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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
2601
Financial Security Advisor
Virginia
$453K +$2.49K +15 +0.6%
LD
2602
Lipe & Dalton
New York
$453K – – –
AWS
2603
Arkfeld Wealth Strategies
Nebraska
$453K +$1.66K +10 +0.4%
TF
2604
Trek Financial
Arizona
$452K -$32.5K -196 -7%
FMP
2605
Financial Management Professionals
Texas
$452K -$3.32K -20 -0.7%
TAM
2606
Townsend Asset Management
North Carolina
$450K +$75.5K +455 +21%
RCM
2607
Rain Capital Management
Oregon
$450K +$332 +2 +0.1%
CWA
2608
Centennial Wealth Advisory
Michigan
$449K +$7.79K +47 +2%
LK
2609
Lumbard & Kellner
New Hampshire
$448K – – –
AWM
2610
Atticus Wealth Management
Florida
$448K -$59.9K -361 -12%
CWM
2611
Circle Wealth Management
New Jersey
$448K -$13.6K -82 -3%
FDDB
2612
Fidelity D&D Bancorp
Pennsylvania
$445K -$36.2K -218 -8%
TFA
2613
Trinity Financial Advisors
Ohio
$445K – – –
VFP
2614
Verus Financial Partners
Virginia
$443K +$129K +779 +42%
HIG
2615
Heritage Investment Group
Florida
$443K -$13.1K -79 -3%
AWM
2616
Aviso Wealth Management
Washington
$442K +$432K +2,605 New
CGH
2617
CMG Global Holdings
Texas
$442K -$4.15K -25 -0.9%
SPWG
2618
Syntegra Private Wealth Group
Missouri
$442K +$14.1K +85 +3%
WCG
2619
Weaver Consulting Group
California
$442K +$10.9K +66 +3%
BFAG
2620
Blackston Financial Advisory Group
Florida
$442K – – –
DMC
2621
Drexel Morgan & Co
Pennsylvania
$442K +$16.6K +100 +4%
GWA
2622
GGM Wealth Advisors
Maryland
$442K +$1.16K +7 +0.3%
HSWM
2623
Hubbell Strickland Wealth Management
Louisiana
$441K -$114K -689 -21%
TCB
2624
Texas Capital Bancshares
Texas
$440K -$3.32K -20 -0.8%
SAM
2625
Secure Asset Management
Michigan
$440K -$22.2K -134 -5%
103 104
105
106 107