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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2576
Janiczek Wealth Management
Colorado
$417K +$49.1K +275 +13%
CM
2577
Columbus Macro
Pennsylvania
$416K -$10.9K -61 -3%
CIA
2578
Cascade Investment Advisors
Oregon
$414K – – –
MWP
2579
Meridian Wealth Partners
Pennsylvania
$413K +$14.4K +81 +4%
SQA
2580
Simon Quick Advisors
New Jersey
$413K +$137K +768 +51%
CWS
2581
Cypress Wealth Services
California
$413K +$26.9K +151 +7%
GCL
2582
Gouws Capital LLC
North Carolina
$413K – – –
IF
2583
Insight Folios
North Carolina
$412K +$13.6K +76 +3%
CCM
2584
Cox Capital Management
Massachusetts
$411K +$713 +4 +0.2%
NRC
2585
New Republic Capital
North Carolina
$409K +$403K +2,259 New
SFG
2586
Sterling Financial Group
California
$409K +$404K +2,264 New
TC
2587
TAGStone Capital
North Carolina
$409K +$2.85K +16 +0.7%
FFG
2588
Frisch Financial Group
New York
$408K -$9.99K -56 -2%
AWP
2589
Accretive Wealth Partners
New Jersey
$407K +$402K +2,254 New
ARC
2590
Advisor Resource Council
Texas
$407K +$402K +2,254 New
PGA
2591
Portland Global Advisors
Maine
$406K – – –
HWM
2592
Hohimer Wealth Management
Washington
$405K – – –
APW
2593
Austin Private Wealth
Texas
$405K -$4.46K -25 -1%
DCM
2594
Deuterium Capital Management
Florida
$405K +$400K +2,242 New
SB
2595
Sunflower Bank
Texas
$405K -$89.2K -500 -18%
WAC
2596
William Allan Corp
Colorado
$403K -$5.35K -30 -1%
BDFN
2597
Bond & Devick Financial Network
Minnesota
$401K -$7.85K -44 -2%
QT
2598
Quantamental Technologies
New York
$400K -$434K -2,431 -52%
CSWG
2599
Cardinal Strategic Wealth Guidance
Kentucky
$399K – – –
GFWA
2600
Grey Fox Wealth Advisors
Delaware
$398K +$393K +2,205 New
102 103
104
105 106