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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2601
TCFG Wealth Management
California
$401K -$16.5K -112 -4%
VAG
2602
VisionPoint Advisory Group
Texas
$401K -$37.9K -258 -8%
UWM
2603
Urban Wealth Management
California
$400K +$410K +2,790 New
MIM
2604
Marco Investment Management
Georgia
$400K -$6.32K -43 -2%
SWA
2605
SOA Wealth Advisors
New York
$400K – – –
AM
2606
Atwater Malick
Pennsylvania
$400K +$17.2K +117 +4%
DFG
2607
Dupree Financial Group
Kentucky
$399K – – –
MAM
2608
McLaughlin Asset Management
Illinois
$399K +$408K +2,778 New
AFW
2609
Avantra Family Wealth
Pennsylvania
$399K +$42.8K +291 +12%
CCIA
2610
Cherry Creek Investment Advisors
Colorado
$399K -$83.6K -569 -17%
RCYC
2611
Richard C. Young & Co
Rhode Island
$398K – – –
PIP
2612
Peachtree Investment Partners
Florida
$398K -$40.6K -276 -9%
QFW
2613
QTR Family Wealth
Florida
$398K -$221K -1,506 -39%
ACP
2614
Argyle Capital Partners
California
$397K +$38.9K +265 +11%
6F
2615
626 Financial
Michigan
$397K -$16.9K -115 -4%
GRR
2616
Golden Reserve Retirement
Ohio
$396K +$406K +2,762 New
CWA
2617
Canvas Wealth Advisors
Kansas
$396K +$5.44K +37 +1%
I2I
2618
Insight 2811 Inc
Illinois
$396K +$19.1K +130 +5%
SAM
2619
Secure Asset Management
Michigan
$396K -$29.8K -203 -7%
SWM
2620
SHP Wealth Management
Massachusetts
$395K +$405K +2,754 New
EL
2621
Essex LLC
Illinois
$394K -$14K -95 -3%
EV
2622
EJMK Ventures
Illinois
$394K +$404K +2,747 New
SC
2623
Stephens Consulting
Michigan
$393K -$41.3K -281 -9%
DC
2624
DeDora Capital
California
$393K – – –
MWA
2625
Medallion Wealth Advisors
Connecticut
$391K +$58.8K +400 +17%
103 104
105
106 107