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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2551
TAGStone Capital
North Carolina
$371K +$3.1K +23 +0.9%
BWP
2552
Barlow Wealth Partners
Kentucky
$371K -$12.5K -93 -3%
SC
2553
Solstein Capital
California
$371K – – –
GA
2554
Goldstein Advisors
Wisconsin
$370K +$24K +178 +7%
KB
2555
Kimelman & Baird
New York
$370K -$50.5K -375 -12%
AA
2556
Alesco Advisors
New York
$370K -$14.4K -107 -4%
DMC
2557
Drexel Morgan & Co
Pennsylvania
$370K – – –
MFG
2558
Midwest Financial Group
Kansas
$369K +$14.5K +108 +4%
DOA
2559
D'Orazio & Associates
Virginia
$369K -$12K -89 -3%
CSPIA
2560
Cary Street Partners Investment Advisory
Virginia
$369K -$30K -223 -7%
CFG
2561
Copley Financial Group
California
$369K -$23.6K -175 -6%
CW
2562
Code Waechter
Florida
$367K -$51.2K -380 -12%
FCFC
2563
First Commonwealth Financial Corp
Pennsylvania
$366K -$31.4K -233 -8%
SRA
2564
Secured Retirement Advisors
Minnesota
$366K +$110K +817 +42%
EA
2565
Everpar Advisors
Oklahoma
$365K -$101K -748 -21%
FSA
2566
Financial Security Advisor
Virginia
$365K +$8.22K +61 +2%
AWS
2567
Arkfeld Wealth Strategies
Nebraska
$364K +$13.5K +100 +4%
PW
2568
PUREfi Wealth
Massachusetts
$361K -$83.4K -619 -18%
WWMSC
2569
Wagner Wealth Management (South Carolina)
South Carolina
$361K -$51.5K -382 -12%
KCP
2570
Kera Capital Partners
California
$360K +$368K +2,730 New
PDL
2571
Portfolio Design Labs
California
$360K -$26.5K -197 -7%
DLCIG
2572
D.L. Carlson Investment Group
New Hampshire
$360K -$58.5K -434 -14%
ACM
2573
Arcataur Capital Management
Wisconsin
$360K -$674 -5 -0.2%
MFC
2574
Morris Financial Concepts
South Carolina
$359K -$288K -2,138 -44%
SFA
2575
Souders Financial Advisors
Ohio
$359K -$388K -2,881 -51%
101 102
103
104 105