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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
UC
2526
Unio Capital
New Jersey
$367K – – –
WPA
2527
Winning Points Advisors
Florida
$366K – – –
DA
2528
Drake & Associates
Wisconsin
$366K +$369K +2,194 New
KWM
2529
Kolinsky Wealth Management
New Jersey
$363K +$4.38K +26 +1%
CF
2530
Corrigan Financial
Rhode Island
$362K +$16.8K +100 +5%
DFG
2531
Demars Financial Group
Washington
$362K -$12.3K -73 -3%
WBG
2532
Wharton Business Group
Pennsylvania
$361K -$295K -1,750 -45%
TC
2533
Trilogy Capital
California
$361K +$27.6K +164 +8%
KWM
2534
KerberRose Wealth Management
Wisconsin
$361K +$365K +2,166 New
TWM
2535
Tradition Wealth Management
Minnesota
$360K -$97K -576 -21%
LSA
2536
Leonteq Securities AG
Switzerland
$360K -$183K -1,089 -34%
AA
2537
Argent Advisors
Louisiana
$358K -$9.26K -55 -2%
TC
2538
Titleist Capital
Texas
$358K -$5.55K -33 -2%
CF
2539
Clarity Financial
Texas
$357K – – –
CFA
2540
Compass Financial Advisors
Indiana
$357K +$505 +3 +0.1%
IF
2541
Insight Folios
North Carolina
$357K +$12.3K +73 +4%
P
2542
&Partners
Tennessee
$357K +$57.7K +343 +19%
VCM
2543
Virtue Capital Management
Tennessee
$356K -$778K -4,624 -68%
UBG
2544
United Bank (Georgia)
Georgia
$356K -$23.4K -139 -6%
HCM
2545
Howard Capital Management
Georgia
$356K +$28.1K +167 +8%
MCWA
2546
Meadow Creek Wealth Advisors
Georgia
$355K -$14.1K -84 -4%
RW
2547
Rede Wealth
Virginia
$355K – – –
TVAMP
2548
Tennessee Valley Asset Management Partners
Tennessee
$355K +$18.9K +112 +6%
WAOI
2549
Wealth Advisors of Iowa
Iowa
$355K +$109K +647 +44%
TFA
2550
Teamwork Financial Advisors
Texas
$354K -$64.3K -382 -15%
100 101
102
103 104