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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2551
HT Partners
Connecticut
$361K -$27.8K -170 -8%
CWM
2552
Curi Wealth Management
North Carolina
$361K +$327 +2 +0.1%
OMC
2553
Overbrook Management Corp
New York
$361K +$106K +650 +45%
NWM
2554
Northwest Wealth Management
Iowa
$360K +$8.17K +50 +2%
ACA
2555
Affinity Capital Advisors
California
$359K – – –
CSB
2556
City State Bank
Iowa
$359K +$337K +2,065 New
LPWM
2557
Lake Point Wealth Management
Texas
$357K – – –
IF
2558
Insight Folios
North Carolina
$357K +$44.4K +272 +15%
MCWA
2559
Meadow Creek Wealth Advisors
Georgia
$357K +$336K +2,057 New
PCMC
2560
Paragon Capital Management (Colorado)
Colorado
$356K -$20.4K -125 -6%
SAM
2561
Shikiar Asset Management
New York
$356K – – –
BFA
2562
Beacon Financial Advisory
Ohio
$355K +$13.2K +81 +4%
AM
2563
Atwater Malick
Pennsylvania
$354K -$1.63K -10 -0.5%
CAM
2564
CenterStar Asset Management
Illinois
$354K – – –
RPG
2565
Resource Planning Group
Georgia
$353K -$476K -2,917 -59%
LF
2566
LifeSteps Financial
California
$353K -$40.8K -250 -11%
SC
2567
Slow Capital
California
$353K -$8.49K -52 -2%
WIM
2568
Warwick Investment Management
Texas
$353K +$332K +2,030 New
CCP
2569
Cassia Capital Partners
North Carolina
$352K +$331K +2,024 New
SEIA
2570
Signature Estate & Investment Advisors
California
$351K -$125K -767 -28%
HIP
2571
HUB Investment Partners
Texas
$351K +$33.8K +207 +11%
RWM
2572
Rockwood Wealth Management
Pennsylvania
$350K +$329K +2,016 New
JHP
2573
James Hambro & Partners
United Kingdom
$350K – – –
MM
2574
Meridian Management
Arkansas
$350K +$22.9K +140 +7%
KWM
2575
Kolinsky Wealth Management
New Jersey
$350K +$329K +2,013 New
101 102
103
104 105