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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
2576
Onyx Bridge Wealth Group
New York
$218K +$204K +1,397 New
AC
2577
Avestar Capital
New York
$217K -$18.2K -125 -8%
CCM
2578
Colorado Capital Management
Colorado
$217K -$13.6K -93 -6%
SFO
2579
Standard Family Office
South Dakota
$217K -$3.5K -24 -2%
CFN
2580
Cordasco Financial Network
Florida
$217K +$15.7K +108 +8%
TC
2581
Tatro Capital
Kentucky
$216K -$35K -240 -14%
CAN
2582
Claraphi Advisory Network
United States
$216K +$5.1K +35 +2%
AL
2583
ADE LLC
Maryland
$216K +$29.4K +202 +16%
APW
2584
Aurora Private Wealth
New Jersey
$215K – – –
CCA
2585
Conestoga Capital Advisors
Pennsylvania
$215K – – –
ACA
2586
Atlas Capital Advisors
Wyoming
$215K -$94.8K -651 -31%
ACM
2587
Ategra Capital Management
Virginia
$214K – – –
DWM
2588
Darwin Wealth Management
Florida
$214K -$28.7K -197 -12%
TWM
2589
TriaGen Wealth Management
California
$214K -$14.6K -100 -7%
BIM
2590
Bridgecreek Investment Management
Oklahoma
$213K – – –
OMC
2591
Overbrook Management Corp
New York
$212K – – –
TA
2592
TruWealth Advisors
Louisiana
$212K +$208K +1,431 New
AMG
2593
Advisors Management Group
Wisconsin
$212K +$209K +1,433 New
HCP
2594
Holt Capital Partners
Texas
$211K – – –
FNBOMD
2595
First National Bank of Mount Dora
Florida
$209K +$205K +1,405 New
MWP
2596
Madison Wealth Partners
Wisconsin
$209K +$205K +1,407 New
MGWM
2597
Marks Group Wealth Management
Minnesota
$209K +$205K +1,409 New
SWA
2598
Safir Wealth Advisors
New Hampshire
$209K +$205K +1,410 New
AWM
2599
Aprio Wealth Management
Georgia
$209K +$206K +1,413 New
TWP
2600
Treybourne Wealth Planners
Indiana
$209K +$206K +1,413 New
102 103
104
105 106