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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2576
Edge Wealth Management
New York
$415K – – –
SAM
2577
Secure Asset Management
Michigan
$414K -$117K -783 -22%
FFA
2578
Fi3 Financial Advisors
Indiana
$414K +$69.7K +468 +20%
ST
2579
Sageworth Trust
Pennsylvania
$414K -$6.4K -43 -2%
NEWAS
2580
N.E.W. Advisory Services
Wisconsin
$413K +$70.4K +473 +21%
CL
2581
COWA LLC
Oklahoma
$412K -$44.7K -300 -10%
RFA
2582
Resurgent Financial Advisors
Georgia
$412K +$6.25K +42 +2%
UWS
2583
Unique Wealth Strategies
Illinois
$412K +$4.91K +33 +1%
CCA
2584
Clearwater Capital Advisors
Illinois
$411K -$298 -2 -0.1%
SCP
2585
Sivia Capital Partners
California
$410K +$44.1K +296 +12%
FDS
2586
First Dallas Securities
Texas
$410K -$16.8K -113 -4%
ACM
2587
Arcataur Capital Management
Wisconsin
$409K -$32.3K -217 -7%
FPW
2588
Flywheel Private Wealth
California
$408K – – –
WCM
2589
Wedge Capital Management
North Carolina
$408K +$405K +2,718 New
KIM
2590
Kestra Investment Management
Texas
$407K -$14.3K -96 -3%
NRC
2591
New Republic Capital
North Carolina
$407K +$78.6K +528 +24%
SPWG
2592
Syntegra Private Wealth Group
Missouri
$406K -$5.95K -40 -1%
WFA
2593
Websterrogers Financial Advisors
South Carolina
$406K – – –
FSA
2594
Financial Security Advisor
Virginia
$406K +$2.53K +17 +0.6%
TAM
2595
Trillium Asset Management
Massachusetts
$405K -$6.7K -45 -2%
TFGT
2596
TS Financial Group (TSFG)
Illinois
$405K +$24.9K +167 +7%
ACA
2597
Ackerman Capital Advisors
Texas
$404K – – –
MFG
2598
Midwest Financial Group
Kansas
$403K +$1.94K +13 +0.5%
GSCM
2599
Greenfield Seitz Capital Management
Texas
$402K – – –
CWM
2600
Challenger Wealth Management
California
$400K -$91.4K -614 -19%
102 103
104
105 106