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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2601
Latitude Advisors
Florida
$427K -$59.5K -345 -12%
ACM
2602
AUA Capital Management
Pennsylvania
$427K – – –
PP
2603
Pingora Partners
Wyoming
$427K – – –
WIS
2604
Wright Investors Service
Connecticut
$425K -$1.02M -5,919 -70%
GA
2605
Goldstein Advisors
Wisconsin
$424K +$38.7K +224 +10%
MCWA
2606
Meadow Creek Wealth Advisors
Georgia
$424K +$23.8K +138 +6%
IFPG
2607
Intrepid Financial Planning Group
Indiana
$423K +$95.8K +555 +28%
HIG
2608
Heritage Investment Group
Florida
$422K – – –
ABLA
2609
Alan B. Lancz & Associates
Ohio
$422K +$441K +2,556 New
FFA
2610
Fi3 Financial Advisors
Indiana
$421K -$31.8K -184 -7%
WIM
2611
Warwick Investment Management
Texas
$421K -$52.3K -303 -11%
WCM
2612
Wedge Capital Management
North Carolina
$421K +$2.42K +14 +0.6%
SWM
2613
Sugarloaf Wealth Management
Georgia
$421K +$345 +2 +0.1%
EBA
2614
Eagle Bay Advisors
New York
$420K -$37.3K -216 -8%
CFD
2615
Creative Financial Designs
Indiana
$420K +$303K +1,756 +222%
WFA
2616
Wade Financial Advisory
California
$420K -$17.3K -100 -4%
HOWA
2617
Heritage Oak Wealth Advisors
Florida
$420K +$439K +2,544 New
TFGT
2618
TS Financial Group (TSFG)
Illinois
$419K +$518 +3 +0.1%
BWP
2619
Balboa Wealth Partners
Arizona
$419K +$62.1K +360 +17%
CWA
2620
Centennial Wealth Advisory
Michigan
$418K +$49.7K +288 +13%
OFS
2621
Oldfather Financial Services
Nebraska
$417K +$1.73K +10 +0.4%
QPWM
2622
Quadrant Private Wealth Management
Pennsylvania
$416K +$5K +29 +1%
MCM
2623
Monument Capital Management
Virginia
$416K +$38.3K +222 +10%
SGK
2624
Steigerwald Gordon & Koch
Virginia
$415K +$12.1K +70 +3%
MWM
2625
Mascoma Wealth Management
New Hampshire
$415K +$57.6K +334 +15%
103 104
105
106 107