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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
2626
N.E.W. Advisory Services
Wisconsin
$347K +$11K +77 +3%
RC
2627
Rexford Capital
Texas
$347K -$5.57K -39 -2%
SWM
2628
SK Wealth Management
Rhode Island
$347K +$3.28K +23 +1%
RWP
2629
Revolve Wealth Partners
New Jersey
$347K +$97.8K +685 +38%
CGH
2630
CMG Global Holdings
Texas
$347K -$18.6K -130 -5%
AFPL
2631
Advus Financial Partners, LLC
Florida
$347K -$58.4K -409 -14%
BP
2632
Broadleaf Partners
Ohio
$346K -$162K -1,132 -31%
FC
2633
FORA Capital
Florida
$346K -$7.2M -50,416 -95%
AIM
2634
Allen Investment Management
New York
$346K -$71.4K -500 -17%
BDL
2635
Bey-Douglas LLC
Georgia
$345K +$19.6K +137 +6%
LWM
2636
LeConte Wealth Management
Tennessee
$345K +$90.4K +633 +35%
MAFA
2637
MJT & Associates Financial Advisory
Minnesota
$345K +$2.86K +20 +0.8%
FNC
2638
First National Corp
Massachusetts
$345K +$344K +2,410 New
WWMSC
2639
Wagner Wealth Management (South Carolina)
South Carolina
$344K -$40.1K -281 -10%
CIP
2640
Convergence Investment Partners
Florida
$343K +$53.4K +374 +18%
JWM
2641
Johnson Wealth Management
North Dakota
$343K +$349K +2,443 New
BWP
2642
Balboa Wealth Partners
Arizona
$343K -$37.3K -261 -10%
SWA
2643
Strata Wealth Advisors
Texas
$342K +$348K +2,436 New
MFA
2644
McClarren Financial Advisors
Pennsylvania
$342K -$4.28K -30 -1%
PP
2645
Pingora Partners
Wyoming
$342K – – –
HIG
2646
Heritage Investment Group
Florida
$341K -$18.9K -132 -5%
TCM
2647
Traynor Capital Management
Pennsylvania
$341K -$132K -921 -27%
WWA
2648
Wingate Wealth Advisors
Massachusetts
$341K – – –
CIA
2649
Compass Ion Advisors
Pennsylvania
$341K +$5.14K +36 +2%
LF
2650
LifeSteps Financial
California
$340K -$23K -161 -6%
104 105
106
107 108