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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2601
Barlow Wealth Partners
Kentucky
$478K -$21K -125 -4%
CA
2602
Crumly & Associates
Illinois
$477K +$22.9K +136 +5%
CCA
2603
Clearwater Capital Advisors
Illinois
$477K -$5.89K -35 -1%
SPWG
2604
Syntegra Private Wealth Group
Missouri
$474K +$17.8K +106 +4%
EWS
2605
Eagle Wealth Strategies
New Jersey
$474K +$462K +2,742 New
NEWAS
2606
N.E.W. Advisory Services
Wisconsin
$474K +$337 +2 +0.1%
VAM
2607
Verity Asset Management
North Carolina
$473K +$3.2K +19 +0.7%
HWM
2608
Hohimer Wealth Management
Washington
$473K +$455K +2,703 New
RCM
2609
Rain Capital Management
Oregon
$472K +$8.59K +51 +2%
FF
2610
Farrell Financial
New York
$472K +$1.51K +9 +0.3%
ACA
2611
Ackerman Capital Advisors
Texas
$471K +$33.7K +200 +8%
OWM
2612
Opes Wealth Management
California
$471K +$3.2K +19 +0.7%
FSA
2613
Financial Security Advisor
Virginia
$469K +$2.36K +14 +0.5%
AM
2614
Atwater Malick
Pennsylvania
$469K – – –
E3F
2615
Eight 31 Financial
Texas
$469K -$242K -1,437 -35%
BWA
2616
Burt Wealth Advisors
Maryland
$468K +$18.5K +110 +4%
BIP
2617
Blueprint Investment Partners
North Carolina
$468K +$450K +2,671 New
TFA
2618
Trinity Financial Advisors
Ohio
$467K +$8.42K +50 +2%
EFG
2619
Ethos Financial Group
Pennsylvania
$467K -$7.07K -42 -2%
LD
2620
Lipe & Dalton
New York
$467K – – –
TCB
2621
Texas Capital Bancshares
Texas
$467K +$12.5K +74 +3%
FW
2622
FirstPurpose Wealth
Utah
$466K +$131K +779 +39%
BOS
2623
Bank of Stockton
California
$465K +$46.6K +277 +12%
KCFA
2624
Key Client Fiduciary Advisors
New Jersey
$464K -$11.3K -67 -2%
WFA
2625
Wade Financial Advisory
California
$463K -$30.1K -179 -6%
103 104
105
106 107