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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2401
BlackDiamond Wealth Management
New York
$540K +$36.5K +201 +6%
DIM
2402
Delta Investment Management
California
$539K – – –
BCM
2403
Birmingham Capital Management
Alabama
$538K – – –
RWA
2404
Rooted Wealth Advisors
Illinois
$538K -$27.1K -149 -4%
MIM
2405
Morningstar Investment Management
Illinois
$538K +$29.1K +160 +5%
FFC
2406
First Financial Corp
Indiana
$536K -$1.09K -6 -0.2%
PIM
2407
Profit Investment Management
Maryland
$536K – – –
6F
2408
626 Financial
Michigan
$535K -$12.9K -71 -2%
RIG
2409
RiverFront Investment Group
Virginia
$533K +$102K +564 +22%
CBT
2410
Central Bank & Trust
Kentucky
$532K +$2K +11 +0.4%
SSA
2411
South Street Advisors
New York
$531K – – –
AA
2412
Argent Advisors
Louisiana
$531K +$46.3K +255 +9%
PW
2413
Peninsula Wealth
California
$531K +$32.3K +178 +6%
NAMM
2414
NorthStar Asset Management (Massachusetts)
Massachusetts
$531K -$18.2K -100 -3%
PWM
2415
Prentice Wealth Management
New York
$530K +$5.81K +32 +1%
CIA
2416
Compass Ion Advisors
Pennsylvania
$529K +$567K +3,124 New
KMWM
2417
Keudell/Morrison Wealth Management
Oregon
$529K -$13.4K -74 -2%
MIM
2418
Marco Investment Management
Georgia
$529K +$1.09K +6 +0.2%
CMS
2419
Capital Market Strategies
Florida
$528K -$22.7K -125 -4%
DC
2420
DeDora Capital
California
$528K – – –
IWA
2421
Inspirion Wealth Advisors
Illinois
$526K -$6.17K -34 -1%
WFA
2422
Websterrogers Financial Advisors
South Carolina
$525K – – –
RVPG
2423
Relative Value Partners Group
$524K +$562K +3,092 New
RCA
2424
Riverview Capital Advisers
Massachusetts
$522K – – –
FA
2425
Faithward Advisors
Pennsylvania
$521K +$65.2K +359 +13%
95 96
97
98 99