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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
2301
Aristotle Atlantic Partners
Florida
$621K +$623K +4,000 New
CFG
2302
Cooper Financial Group
California
$619K +$41K +263 +7%
OF
2303
Optimize Financial
California
$619K +$621K +3,983 New
MAWA
2304
Moss Adams Wealth Advisors
Washington
$618K +$29.8K +191 +5%
AIP
2305
Almanack Investment Partners
Pennsylvania
$618K +$8.73K +56 +1%
RP
2306
Rice Partnership
Hawaii
$617K – – –
TLP
2307
Trinity Legacy Partners
Texas
$614K – – –
C
2308
Certuity
Florida
$614K -$212K -1,363 -26%
AIS
2309
American Investment Services
Massachusetts
$614K – – –
TCOTS
2310
Trust Company of the South
North Carolina
$612K +$202K +1,296 +49%
B
2311
Bayban
Minnesota
$612K -$265K -1,700 -30%
CA
2312
Cresta Advisors
Texas
$611K – – –
SC
2313
Sepio Capital
Utah
$610K +$15.3K +98 +3%
BRG
2314
Bay Rivers Group
Virginia
$610K -$119K -766 -16%
LIA
2315
LBMC Investment Advisors
Tennessee
$609K +$14.6K +94 +2%
RC
2316
Reik & Co
New York
$609K – – –
JSL
2317
JT Stratford LLC
Georgia
$608K -$47.1K -302 -7%
WDL
2318
Well Done LLC
Michigan
$608K -$59.5K -382 -9%
PF
2319
Prota Financial
Texas
$606K +$57.8K +371 +10%
UWS
2320
Unique Wealth Strategies
Illinois
$606K +$16.5K +106 +3%
BCG
2321
Breakwater Capital Group
New Jersey
$605K -$15.6K -100 -3%
AW
2322
Alteri Wealth
California
$605K -$6.86K -44 -1%
MA
2323
MJP Associates
Connecticut
$605K -$2.96K -19 -0.5%
DWM
2324
DecisionMap Wealth Management
Virginia
$605K +$607K +3,893 New
RFA
2325
Resurgent Financial Advisors
Georgia
$603K +$351K +2,252 +138%
91 92
93
94 95