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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
2401
Verum Partners
North Carolina
$461K +$238K +1,594 +88%
HCM
2402
Hutchinson Capital Management
California
$461K +$76.6K +512 +18%
FFM
2403
Flagstone Financial Management
Nebraska
$460K – – –
CFM
2404
Catalyst Funds Management
Australia
$460K +$508K +3,400 New
CA
2405
CV Advisors
Florida
$460K +$508K +3,400 New
CFA
2406
Capstone Financial Advisors
Illinois
$458K +$897 +6 +0.2%
EFP
2407
Elser Financial Planning
Indiana
$458K +$1.5K +10 +0.3%
FC
2408
Financial Council
Maryland
$456K +$1.05K +7 +0.2%
MSR
2409
Main Street Research
Connecticut
$456K -$53.4K -357 -10%
GHA
2410
Granite Harbor Advisors
Texas
$455K +$40.7K +272 +9%
PWA
2411
PCG Wealth Advisors
Kansas
$455K +$52.2K +349 +12%
AWM
2412
Arista Wealth Management
Nevada
$454K +$1.35K +9 +0.3%
GIM
2413
Guardian Investment Management
California
$454K – – –
WCM
2414
Wedge Capital Management
North Carolina
$454K +$501K +3,350 New
NRC
2415
New Republic Capital
North Carolina
$453K -$34.1K -228 -6%
FFS
2416
Founders Financial Securities
Maryland
$452K +$2.09K +14 +0.4%
BDFN
2417
Bond & Devick Financial Network
Minnesota
$452K -$15K -100 -3%
SM
2418
Sweeney & Michel
California
$451K -$70.7K -473 -13%
UCI
2419
Uncommon Cents Investing
Wisconsin
$451K +$29.2K +195 +6%
CWMGO
2420
Capstone Wealth Management Group (Oregon)
Oregon
$450K +$14.1K +94 +3%
HPBT
2421
Hickory Point Bank & Trust
Illinois
$449K -$3.74K -25 -0.7%
IAS
2422
IMA Advisory Services
Colorado
$448K +$406K +2,718 +458%
GTAM
2423
Global Trust Asset Management
Florida
$448K -$137K -919 -22%
PWP
2424
Precedent Wealth Partners
Texas
$447K +$48.7K +326 +11%
IWA
2425
Inspirion Wealth Advisors
Illinois
$446K +$29.9K +200 +7%
95 96
97
98 99