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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2451
FLC Capital Advisors
California
$470K – – –
MWM
2452
Mattern Wealth Management
Kansas
$470K -$46K -313 -9%
WW
2453
Waterfront Wealth
Kansas
$469K +$3.38K +23 +0.7%
FCM
2454
Family Capital Management
Michigan
$469K +$21.5K +146 +5%
FA
2455
Fagan Associates
New York
$468K -$25K -170 -5%
APC
2456
Aspire Private Capital
North Carolina
$467K -$441 -3 -0.1%
AWM
2457
Arista Wealth Management
Nevada
$467K -$32.3K -220 -6%
PWP
2458
Phillips Wealth Planners
Mississippi
$466K +$12.5K +85 +3%
LSIA
2459
LaSalle St. Investment Advisors
Illinois
$466K +$2.2K +15 +0.5%
FCIM
2460
Fairview Capital Investment Management
California
$466K -$16.6K -113 -3%
STA
2461
Smith Thornton Advisors
Alabama
$465K -$588 -4 -0.1%
BAMG
2462
Brand Asset Management Group
Missouri
$465K +$141K +958 +42%
AFG
2463
ABLE Financial Group
Arizona
$464K -$7.2K -49 -1%
PW
2464
PUREfi Wealth
Massachusetts
$464K +$10.7K +73 +2%
FWA
2465
Flagship Wealth Advisors
Massachusetts
$463K -$276K -1,880 -37%
BWM
2466
BNB Wealth Management
Maryland
$462K +$473K +3,222 New
CF
2467
Claris Financial
Virginia
$462K -$13.5K -92 -3%
BFG
2468
Beto Financial Group
Idaho
$460K +$436K +2,965 New
CPC
2469
Consolidated Planning Corp
Georgia
$460K -$6.91K -47 -1%
HHCP
2470
Hilton Head Capital Partners
South Carolina
$459K +$470K +3,196 New
SSCA
2471
South Shore Capital Advisors
Massachusetts
$459K +$470K +3,196 New
CWM
2472
Cranbrook Wealth Management
Michigan
$458K – – –
CWMGO
2473
Capstone Wealth Management Group (Oregon)
Oregon
$458K – – –
CSB
2474
City State Bank
Iowa
$457K -$4.41K -30 -0.9%
IWP
2475
Innova Wealth Partners
Pennsylvania
$457K -$1.62K -11 -0.3%
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99
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