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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
2501
Glass Jacobson Investment Advisors
Maryland
$467K +$461K +2,584 New
DCBT
2502
Dakota Community Bank & Trust
North Dakota
$465K -$8.03K -45 -2%
WCG
2503
Weaver Consulting Group
California
$464K +$29.6K +166 +7%
PWAC
2504
Private Wealth Advisors (California)
California
$462K -$1.6K -9 -0.4%
WCM
2505
Wedge Capital Management
North Carolina
$462K +$18.2K +102 +4%
OFS
2506
Oldfather Financial Services
Nebraska
$462K -$80.3K -450 -15%
LAS
2507
LWM Advisory Services
Florida
$461K -$194K -1,086 -29%
IIA
2508
Integral Investment Advisors
California
$460K – – –
PCMF
2509
Private Capital Management (Florida)
Florida
$460K – – –
ACA
2510
Ackerman Capital Advisors
Texas
$459K – – –
FPIS
2511
Financial Planning & Information Services
Wisconsin
$458K – – –
AM
2512
Atwater Malick
Pennsylvania
$458K +$42.8K +240 +10%
EWA
2513
Encompass Wealth Advisors
Oregon
$457K -$26.8K -150 -6%
T
2514
TRUADVICE
Florida
$454K +$87.6K +491 +24%
RFS
2515
Retirement Financial Solutions
Tennessee
$454K +$448K +2,514 New
GDP
2516
Great Diamond Partners
Maine
$454K -$398K -2,230 -47%
PWAG
2517
Polaris Wealth Advisory Group
California
$453K – – –
SA
2518
SL Advisors
New Jersey
$453K +$8.92K +50 +2%
SC
2519
SRB Corp
Massachusetts
$452K +$15.5K +87 +4%
DMC
2520
Drexel Morgan & Co
Pennsylvania
$452K – – –
KA
2521
Kercheville Advisors
Texas
$452K – – –
FL
2522
Fort LP
Maryland
$451K -$124K -698 -22%
FAG
2523
Fortitude Advisory Group
Washington
$450K +$25.1K +141 +6%
WFAG
2524
Worth Financial Advisory Group
North Carolina
$450K +$444K +2,490 New
AWS
2525
Arkfeld Wealth Strategies
Nebraska
$448K – – –
99 100
101
102 103