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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
2401
Ridgecrest Wealth Partners
California
$446K -$269 -2 -0.1%
CCT
2402
Capital City Trust
Florida
$446K +$13.5K +100 +3%
QFA
2403
Quantum Financial Advisors
California
$446K -$15.2K -113 -3%
S
2404
Sachetta
Massachusetts
$445K -$42.8K -318 -9%
CSB
2405
City State Bank
Iowa
$444K +$26.9K +200 +6%
AWM
2406
AllSquare Wealth Management
New York
$444K -$26.9K -200 -6%
OAS
2407
Optivise Advisory Services
Tennessee
$443K +$146K +1,082 +48%
RWA
2408
Rooted Wealth Advisors
Illinois
$442K +$110K +819 +33%
FAIM
2409
Financial Advocates Investment Management
Washington
$441K -$239K -1,773 -35%
PWM
2410
Paulson Wealth Management
Illinois
$439K +$30K +223 +7%
HPBT
2411
Hickory Point Bank & Trust
Illinois
$438K +$23.6K +175 +6%
WTG
2412
West Tower Group
Virginia
$436K +$40.4K +300 +10%
ACGA
2413
Atlanta Consulting Group Advisors
Georgia
$436K -$19.7K -146 -4%
RB
2414
Renasant Bank
Mississippi
$435K +$146K +1,087 +49%
HFRG
2415
Houlihan Financial Resource Group
Virginia
$433K – – –
AT
2416
Avalon Trust
New Mexico
$433K +$40.8K +303 +10%
CWA
2417
CM Wealth Advisors
Ohio
$432K -$27.5K -204 -6%
EFG
2418
Embree Financial Group
Illinois
$432K +$44.7K +332 +11%
CF
2419
Claris Financial
Virginia
$430K -$59.7K -443 -12%
FM
2420
Family Management
New York
$429K -$22.8K -169 -5%
CWM
2421
Cranbrook Wealth Management
Michigan
$429K -$60.3K -448 -12%
CFA
2422
Capstone Financial Advisors
Illinois
$427K -$72.2K -536 -14%
MS
2423
Maven Securities
Jersey
$426K -$652K -4,837 -60%
WW
2424
Waterfront Wealth
Kansas
$426K +$6.74K +50 +2%
AT
2425
Arlington Trust
Alabama
$426K -$186K -1,379 -30%
95 96
97
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