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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
2351
Greenline Partners
New York
$236K +$235K +1,730 New
AIA
2352
Alera Investment Advisors
Illinois
$235K -$119K -874 -34%
CA
2353
Cortland Associates
Missouri
$235K +$9.66K +71 +4%
CBB
2354
Citizens Business Bank
California
$235K +$14.7K +108 +7%
BCM
2355
BlueCrest Capital Management
Jersey
$234K -$15.5K -114 -6%
BCM
2356
Beck Capital Management
Texas
$234K +$29.3K +215 +14%
HWM
2357
Howard Wealth Management
Connecticut
$234K +$234K +1,716 New
LFG
2358
Larson Financial Group
Missouri
$233K -$4.08K -30 -2%
SPP
2359
Single Point Partners
Massachusetts
$233K +$232K +1,704 New
FFG
2360
Ford Financial Group
California
$232K -$2.18K -16 -0.9%
BWA
2361
Beam Wealth Advisors
Louisiana
$232K +$231K +1,695 New
FNC
2362
First National Corp
Massachusetts
$231K +$136 +1 +0.1%
GAM
2363
Gemmer Asset Management
California
$229K -$953 -7 -0.4%
CM
2364
Capital Management
Virginia
$228K -$26.8K -197 -11%
MCM
2365
MV Capital Management
Maryland
$228K – – –
FWCM
2366
First Western Capital Management
California
$225K – – –
BFG
2367
Bouchey Financial Group
New York
$225K +$5.17K +38 +2%
ATFA
2368
All Terrain Financial Advisors
Minnesota
$225K +$8.98K +66 +4%
WR
2369
Watson Rebecca
$225K +$224K +1,646 New
SEIA
2370
Signature Estate & Investment Advisors
California
$223K -$114K -837 -34%
PA
2371
PFG Advisors
Arizona
$223K -$40.4K -297 -15%
CAC
2372
Certified Advisory Corp
Florida
$223K -$13.7K -101 -6%
SSA
2373
South Street Advisors
New York
$223K – – –
SFPM
2374
Sensible Financial Planning & Management
Massachusetts
$223K +$222K +1,630 New
FCM
2375
Firestone Capital Management
Florida
$223K +$222K +1,634 New
93 94
95
96 97