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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SLG
2376
Stanley-Laman Group
Pennsylvania
$529K +$161K +1,081 +44%
FCIM
2377
Fairview Capital Investment Management
California
$529K – – –
HWMG
2378
Hurlow Wealth Management Group
Indiana
$528K -$595 -4 -0.1%
EA
2379
Everpar Advisors
Oklahoma
$527K +$71.7K +482 +16%
BW
2380
BIP Wealth
Georgia
$526K -$22.5K -151 -4%
BCM
2381
Beaumont Capital Management
Massachusetts
$525K +$521K +3,500 New
FFC
2382
First Financial Corp
Indiana
$525K +$26.5K +178 +5%
HWMC
2383
Heritage Wealth Management (California)
California
$523K -$5.51K -37 -1%
CC
2384
Commons Capital
Massachusetts
$523K +$10.1K +68 +2%
MQWP
2385
Morey & Quinn Wealth Partners
Nebraska
$523K +$8.34K +56 +2%
QFA
2386
Quantum Financial Advisors
California
$523K +$263K +1,764 +102%
CISOA
2387
Capital Investment Services of America
Wisconsin
$523K – – –
TC
2388
Trilogy Capital
California
$522K +$33.6K +226 +7%
CWA
2389
CM Wealth Advisors
Ohio
$522K -$335K -2,250 -39%
AA
2390
Argent Advisors
Louisiana
$522K -$36.3K -244 -7%
XT
2391
XTX Topco
Cayman Islands
$520K +$516K +3,468 New
BWL
2392
Bogart Wealth LLC
Virginia
$518K -$9.05M -60,810 -95%
HA
2393
Huntleigh Advisors
Missouri
$518K +$16.5K +111 +3%
WDG
2394
Wealth Dimensions Group
Ohio
$518K +$34.8K +234 +7%
CAM
2395
Creekmur Asset Management
Illinois
$518K +$194K +1,304 +61%
ACGA
2396
Atlanta Consulting Group Advisors
Georgia
$517K +$20.7K +139 +4%
FA
2397
Fagan Associates
New York
$516K -$1.49K -10 -0.3%
SFSG
2398
Sound Financial Strategies Group
Mississippi
$515K -$87.2K -586 -15%
PCM
2399
Perritt Capital Management
Illinois
$514K +$9.68K +65 +2%
NQWM
2400
Northwest Quadrant Wealth Management
Oregon
$513K -$29.2K -196 -5%
94 95
96
97 98