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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
2426
Finward Bancorp
Indiana
$492K -$26.7K -182 -5%
XT
2427
XTX Topco
Cayman Islands
$492K -$814K -5,540 -62%
RCM
2428
Requisite Capital Management
Texas
$492K -$615K -4,189 -55%
GSC
2429
Ground Swell Capital
South Carolina
$491K +$503K +3,424 New
FWP
2430
Flatrock Wealth Partners
California
$488K +$495K +3,371 New
SPL
2431
Smart Portfolios LLC
Washington
$488K +$735 +5 +0.1%
CSPIA
2432
Cary Street Partners Investment Advisory
Virginia
$488K +$3.82K +26 +0.8%
RFA
2433
Register Financial Advisors
Georgia
$487K – – –
CHA
2434
Cooper/Haims Advisors
New York
$487K – – –
FC
2435
Financial Council
Maryland
$486K -$14.4K -98 -3%
ML
2436
McAdam LLC
Pennsylvania
$485K +$37.9K +258 +8%
HPBT
2437
Hickory Point Bank & Trust
Illinois
$483K +$7.35K +50 +2%
CFA
2438
Capstone Financial Advisors
Illinois
$483K +$8.38K +57 +2%
KLI
2439
Kelman-Lazarov Inc
Tennessee
$481K -$256K -1,740 -34%
BB
2440
Burford Brothers
Texas
$480K -$14.4K -98 -3%
LSPW
2441
Lake Street Private Wealth
Illinois
$480K -$15.1K -103 -3%
WPW
2442
Winthrop Partners - WNY
New York
$479K +$491K +3,340 New
HA
2443
Huntleigh Advisors
Missouri
$478K +$1.18K +8 +0.2%
ALA
2444
Atlas Legacy Advisors
California
$476K +$13.1K +89 +3%
HCP
2445
Hardin Capital Partners
South Carolina
$475K -$29.8K -203 -6%
HNWA
2446
Henrickson Nauta Wealth Advisors
Michigan
$475K +$196K +1,331 +64%
BTWM
2447
Baker Tilly Wealth Management
Wisconsin
$473K +$48.2K +328 +11%
GCM
2448
Gables Capital Management
Florida
$473K -$19.1K -130 -4%
HCM
2449
Hollencrest Capital Management
California
$473K -$58.8K -400 -11%
MQWP
2450
Morey & Quinn Wealth Partners
Nebraska
$472K -$11K -75 -2%
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