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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFG
2551
Wall Street Financial Group
Illinois
$387K +$83.3K +583 +27%
FWP
2552
Fiduciary Wealth Partners
Massachusetts
$385K +$364K +2,551 +1,350%
DC
2553
DeDora Capital
California
$385K +$38K +266 +11%
TM
2554
TigerOak Management
New Mexico
$385K -$22.4K -157 -5%
AWS
2555
Arkfeld Wealth Strategies
Nebraska
$384K -$428 -3 -0.1%
CWA
2556
Canvas Wealth Advisors
Kansas
$383K +$105K +735 +37%
BTD
2557
BankPlus Trust Department
Mississippi
$382K +$16.9K +118 +5%
SA
2558
Strategic Advisors
New York
$381K -$31.1K -218 -7%
MFC
2559
Morris Financial Concepts
South Carolina
$380K -$1.43K -10 -0.4%
SSC
2560
Syverson Strege & Co
Iowa
$380K -$25.3K -177 -6%
MWP
2561
Meriwether Wealth & Planning
Louisiana
$380K -$59.5K -417 -13%
DMC
2562
Drexel Morgan & Co
Pennsylvania
$379K -$14.3K -100 -4%
S
2563
Sunpointe
Missouri
$379K +$51.4K +360 +15%
SC
2564
Solstein Capital
California
$378K -$16.9K -118 -4%
TAM
2565
Trillium Asset Management
Massachusetts
$377K -$2.71K -19 -0.7%
GSCM
2566
Greenfield Seitz Capital Management
Texas
$377K – – –
SEA
2567
Stegent Equity Advisors
Texas
$376K -$62.7K -439 -14%
SWP
2568
Strategic Wealth Partners
Ohio
$375K -$56K -392 -13%
AM
2569
Atwater Malick
Pennsylvania
$375K – – –
WIM
2570
Waverton Investment Management
United Kingdom
$373K -$30.3M -212,121 -99%
WFA
2571
Websterrogers Financial Advisors
South Carolina
$372K -$7.57K -53 -2%
BFG
2572
Birch Financial Group
New Hampshire
$372K -$38.7K -271 -9%
SSG
2573
Summit Securities Group
New York
$371K +$249K +1,744 +194%
WFAG
2574
Wescott Financial Advisory Group
Pennsylvania
$371K +$63.5K +445 +20%
LK
2575
Lumbard & Kellner
New Hampshire
$371K – – –
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103
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