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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2326
Register Financial Advisors
Georgia
$685K +$9.09K +54 +1%
SCP
2327
Sivia Capital Partners
California
$685K -$9.43K -56 -1%
SMH
2328
Sanders Morris Harris
Texas
$685K +$69.9K +415 +12%
SCA
2329
Sippican Capital Advisors
Massachusetts
$685K -$152K -900 -19%
TA
2330
Townsend & Associates
Colorado
$682K +$337 +2 +0.1%
PWMG
2331
Prestige Wealth Management Group
New Jersey
$678K -$9.93K -59 -2%
CFO
2332
CVA Family Office
Colorado
$675K -$7.24K -43 -1%
HIIFS
2333
Harel Insurance Investments & Financial Services
Israel
$675K -$10.4K -62 -2%
RWM
2334
Revisor Wealth Management
Ohio
$675K +$344K +2,046 +110%
SWA
2335
Sax Wealth Advisors
New Jersey
$674K +$33.3K +198 +5%
CWM
2336
Castle Wealth Management
Florida
$673K +$4.04K +24 +0.6%
AFC
2337
AFT Forsyth & Company
Florida
$672K -$56.2K -334 -8%
MCM
2338
Mainstay Capital Management
Michigan
$672K +$646K +3,837 New
APW
2339
Austin Private Wealth
Texas
$671K +$83.2K +494 +14%
RPA
2340
Rock Point Advisors
Vermont
$671K – – –
HWA
2341
Heartwood Wealth Advisors
Virginia
$669K +$26.1K +155 +4%
MC
2342
Montag & Caldwell
Georgia
$667K +$10.4K +62 +2%
CFS
2343
Commonwealth Financial Services
West Virginia
$667K – – –
DF
2344
Donoghue Forlines
Massachusetts
$667K +$32.2K +191 +5%
CISOA
2345
Capital Investment Services of America
Wisconsin
$666K -$5.89K -35 -0.9%
AR
2346
Apeiron RIA
Texas
$663K -$329K -1,952 -34%
CCM
2347
Compass Capital Management
Minnesota
$663K – – –
BCM
2348
BlueCrest Capital Management
Jersey
$662K -$3.42M -20,329 -84%
HCM
2349
Highview Capital Management
Illinois
$661K +$65.2K +387 +11%
BWM
2350
Birchcreek Wealth Management
Ohio
$660K +$47K +279 +8%
92 93
94
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