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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2651
Montis Financial
Massachusetts
$343K -$126K -846 -25%
MW
2652
MBL Wealth
North Carolina
$343K -$239K -1,601 -39%
SCA
2653
Strathmore Capital Advisors
North Carolina
$342K +$35.6K +238 +10%
SWA
2654
Strata Wealth Advisors
Texas
$341K -$23.9K -160 -6%
TFA
2655
Trinity Financial Advisors
Ohio
$341K -$37.4K -250 -9%
SSC
2656
Syverson Strege & Co
Iowa
$340K -$73.9K -494 -16%
UWM
2657
Urban Wealth Management
California
$340K -$11.2K -75 -3%
JFGLC
2658
Johnson Financial Group LLC (Colorado)
Colorado
$339K +$157K +1,050 +72%
PCA
2659
Purkiss Capital Advisors
Connecticut
$339K -$70.9K -474 -16%
SFSG
2660
Sound Financial Strategies Group
Mississippi
$339K +$12K +80 +3%
SR
2661
Swiss Re
Switzerland
$339K +$345K +2,306 +1,189%
MWP
2662
Meriwether Wealth & Planning
Louisiana
$338K -$42K -281 -10%
MAM
2663
McLaughlin Asset Management
Illinois
$337K -$21.7K -145 -6%
JWM
2664
Johnson Wealth Management
North Dakota
$337K -$5.83K -39 -2%
KFSC
2665
Keystone Financial Services (Colorado)
Colorado
$336K +$7.48K +50 +2%
FWP
2666
Fiduciary Wealth Partners
Massachusetts
$336K +$2.54K +17 +0.7%
FA
2667
Fermata Advisors
California
$335K +$57.1K +382 +18%
AW
2668
Alchemi Wealth
Connecticut
$334K +$50.1K +335 +16%
BP
2669
Broadleaf Partners
Ohio
$333K -$748 -5 -0.2%
OFO
2670
OneAscent Family Office
Alabama
$333K +$143K +958 +64%
SB
2671
Sunflower Bank
Texas
$332K +$45.3K +303 +14%
WFAG
2672
Wescott Financial Advisory Group
Pennsylvania
$332K -$12.7K -85 -3%
BBA
2673
Braun-Bostich & Associates
Pennsylvania
$332K +$8.82K +59 +2%
MFA
2674
McClarren Financial Advisors
Pennsylvania
$330K +$299 +2 +0.1%
TC
2675
TFR Capital
Texas
$330K +$2.54K +17 +0.7%
105 106
107
108 109