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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RHP
2626
Royal Harbor Partners
Texas
$440K -$14.4K -87 -3%
CA
2627
Crumly & Associates
Illinois
$440K -$22.1K -133 -5%
CGA
2628
Crescent Grove Advisors
Illinois
$439K +$1.49K +9 +0.4%
GGA
2629
Granite Group Advisors
Connecticut
$439K +$442K +2,664 New
EWA
2630
ERTS Wealth Advisors
Michigan
$438K -$18.1K -109 -4%
ACM
2631
AUA Capital Management
Pennsylvania
$438K – – –
DA
2632
Doliver Advisors
Texas
$438K -$20.7K -125 -5%
TC
2633
Truvestments Capital
Florida
$437K -$44.8K -270 -9%
BWA
2634
Burt Wealth Advisors
Maryland
$436K +$829 +5 +0.2%
HA
2635
Hofer & Associates
California
$435K +$22.9K +138 +6%
RW
2636
REDW Wealth
New Mexico
$435K -$67.5K -407 -14%
TWM
2637
Tradition Wealth Management
Minnesota
$434K -$159K -956 -27%
SGK
2638
Steigerwald Gordon & Koch
Virginia
$431K -$78.6K -474 -16%
GJIA
2639
Glass Jacobson Investment Advisors
Maryland
$429K +$3.32K +20 +0.8%
FFA
2640
Fi3 Financial Advisors
Indiana
$429K +$17.7K +107 +4%
BWA
2641
BlueChip Wealth Advisors
Georgia
$428K +$418K +2,522 New
TFGT
2642
TS Financial Group (TSFG)
Illinois
$427K -$18.4K -111 -4%
I
2643
INVST
Indiana
$427K +$205K +1,235 +98%
MSR
2644
Main Street Research
Connecticut
$426K +$106K +642 +35%
BBA
2645
Braun-Bostich & Associates
Pennsylvania
$425K +$415K +2,500 New
CW
2646
Channel Wealth
California
$424K +$81.9K +494 +25%
ACA
2647
Ackerman Capital Advisors
Texas
$423K – – –
OCM
2648
Orion Capital Management
California
$423K +$16.6K +100 +4%
HCM
2649
Howard Capital Management
Georgia
$423K +$59.2K +357 +17%
PDM
2650
Penn Davis McFarland
Texas
$422K – – –
104 105
106
107 108