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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
2401
Burton Enright Welch
California
$509K +$6.46K +44 +1%
GI
2402
Gradient Investments
Minnesota
$509K -$46.7K -318 -8%
LEA
2403
Legacy Edge Advisors
New York
$509K -$14.5K -99 -3%
PCH
2404
PGIM Custom Harvest
New Jersey
$508K +$5.58K +38 +1%
PF
2405
Prota Financial
Texas
$507K +$519K +3,534 New
RB
2406
Renasant Bank
Mississippi
$505K -$147 -1 -0%
SFG
2407
SNS Financial Group
Minnesota
$504K +$19.1K +130 +4%
EPIME
2408
Evelyn Partners Investment Management (Europe)
$502K -$59.2K -403 -10%
ACM
2409
Alamar Capital Management
California
$502K +$509K +3,463 New
SWM
2410
Silverlake Wealth Management
Vermont
$502K +$7.2K +49 +1%
LIP
2411
Lighthouse Investment Partners
Florida
$501K +$513K +3,490 New
GS
2412
GWN Securities
Florida
$500K -$48.8K -332 -9%
CISOA
2413
Capital Investment Services of America
Wisconsin
$500K – – –
KA
2414
Klingman & Associates
New York
$499K -$59.5K -405 -10%
GFA
2415
Gallagher Fiduciary Advisors
Illinois
$499K -$3.67K -25 -0.7%
MBC
2416
Michael Brady & Co
Ohio
$499K +$511K +3,475 New
EFP
2417
Elser Financial Planning
Indiana
$498K -$147 -1 -0%
BWL
2418
Bogart Wealth LLC
Virginia
$496K -$38.5K -262 -7%
CW
2419
Code Waechter
Florida
$496K +$77.7K +529 +18%
CA
2420
Capital Advantage
California
$496K -$41.4K -282 -8%
TAM
2421
Titleist Asset Management
Texas
$494K +$125K +854 +33%
BDFN
2422
Bond & Devick Financial Network
Minnesota
$494K – – –
FC
2423
Financial Consulate
Maryland
$492K -$10.9K -74 -2%
NQWM
2424
Northwest Quadrant Wealth Management
Oregon
$492K – – –
FB
2425
Finward Bancorp
Indiana
$492K -$26.7K -182 -5%
95 96
97
98 99