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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
G
2376
GenTrust
Florida
$563K -$261K -1,675 -32%
RPA
2377
Rock Point Advisors
Vermont
$563K -$1.87K -12 -0.3%
CP
2378
Clarendon Private
Massachusetts
$562K +$8.73K +56 +2%
LSIA
2379
LaSalle St. Investment Advisors
Illinois
$561K +$55.9K +359 +11%
FWS
2380
FinDec Wealth Services
California
$560K – – –
CSPIA
2381
Cary Street Partners Investment Advisory
Virginia
$560K +$32.3K +207 +6%
JC
2382
JM2 Capital
Oklahoma
$558K -$156 -1 -0%
CSB
2383
City State Bank
Iowa
$557K +$62.3K +400 +13%
FCM
2384
Family Capital Management
Michigan
$556K +$48.8K +313 +10%
SA
2385
Sovran Advisors
California
$555K -$11.4K -73 -2%
LSC
2386
Lesa Sroufe & Co
Washington
$555K – – –
NRC
2387
New Republic Capital
North Carolina
$555K -$177K -1,137 -24%
CPC
2388
Consolidated Planning Corp
Georgia
$554K +$56.3K +361 +11%
RSWA
2389
Robinson Smith Wealth Advisors
Maine
$554K +$156 +1 +0%
AFC
2390
AFT Forsyth & Company
Florida
$553K – – –
FA
2391
FDx Advisors
Illinois
$551K +$244K +1,567 +79%
RB
2392
Renasant Bank
Mississippi
$551K +$3.9K +25 +0.7%
SFG
2393
SNS Financial Group
Minnesota
$549K +$7.95K +51 +1%
PCM
2394
Palisade Capital Management
New Jersey
$548K +$290K +1,864 +112%
BWL
2395
Bogart Wealth LLC
Virginia
$548K +$11.2K +72 +2%
PW
2396
PUREfi Wealth
Massachusetts
$547K +$45.3K +291 +9%
LEA
2397
Legacy Edge Advisors
New York
$547K -$3.43K -22 -0.6%
NWAG
2398
Net Worth Advisory Group
Utah
$546K -$67.5K -433 -11%
AIIMS
2399
Analyst IMS Investment Management Services
Israel
$546K +$547K +3,513 New
MWM
2400
Maridea Wealth Management
New York
$545K +$80.9K +519 +17%
94 95
96
97 98