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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2651
Circle Wealth Management
New Jersey
$348K -$45.6K -305 -11%
PWA
2652
Physician Wealth Advisors
Utah
$348K -$14.7K -98 -4%
KFAS
2653
Keating Financial Advisory Services
Kansas
$347K -$2.99K -20 -0.8%
SWA
2654
SOA Wealth Advisors
New York
$347K -$23.2K -155 -6%
CF
2655
Convergence Financial
Missouri
$346K +$175K +1,173 +85%
RIM
2656
Reliant Investment Management
Tennessee
$346K +$75.1K +502 +24%
VFP
2657
Verus Financial Partners
Virginia
$345K +$449 +3 +0.1%
GC
2658
Guilbault Capital
Louisiana
$345K -$6.28K -42 -2%
PGF
2659
Plan Group Financial
Oklahoma
$343K -$14.4K -96 -4%
BPWM
2660
BCS Private Wealth Management
New Jersey
$343K -$449K -3,005 -54%
TWA
2661
Trace Wealth Advisors
California
$343K – – –
DLCIG
2662
D.L. Carlson Investment Group
New Hampshire
$343K +$7.48K +50 +2%
NF
2663
Nikulski Financial
Iowa
$343K +$49K +328 +15%
MF
2664
Montis Financial
Massachusetts
$343K -$126K -846 -25%
MW
2665
MBL Wealth
North Carolina
$343K -$239K -1,601 -39%
SCA
2666
Strathmore Capital Advisors
North Carolina
$342K +$35.6K +238 +10%
SWA
2667
Strata Wealth Advisors
Texas
$341K -$23.9K -160 -6%
TFA
2668
Trinity Financial Advisors
Ohio
$341K -$37.4K -250 -9%
SSC
2669
Syverson Strege & Co
Iowa
$340K -$73.9K -494 -16%
UWM
2670
Urban Wealth Management
California
$340K -$11.2K -75 -3%
JFGLC
2671
Johnson Financial Group LLC (Colorado)
Colorado
$339K +$157K +1,050 +72%
PCA
2672
Purkiss Capital Advisors
Connecticut
$339K -$70.9K -474 -16%
SFSG
2673
Sound Financial Strategies Group
Mississippi
$339K +$12K +80 +3%
SR
2674
Swiss Re
Switzerland
$339K +$345K +2,306 +1,189%
MWP
2675
Meriwether Wealth & Planning
Louisiana
$338K -$42K -281 -10%
105 106
107
108 109