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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2351
Waterfront Wealth
Kansas
$495K -$1.28K -9 -0.3%
PCMF
2352
Private Capital Management (Florida)
Florida
$494K -$3.22M -22,540 -86%
EFP
2353
Elser Financial Planning
Indiana
$494K +$286 +2 +0.1%
HCP
2354
Hardin Capital Partners
South Carolina
$494K +$10.1K +71 +2%
AFGAS
2355
Allegiance Financial Group Advisory Services
Virginia
$493K +$237K +1,662 +90%
BEW
2356
Burton Enright Welch
California
$492K +$13.3K +93 +3%
PCH
2357
PGIM Custom Harvest
New Jersey
$492K +$83K +581 +20%
FC
2358
Financial Consulate
Maryland
$492K +$500K +3,504 New
GFA
2359
Gallagher Fiduciary Advisors
Illinois
$492K -$327K -2,293 -40%
KW
2360
KWB Wealth
California
$491K -$24.7K -173 -4%
CISOA
2361
Capital Investment Services of America
Wisconsin
$490K – – –
FC
2362
Financial Council
Maryland
$489K +$9K +63 +2%
AW
2363
Alteri Wealth
California
$489K +$93.5K +655 +23%
BW
2364
Blalock Williams
Alabama
$488K +$127K +888 +34%
SFA
2365
Souders Financial Advisors
Ohio
$488K +$108K +758 +28%
AWM
2366
Arista Wealth Management
Nevada
$488K -$5.86K -41 -1%
SCP
2367
Sender Company & Partners
New York
$487K +$186K +1,303 +60%
SRA
2368
Secured Retirement Advisors
Minnesota
$486K +$99.1K +694 +25%
GKWIM
2369
Gerber Kawasaki Wealth & Investment Management
California
$485K -$152K -1,063 -24%
CFG
2370
Cooper Financial Group
California
$484K -$2.71K -19 -0.5%
LSPW
2371
Lake Street Private Wealth
Illinois
$484K -$66.1K -463 -12%
SWM
2372
Silverlake Wealth Management
Vermont
$484K -$17.4K -122 -3%
BB
2373
Burford Brothers
Texas
$484K +$6K +42 +1%
SI
2374
Seeds Investor
New York
$483K +$120K +841 +32%
BDFN
2375
Bond & Devick Financial Network
Minnesota
$483K +$42.6K +298 +9%
93 94
95
96 97