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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
2401
Park Place Capital
Alabama
$513K -$213K -1,434 -30%
FM
2402
Family Management
New York
$513K +$4.61K +31 +0.9%
SI
2403
Seeds Investor
New York
$512K -$26.9K -181 -5%
HCA
2404
Heck Capital Advisors
Wisconsin
$511K -$924K -6,206 -65%
DA
2405
Denali Advisors
California
$510K -$486K -3,263 -49%
MGWM
2406
Marks Group Wealth Management
Minnesota
$509K – – –
CHA
2407
Cooper/Haims Advisors
New York
$509K -$149 -1 -0%
BB
2408
Burford Brothers
Texas
$508K -$14.7K -99 -3%
GSWM
2409
Golden State Wealth Management
California
$508K +$1.04K +7 +0.2%
GPW
2410
Gentry Private Wealth
Kansas
$508K +$504K +3,386 New
RWP
2411
Ridgecrest Wealth Partners
California
$507K – – –
TWP
2412
Triad Wealth Partners
Kansas
$506K +$40.9K +275 +9%
HA
2413
Hofer & Associates
California
$506K +$72.3K +486 +17%
SFA
2414
Semmax Financial Advisors
North Carolina
$506K +$11.2K +75 +2%
IP
2415
Ignite Planners
California
$504K +$22.5K +151 +4%
BSSFA
2416
Baron Silver Stevens Financial Advisors
Florida
$504K -$20.2K -136 -4%
GSWA
2417
Good Steward Wealth Advisors
Tennessee
$504K +$500K +3,360 New
PW
2418
PUREfi Wealth
Massachusetts
$503K +$148K +992 +42%
RFA
2419
Register Financial Advisors
Georgia
$503K -$65.2K -438 -12%
SPL
2420
Smart Portfolios LLC
Washington
$498K +$27.5K +185 +6%
KTM
2421
Keeler Thomas Management
Utah
$498K -$193K -1,294 -28%
PCH
2422
PGIM Custom Harvest
New Jersey
$495K -$24.7K -166 -5%
NRG
2423
Nemes Rush Group
Michigan
$495K -$86.8K -583 -15%
PP
2424
Prudential plc
United Kingdom
$494K -$1.65M -11,113 -77%
CH
2425
Cromwell Holdings
Wyoming
$494K +$52.2K +351 +12%
95 96
97
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