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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2626
Trek Financial
Arizona
$354K +$748 +5 +0.2%
RSWA
2627
Robinson Smith Wealth Advisors
Maine
$353K -$143K -957 -27%
CWA
2628
Canvas Wealth Advisors
Kansas
$352K -$224K -1,500 -37%
PNAA
2629
Pictet North America Advisors
Switzerland
$352K – – –
MCWA
2630
Meadow Creek Wealth Advisors
Georgia
$352K +$8.82K +59 +2%
MIM
2631
Marco Investment Management
Georgia
$352K -$19.4K -130 -5%
CCMG
2632
Connecticut Capital Management Group
Connecticut
$351K -$1.35K -9 -0.3%
AT
2633
Avalon Trust
New Mexico
$351K +$33.6K +225 +10%
GCM
2634
Generation Capital Management
New York
$349K – – –
6F
2635
626 Financial
Michigan
$348K +$150 +1 +0%
WFA
2636
Websterrogers Financial Advisors
South Carolina
$348K – – –
FPH
2637
Financial Planning Hawaii
Hawaii
$348K +$299 +2 +0.1%
CWM
2638
Circle Wealth Management
New Jersey
$348K -$45.6K -305 -11%
PWA
2639
Physician Wealth Advisors
Utah
$348K -$14.7K -98 -4%
KFAS
2640
Keating Financial Advisory Services
Kansas
$347K -$2.99K -20 -0.8%
SWA
2641
SOA Wealth Advisors
New York
$347K -$23.2K -155 -6%
CF
2642
Convergence Financial
Missouri
$346K +$175K +1,173 +85%
RIM
2643
Reliant Investment Management
Tennessee
$346K +$75.1K +502 +24%
VFP
2644
Verus Financial Partners
Virginia
$345K +$449 +3 +0.1%
GC
2645
Guilbault Capital
Louisiana
$345K -$6.28K -42 -2%
PGF
2646
Plan Group Financial
Oklahoma
$343K -$14.4K -96 -4%
BPWM
2647
BCS Private Wealth Management
New Jersey
$343K -$449K -3,005 -54%
TWA
2648
Trace Wealth Advisors
California
$343K – – –
DLCIG
2649
D.L. Carlson Investment Group
New Hampshire
$343K +$7.48K +50 +2%
NF
2650
Nikulski Financial
Iowa
$343K +$49K +328 +15%
104 105
106
107 108