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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
2601
Values Added Financial
District of Columbia
$357K +$12.6K +88 +4%
DA
2602
Drake & Associates
Wisconsin
$357K +$356K +2,496 New
BOS
2603
Bank of Stockton
California
$357K +$20.8K +146 +6%
MCWA
2604
Meadow Creek Wealth Advisors
Georgia
$356K -$25K -175 -7%
PCMN
2605
Paradigm Capital Management (Nevada)
Nevada
$356K -$57.1K -400 -14%
BPWM
2606
BCS Private Wealth Management
New Jersey
$356K – – –
TWA
2607
Trace Wealth Advisors
California
$355K – – –
1CP
2608
17 Capital Partners
Arizona
$355K – – –
HWMG
2609
Hurlow Wealth Management Group
Indiana
$355K -$142K -991 -28%
CNBOF
2610
City National Bank of Florida
Florida
$354K +$10.1K +71 +3%
GC
2611
Garde Capital
Washington
$354K -$124K -870 -26%
OCG
2612
Opus Capital Group
Ohio
$353K -$10.7K -75 -3%
FFS
2613
Founders Financial Securities
Maryland
$352K -$320K -2,240 -47%
SPWG
2614
Syntegra Private Wealth Group
Missouri
$352K -$3.57K -25 -1%
SSA
2615
Sierra Summit Advisors
Nevada
$352K – – –
MFGM
2616
Marshall Financial Group (Maryland)
Maryland
$352K -$43.8K -307 -11%
ACP
2617
Argyle Capital Partners
California
$351K -$92.8K -650 -21%
RA
2618
Riversedge Advisors
Delaware
$351K +$357K +2,497 New
DLCIG
2619
D.L. Carlson Investment Group
New Hampshire
$350K -$33.1K -232 -9%
ACM
2620
Aurdan Capital Management
Pennsylvania
$350K – – –
T
2621
Tableaux
Massachusetts
$350K +$356K +2,490 New
AFW
2622
Avantra Family Wealth
Pennsylvania
$349K +$286 +2 +0.1%
SWG
2623
Summit Wealth Group
Vermont
$349K +$286 +2 +0.1%
GHA
2624
Granite Harbor Advisors
Texas
$348K +$29.7K +208 +9%
PGF
2625
Plan Group Financial
Oklahoma
$348K +$354K +2,478 New
103 104
105
106 107