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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
2476
Kelman-Lazarov Inc
Tennessee
$396K – – –
AWP
2477
Abacus Wealth Partners
California
$395K -$172K -1,027 -30%
CWM
2478
Circle Wealth Management
New Jersey
$395K -$376K -2,238 -49%
QWM
2479
QP Wealth Management
New Jersey
$393K – – –
RP
2480
Rowlandmiller & Partners
Georgia
$392K -$54.6K -325 -12%
PFG
2481
Pinnacle Financial Group
Illinois
$392K -$492K -2,932 -56%
TRIA
2482
Trail Ridge Investment Advisors
Colorado
$392K -$2.02K -12 -0.5%
AR
2483
Apeiron RIA
Texas
$392K – – –
HGWM
2484
Horst & Graben Wealth Management
Oregon
$392K +$3.36K +20 +0.9%
BFA
2485
Buttonwood Financial Advisors
Maryland
$392K +$393K +2,342 New
WAC
2486
William Allan Corp
Colorado
$389K +$3.02K +18 +0.8%
OMC
2487
Old Mission Capital
Illinois
$389K +$390K +2,324 New
TW
2488
TrinityPoint Wealth
Connecticut
$388K -$29.5K -176 -7%
GPWA
2489
Great Point Wealth Advisors
Massachusetts
$388K – – –
SFC
2490
SYM Financial Corp
Indiana
$388K +$8.39K +50 +2%
PGA
2491
Portland Global Advisors
Maine
$386K -$29.5K -176 -7%
BWM
2492
BlackDiamond Wealth Management
New York
$386K +$1.01K +6 +0.3%
WPW
2493
Warther Private Wealth
Ohio
$384K +$19.6K +117 +5%
CIA
2494
Cascade Investment Advisors
Oregon
$383K +$6.72K +40 +2%
TIA
2495
Tiemann Investment Advisors
California
$382K -$21K -125 -5%
EBA
2496
Eagle Bay Advisors
New York
$382K +$287K +1,712 +300%
HH
2497
HWG Holdings
Texas
$381K -$390K -2,320 -50%
UBG
2498
United Bank (Georgia)
Georgia
$381K -$49.7K -296 -12%
RWA
2499
Redhawk Wealth Advisors
Minnesota
$381K +$1.18K +7 +0.3%
TCB
2500
Texas Capital Bancshares
Texas
$380K – – –
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