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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2601
Crumly & Associates
Illinois
$477K +$22.9K +136 +5%
CCA
2602
Clearwater Capital Advisors
Illinois
$477K -$5.89K -35 -1%
SPWG
2603
Syntegra Private Wealth Group
Missouri
$474K +$17.8K +106 +4%
EWS
2604
Eagle Wealth Strategies
New Jersey
$474K +$462K +2,742 New
NEWAS
2605
N.E.W. Advisory Services
Wisconsin
$474K +$337 +2 +0.1%
VAM
2606
Verity Asset Management
North Carolina
$473K +$3.2K +19 +0.7%
HWM
2607
Hohimer Wealth Management
Washington
$473K +$455K +2,703 New
RCM
2608
Rain Capital Management
Oregon
$472K +$8.59K +51 +2%
FF
2609
Farrell Financial
New York
$472K +$1.51K +9 +0.3%
ACA
2610
Ackerman Capital Advisors
Texas
$471K +$33.7K +200 +8%
OWM
2611
Opes Wealth Management
California
$471K +$3.2K +19 +0.7%
FSA
2612
Financial Security Advisor
Virginia
$469K +$2.36K +14 +0.5%
AM
2613
Atwater Malick
Pennsylvania
$469K – – –
E3F
2614
Eight 31 Financial
Texas
$469K -$242K -1,437 -35%
BWA
2615
Burt Wealth Advisors
Maryland
$468K +$18.5K +110 +4%
BIP
2616
Blueprint Investment Partners
North Carolina
$468K +$450K +2,671 New
TFA
2617
Trinity Financial Advisors
Ohio
$467K +$8.42K +50 +2%
EFG
2618
Ethos Financial Group
Pennsylvania
$467K -$7.07K -42 -2%
LD
2619
Lipe & Dalton
New York
$467K – – –
TCB
2620
Texas Capital Bancshares
Texas
$467K +$12.5K +74 +3%
FW
2621
FirstPurpose Wealth
Utah
$466K +$131K +779 +39%
BOS
2622
Bank of Stockton
California
$465K +$46.6K +277 +12%
KCFA
2623
Key Client Fiduciary Advisors
New Jersey
$464K -$11.3K -67 -2%
WFA
2624
Wade Financial Advisory
California
$463K -$30.1K -179 -6%
ARC
2625
Advisor Resource Council
Texas
$463K -$1.11M -6,618 -71%
103 104
105
106 107