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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCIM
2601
Red Cedar Investment Management
Michigan
$437K – – –
PWP
2602
Perfromance Wealth Partners
Illinois
$436K -$3.74K -24 -0.8%
RCYC
2603
Richard C. Young & Co
Rhode Island
$435K +$3.9K +25 +0.9%
VCM
2604
Vision Capital Management
Oregon
$435K +$92.7K +595 +27%
TWM
2605
TCFG Wealth Management
California
$434K – – –
TIA
2606
TCFG Investment Advisors
California
$434K +$436K +2,795 New
VAF
2607
Values Added Financial
District of Columbia
$434K +$20.1K +129 +5%
GSWM
2608
Golden State Wealth Management
California
$432K -$31.3K -201 -7%
DFG
2609
Dupree Financial Group
Kentucky
$432K – – –
AWS
2610
Arkfeld Wealth Strategies
Nebraska
$432K +$16.4K +105 +4%
MWP
2611
Meriwether Wealth & Planning
Louisiana
$431K +$14K +90 +3%
BCM
2612
Bannerstone Capital Management
Minnesota
$431K +$12.9K +83 +3%
TFA
2613
Trinity Financial Advisors
Ohio
$430K – – –
SIP
2614
Snowwater Investment Partners
Connecticut
$430K +$56.4K +362 +15%
BFG
2615
Beto Financial Group
Idaho
$429K -$34K -218 -7%
SP
2616
SmartHarvest Portfolios
Washington
$429K -$156K -1,003 -27%
EWP
2617
Evergreen Wealth Partners
Montana
$429K -$36.8K -236 -8%
PIP
2618
Peachtree Investment Partners
Florida
$429K -$1.56K -10 -0.4%
CP
2619
Creekside Partners
California
$427K -$17.3K -111 -4%
BCA
2620
Bay Capital Advisors
Virginia
$427K -$18.1K -116 -4%
MWP
2621
Madison Wealth Partners
Wisconsin
$426K +$105K +676 +33%
EL
2622
Essex LLC
Illinois
$426K -$779 -5 -0.2%
FWP
2623
Flatrock Wealth Partners
California
$425K -$98.6K -633 -19%
KWA
2624
Kellett Wealth Advisors
Ohio
$424K +$35.4K +227 +9%
MIM
2625
Marco Investment Management
Georgia
$424K -$9.35K -60 -2%
103 104
105
106 107