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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
2501
Texas Capital Bancshares
Texas
$380K – – –
BDFN
2502
Bond & Devick Financial Network
Minnesota
$379K +$1.34K +8 +0.4%
CWM
2503
Curi Wealth Management
North Carolina
$379K +$31.6K +188 +9%
AM
2504
Atwater Malick
Pennsylvania
$379K +$38.8K +231 +11%
HA
2505
Hofer & Associates
California
$378K +$16.5K +98 +5%
CCM
2506
Cox Capital Management
Massachusetts
$376K -$1.95M -11,639 -84%
TAM
2507
Townsend Asset Management
North Carolina
$376K -$6.21K -37 -2%
FPIS
2508
Financial Planning & Information Services
Wisconsin
$376K +$50.4K +300 +15%
CWA
2509
Cornerstone Wealth Advisors
Minnesota
$375K -$104K -621 -22%
DFG
2510
Demars Financial Group
Washington
$375K -$336 -2 -0.1%
HFM
2511
Harvest Fund Management
China
$375K – – –
HA
2512
HYA Advisors
Missouri
$375K +$168 +1 +0%
PI
2513
PFS Investments
Georgia
$375K +$159K +946 +73%
KWS
2514
Keystone Wealth Services
California
$374K +$672 +4 +0.2%
TC
2515
TAGStone Capital
North Carolina
$374K +$2.18K +13 +0.6%
SAM
2516
Secure Asset Management
Michigan
$373K +$21.5K +128 +6%
LWP
2517
Lumature Wealth Partners
Georgia
$372K +$223K +1,327 +148%
I
2518
IMPACTfolio
Colorado
$372K +$373K +2,223 New
RTS
2519
Round Table Services
New Jersey
$371K -$168 -1 -0%
MCWA
2520
Meadow Creek Wealth Advisors
Georgia
$371K +$26.9K +160 +8%
HWA
2521
HHM Wealth Advisors
Tennessee
$371K +$84.1K +501 +29%
HKAM
2522
Horizon Kinetics Asset Management
New York
$369K -$337K -2,008 -48%
AA
2523
Argent Advisors
Louisiana
$369K +$370K +2,204 New
WPA
2524
Winning Points Advisors
Florida
$368K -$1.12M -6,700 -75%
RB
2525
Renasant Bank
Mississippi
$368K -$98.7K -588 -21%
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101
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