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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
2426
BBR Partners
New York
$530K +$38.6K +248 +8%
RCM
2427
Requisite Capital Management
Texas
$530K +$3.12K +20 +0.6%
CA
2428
Capital Advantage
California
$529K -$6.86K -44 -1%
FFP
2429
Freedom Financial Partners
Minnesota
$528K -$44.4K -285 -8%
FFM
2430
Flagstone Financial Management
Nebraska
$528K +$218K +1,400 +70%
ISWM
2431
Independent Solutions Wealth Management
New York
$526K +$36.6K +235 +7%
WW
2432
Waterfront Wealth
Kansas
$525K +$21.2K +136 +4%
MF
2433
Montis Financial
Massachusetts
$524K -$48K -308 -8%
CFA
2434
Capstone Financial Advisors
Illinois
$524K +$1.71K +11 +0.3%
FFS
2435
Founders Financial Securities
Maryland
$524K -$365K -2,340 -41%
EFP
2436
Elser Financial Planning
Indiana
$523K -$15.6K -100 -3%
SWM
2437
SHP Wealth Management
Massachusetts
$523K +$95.4K +612 +22%
FC
2438
Financial Council
Maryland
$522K -$3.43K -22 -0.6%
HCM
2439
Hollencrest Capital Management
California
$520K +$8.88K +57 +2%
GIM
2440
Guardian Investment Management
California
$520K -$67K -430 -11%
AWM
2441
Arista Wealth Management
Nevada
$519K +$14.3K +92 +3%
HPBT
2442
Hickory Point Bank & Trust
Illinois
$519K -$3.9K -25 -0.7%
FCMT
2443
Founders Capital Management (Texas)
Texas
$517K -$40.4K -259 -7%
FCIM
2444
Fairview Capital Investment Management
California
$517K +$13.4K +86 +3%
FB
2445
Finward Bancorp
Indiana
$517K -$15.9K -102 -3%
AG
2446
Algert Global
California
$515K +$151K +968 +41%
OFA
2447
Orographic Financial Advisors
Colorado
$513K +$516K +3,309 New
SWM
2448
Silverlake Wealth Management
Vermont
$513K -$30.4K -195 -6%
BEW
2449
Burton Enright Welch
California
$512K -$39.6K -254 -7%
BW
2450
Blalock Williams
Alabama
$512K -$47.5K -305 -8%
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