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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2426
Innova Wealth Partners
Pennsylvania
$545K +$14K +75 +3%
FNBSF
2427
First National Bank Sioux Falls
South Dakota
$543K -$1.49K -8 -0.3%
PWS
2428
Private Wealth Strategies
Ohio
$542K -$3.73K -20 -0.7%
AA
2429
Alesco Advisors
New York
$542K – – –
GS
2430
GTS Securities
Florida
$541K +$545K +2,922 New
FAT
2431
First American Trust
California
$541K -$45.3K -243 -8%
AIM
2432
Allen Investment Management
New York
$540K -$8.4K -45 -2%
TSWM
2433
Tyler-Stone Wealth Management
Ohio
$540K +$544K +2,917 New
BC
2434
Brookfield Corp
Ontario, Canada
$540K -$619K -3,317 -53%
OPOWM
2435
One Plus One Wealth Management
Florida
$538K -$28.6K -153 -5%
WPW
2436
Warther Private Wealth
Ohio
$537K +$78.9K +423 +17%
DIA
2437
Davidson Investment Advisors
Montana
$537K -$14.3M -76,593 -96%
PSCM
2438
Per Stirling Capital Management
Texas
$535K -$12.5K -67 -2%
FMN
2439
Financial Management Network
California
$534K +$373 +2 +0.1%
AWA
2440
Alaska Wealth Advisors
Alaska
$533K +$4.29K +23 +0.8%
AA
2441
Argent Advisors
Louisiana
$533K +$54.1K +290 +11%
DB
2442
Dravo Bay
Delaware
$532K +$8.58K +46 +2%
CRI
2443
Colonial River Investments
Virginia
$529K -$14.7K -79 -3%
NRC
2444
New Republic Capital
North Carolina
$528K +$52.3K +280 +11%
HP
2445
Hyperion Partners
Pennsylvania
$528K +$373 +2 +0.1%
EI
2446
Ellevest Inc
New York
$527K +$20.3K +109 +4%
ZIG
2447
Zuckerman Investment Group
Illinois
$527K +$189K +1,014 +55%
WFAG
2448
Worth Financial Advisory Group
North Carolina
$525K -$22.4K -120 -4%
SFP
2449
Sterling Financial Planning
New Jersey
$525K +$746 +4 +0.1%
TC
2450
Truvestments Capital
Florida
$525K +$133K +714 +34%
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