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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2326
Thrive Wealth Management
Pennsylvania
$602K -$88.5K -568 -13%
LFA
2327
Laraway Financial Advisors
Minnesota
$602K -$75.3K -483 -11%
HR
2328
Hardy Reed
Mississippi
$601K -$15.9K -102 -3%
MCM
2329
Mill Capital Management
North Carolina
$601K -$134K -860 -18%
MPW
2330
MASECO Private Wealth
$600K – – –
CCA
2331
Childress Capital Advisors
Texas
$599K -$88.2K -566 -13%
TIM
2332
Tortoise Investment Management
New York
$598K -$77.8K -499 -11%
SMH
2333
Sanders Morris Harris
Texas
$597K +$599K +3,845 New
WPW
2334
Winthrop Partners - WNY
New York
$596K +$77.9K +500 +15%
SFA
2335
Souders Financial Advisors
Ohio
$596K +$11.2K +72 +2%
PWM
2336
Pines Wealth Management
North Carolina
$594K -$7.32K -47 -1%
FPW
2337
Fairvoy Private Wealth
Alabama
$593K +$5.14K +33 +0.9%
ACM
2338
Arcataur Capital Management
Wisconsin
$593K +$98.9K +635 +20%
FWI
2339
Facet Wealth Inc
Maryland
$593K +$140K +899 +31%
OE
2340
October Effect
Virginia
$592K – – –
BBA
2341
Baader Bank Aktiengesellschaft
Germany
$592K -$394K -2,528 -40%
FBFS
2342
First Business Financial Services
Wisconsin
$592K – – –
QFW
2343
QTR Family Wealth
Florida
$590K +$219K +1,405 +59%
TP
2344
Tranquility Partners
Tennessee
$587K +$4.67K +30 +0.8%
JFA
2345
JNBA Financial Advisors
Minnesota
$586K +$2.49K +16 +0.4%
CIA
2346
Cohen Investment Advisors
New Hampshire
$585K +$11.1K +71 +2%
GHAM
2347
Gilman Hill Asset Management
Connecticut
$585K -$9.82K -63 -2%
MIC
2348
Meridian Investment Counsel
California
$584K – – –
AFW
2349
Avantra Family Wealth
Pennsylvania
$583K +$153K +979 +35%
NAMM
2350
NorthStar Asset Management (Massachusetts)
Massachusetts
$582K -$11.4K -73 -2%
92 93
94
95 96