1,011 +37%
EDRH
2310
Edmond de Rothschild Holding
Switzerland
$528K -$451K -3,156 -46%
AIP
2311
Almanack Investment Partners
Pennsylvania
$526K -$214K -1,502 -29%
CA
2312
Capital Advantage
California
$525K -$148K -1,039 -22%
RCM
2313
Riverpark Capital Management
New York
$524K +$8K +56 +2%
LSC
2314
Lesa Sroufe & Co
Washington
$523K – – –
BWL
2315
Bogart Wealth LLC
Virginia
$522K -$1.86K -13 -0.3%
LWM
2316
Liberty Wealth Management
California
$522K -$8.71K -61 -2%
OFO
2317
OneAscent Family Office
Alabama
$521K -$12K -84 -2%
FPW
2318
Fairvoy Private Wealth
Alabama
$521K -$52.8K -370 -9%
HCM
2319
Hollencrest Capital Management
California
$519K – – –
FFP
2320
Freedom Financial Partners
Minnesota
$518K -$67.1K -470 -11%
MF
2321
Montis Financial
Massachusetts
$518K +$203K +1,424 +63%
AIM
2322
Aurora Investment Managers
Florida
$516K – – –
RFG
2323
Range Financial Group
Oregon
$515K +$9.28K +65 +2%
RPA
2324
Rock Point Advisors
Vermont
$514K – – –
LEA
2325
Legacy Edge Advisors
New York
$512K -$28.7K -201 -5%
91 92
93
94 95