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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2476
TFB Advisors
Kansas
$506K +$137K +791 +35%
CWC
2477
Carolinas Wealth Consulting
North Carolina
$505K -$20K -116 -4%
RFG
2478
Range Financial Group
Oregon
$504K +$77.5K +449 +17%
CL
2479
COWA LLC
Oklahoma
$503K – – –
CWM
2480
Centric Wealth Management
Illinois
$503K +$48.5K +281 +11%
TAM
2481
Townsend Asset Management
North Carolina
$502K -$4.49K -26 -0.8%
AT
2482
Avalon Trust
New Mexico
$502K – – –
LA
2483
LM Advisors
California
$502K – – –
AGC
2484
Aspen Grove Capital
Colorado
$501K +$16.7K +97 +3%
DC
2485
DeDora Capital
California
$500K -$518 -3 -0.1%
FFC
2486
First Financial Corp
Indiana
$500K -$8.28K -48 -2%
SCM
2487
Sage Capital Management
New Jersey
$500K +$3.28K +19 +0.6%
NC
2488
Napatree Capital
Rhode Island
$500K +$523K +3,030 New
MF
2489
Montis Financial
Massachusetts
$499K -$246K -1,426 -32%
HS
2490
Horan Securities
United States
$497K -$345 -2 -0.1%
DW
2491
Dodds Wealth
Colorado
$497K – – –
CWS
2492
Cypress Wealth Services
California
$495K +$74.4K +431 +17%
RWA
2493
Rooted Wealth Advisors
Illinois
$495K +$5.18K +30 +1%
RA
2494
Ruggaard & Associates
Ohio
$495K +$2.59K +15 +0.5%
ZAM
2495
Zevin Asset Management
Massachusetts
$494K +$34.5K +200 +7%
EFG
2496
Embree Financial Group
Illinois
$494K -$13.1K -76 -2%
IWA
2497
Inspirion Wealth Advisors
Illinois
$493K – – –
NNPTE
2498
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$493K +$516K +2,992 New
DB
2499
Dravo Bay
Delaware
$493K +$1.38K +8 +0.3%
PWP
2500
Phillips Wealth Planners
Mississippi
$491K -$9.49K -55 -2%
98 99
100
101 102