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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MBC
2326
Michael Brady & Co
Ohio
$508K +$41.3K +276 +8%
RFA
2327
Register Financial Advisors
Georgia
$507K +$13.2K +88 +2%
FC
2328
Farringdon Capital
United Kingdom
$507K +$559K +3,741 New
MCM
2329
Mill Capital Management
North Carolina
$506K -$19.4K -130 -3%
SWM
2330
Silverlake Wealth Management
Vermont
$506K +$65.3K +437 +13%
EWA
2331
Eagle Wealth Advisors
Connecticut
$506K +$109K +730 +24%
FCM
2332
Family Capital Management
Michigan
$505K +$22.3K +149 +4%
MM
2333
MQS Management
New York
$505K +$310K +2,073 +125%
OL
2334
OneFund LLC
Florida
$504K -$5.68K -38 -1%
GAA
2335
Global Assets Advisory
Florida
$503K -$67.4K -451 -11%
SWGC
2336
Summit Wealth Group (Colorado)
Colorado
$501K +$9.12K +61 +2%
CW
2337
Code Waechter
Florida
$500K -$2.84K -19 -0.5%
ECA
2338
Elevated Capital Advisors
Utah
$500K -$371K -2,482 -40%
OIM
2339
Orca Investment Management
Oregon
$499K -$7.92K -53 -1%
AIM
2340
Aurora Investment Managers
Florida
$497K +$549K +3,673 New
NAMM
2341
NorthStar Asset Management (Massachusetts)
Massachusetts
$497K -$11.4K -76 -2%
FSAG
2342
Financial Solutions Advisory Group
Illinois
$496K -$65.8K -440 -11%
JSL
2343
JT Stratford LLC
Georgia
$495K -$39.2K -262 -7%
PAM
2344
PCG Asset Management
New Jersey
$495K -$6.13K -41 -1%
SFS
2345
Security Financial Services
Indiana
$495K -$81.2K -543 -13%
VCM
2346
Voleon Capital Management
California
$494K -$4.63M -30,988 -89%
MAM
2347
Montchanin Asset Management
Delaware
$494K – – –
TP
2348
Tranquility Partners
Tennessee
$493K -$21.1K -141 -4%
MBWA
2349
Marin Bay Wealth Advisors
California
$493K -$13.9K -93 -2%
MAWA
2350
Moss Adams Wealth Advisors
Washington
$493K -$50.5K -338 -8%
92 93
94
95 96