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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
I
2501
INVST
Indiana
$511K +$22.9K +133 +5%
NRC
2502
New Republic Capital
North Carolina
$510K -$107K -622 -17%
EBSAM
2503
Eubel Brady & Suttman Asset Management
Ohio
$510K +$50.2K +292 +11%
RA
2504
Ruggaard & Associates
Ohio
$510K – – –
CA
2505
Crewe Advisors
Utah
$509K -$16.5K -96 -3%
ZAM
2506
Zevin Asset Management
Massachusetts
$509K – – –
IWA
2507
Inspirion Wealth Advisors
Illinois
$509K – – –
PWM
2508
Paulson Wealth Management
Illinois
$508K +$10.3K +60 +2%
PCMN
2509
Paradigm Capital Management (Nevada)
Nevada
$507K +$512K +2,980 New
AWA
2510
Alaska Wealth Advisors
Alaska
$507K +$24.4K +142 +5%
HA
2511
Hofer & Associates
California
$506K +$14.3K +83 +3%
EFG
2512
Embree Financial Group
Illinois
$505K -$4.47K -26 -0.9%
MWPCG
2513
Measured Wealth Private Client Group
New Hampshire
$504K -$90.4K -526 -15%
FMP
2514
Financial Management Professionals
Texas
$504K +$515 +3 +0.1%
BWM
2515
Bullock Wealth Management
Indiana
$504K +$9.11K +53 +2%
AIM
2516
Allen Investment Management
New York
$504K – – –
TFA
2517
Trinity Financial Advisors
Ohio
$502K – – –
ACM
2518
Arcataur Capital Management
Wisconsin
$501K -$344 -2 -0.1%
TAM
2519
Townsend Asset Management
North Carolina
$500K -$17.7K -103 -3%
TA
2520
TFB Advisors
Kansas
$500K -$21.6K -126 -4%
GCM
2521
G2 Capital Management
Ohio
$500K – – –
DFG
2522
Dupree Financial Group
Kentucky
$499K – – –
KWAG
2523
Kiely Wealth Advisory Group
North Carolina
$499K – – –
WCG
2524
Weaver Consulting Group
California
$498K +$33.7K +196 +7%
SPWG
2525
Syntegra Private Wealth Group
Missouri
$497K +$344 +2 +0.1%
99 100
101
102 103