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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2376
Curi Wealth Management
North Carolina
$328K +$31.6K +217 +11%
EA
2377
Emerald Advisors
Washington
$327K +$18.6K +128 +6%
UC
2378
Unio Capital
New Jersey
$326K – – –
AA
2379
Advisory Alpha
Michigan
$326K +$61.9K +425 +24%
SAM
2380
Synergy Asset Management
Washington
$325K -$1.06M -7,289 -77%
SIA
2381
Strategic Investment Advisors
Michigan
$325K -$1.31K -9 -0.4%
BDFN
2382
Bond & Devick Financial Network
Minnesota
$324K – – –
WP
2383
WealthShield Partners
North Carolina
$324K +$3.21K +22 +1%
TC
2384
Truvestments Capital
Florida
$323K -$174K -1,192 -35%
MFG
2385
Magnus Financial Group
New York
$321K -$2.19K -15 -0.7%
PFA
2386
Pure Financial Advisors
California
$320K – – –
CCIA
2387
Campbell & Co Investment Adviser
Maryland
$319K -$313K -2,150 -50%
ABTD
2388
Arvest Bank Trust Division
Oklahoma
$319K +$1.75K +12 +0.6%
CF
2389
Clarity Financial
Texas
$318K -$95.3K -654 -23%
BBA
2390
Braun-Bostich & Associates
Pennsylvania
$316K -$18.6K -128 -6%
WFA
2391
Wade Financial Advisory
California
$316K -$18.2K -125 -6%
RCIM
2392
Red Cedar Investment Management
Michigan
$316K – – –
RW
2393
Rede Wealth
Virginia
$316K – – –
DOA
2394
D'Orazio & Associates
Virginia
$315K +$39.3K +270 +15%
AFAS
2395
Acorn Financial Advisory Services
Virginia
$314K +$8.01K +55 +3%
RHP
2396
Royal Harbor Partners
Texas
$314K +$309K +2,122 New
FA
2397
Fermata Advisors
California
$312K +$306K +2,099 New
EA
2398
Elm Advisors
California
$309K – – –
BCA
2399
Biltmore Capital Advisors
New Jersey
$308K -$16.3K -112 -5%
TCM
2400
Traynor Capital Management
Pennsylvania
$308K +$3.5K +24 +1%
94 95
96
97 98