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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2601
Meredith Wealth Planning
Illinois
$398K +$393K +2,201 New
ACM
2602
Alethea Capital Management
Washington
$397K – – –
UC
2603
Unio Capital
New Jersey
$397K – – –
MFA
2604
McClarren Financial Advisors
Pennsylvania
$396K +$535 +3 +0.1%
DA
2605
Doliver Advisors
Texas
$395K – – –
HCM
2606
Hollencrest Capital Management
California
$395K +$59.6K +334 +18%
RWP
2607
Revolve Wealth Partners
New Jersey
$395K +$23.4K +131 +6%
KCM
2608
KRS Capital Management
Michigan
$393K -$6.06K -34 -2%
TIA
2609
Tiemann Investment Advisors
California
$393K +$26.8K +150 +7%
TC
2610
Truvestments Capital
Florida
$392K +$13.7K +77 +4%
WBG
2611
Wharton Business Group
Pennsylvania
$392K – – –
LC
2612
Landaas & Company
Wisconsin
$391K -$175K -982 -31%
LWP
2613
Lumature Wealth Partners
Georgia
$390K -$18.6K -104 -5%
RCG
2614
Rock Creek Group
District of Columbia
$390K -$12.1K -68 -3%
FFA
2615
Fi3 Financial Advisors
Indiana
$390K +$136K +760 +54%
VCM
2616
Vision Capital Management
Oregon
$389K – – –
CP
2617
Castleview Partners
Texas
$388K – – –
HCM
2618
Howard Capital Management
Georgia
$388K +$26K +146 +7%
CFA
2619
Compass Financial Advisors
Indiana
$388K – – –
PAG
2620
Private Advisory Group
Washington
$387K +$41.4K +232 +12%
TVAMP
2621
Tennessee Valley Asset Management Partners
Tennessee
$387K +$713 +4 +0.2%
RFG
2622
Range Financial Group
Oregon
$386K +$95.4K +535 +33%
GA
2623
Goldstein Advisors
Wisconsin
$386K +$381K +2,137 New
FI
2624
Financial Insights
Washington
$385K +$57.6K +323 +18%
SEIA
2625
Signature Estate & Investment Advisors
California
$385K +$20.2K +113 +6%
103 104
105
106 107