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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2551
Curi Wealth Management
North Carolina
$361K +$327 +2 +0.1%
OMC
2552
Overbrook Management Corp
New York
$361K +$106K +650 +45%
NWM
2553
Northwest Wealth Management
Iowa
$360K +$8.17K +50 +2%
ACA
2554
Affinity Capital Advisors
California
$359K – – –
CSB
2555
City State Bank
Iowa
$359K +$337K +2,065 New
LPWM
2556
Lake Point Wealth Management
Texas
$357K – – –
IF
2557
Insight Folios
North Carolina
$357K +$44.4K +272 +15%
MCWA
2558
Meadow Creek Wealth Advisors
Georgia
$357K +$336K +2,057 New
PCMC
2559
Paragon Capital Management (Colorado)
Colorado
$356K -$20.4K -125 -6%
SAM
2560
Shikiar Asset Management
New York
$356K – – –
BFA
2561
Beacon Financial Advisory
Ohio
$355K +$13.2K +81 +4%
AM
2562
Atwater Malick
Pennsylvania
$354K -$1.63K -10 -0.5%
CAM
2563
CenterStar Asset Management
Illinois
$354K – – –
RPG
2564
Resource Planning Group
Georgia
$353K -$476K -2,917 -59%
LF
2565
LifeSteps Financial
California
$353K -$40.8K -250 -11%
SC
2566
Slow Capital
California
$353K -$8.49K -52 -2%
WIM
2567
Warwick Investment Management
Texas
$353K +$332K +2,030 New
CCP
2568
Cassia Capital Partners
North Carolina
$352K +$331K +2,024 New
SEIA
2569
Signature Estate & Investment Advisors
California
$351K -$125K -767 -28%
HIP
2570
HUB Investment Partners
Texas
$351K +$33.8K +207 +11%
RWM
2571
Rockwood Wealth Management
Pennsylvania
$350K +$329K +2,016 New
JHP
2572
James Hambro & Partners
United Kingdom
$350K – – –
MM
2573
Meridian Management
Arkansas
$350K +$22.9K +140 +7%
KWM
2574
Kolinsky Wealth Management
New Jersey
$350K +$329K +2,013 New
TLFA
2575
True Link Financial Advisors
California
$349K -$27.9K -171 -8%
101 102
103
104 105