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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2651
Cypress Wealth Services
California
$395K +$18.8K +101 +5%
TVAMP
2652
Tennessee Valley Asset Management Partners
Tennessee
$395K -$4.11K -22 -1%
WAC
2653
William Allan Corp
Colorado
$395K – – –
RW
2654
Rede Wealth
Virginia
$395K – – –
ACA
2655
Affinity Capital Advisors
California
$394K +$25.4K +136 +7%
TIA
2656
Tiemann Investment Advisors
California
$391K -$5.6K -30 -1%
KLI
2657
Kelman-Lazarov Inc
Tennessee
$391K +$11.2K +60 +3%
MIG
2658
McGuire Investment Group
Rhode Island
$391K +$394K +2,109 New
3F
2659
360 Financial
Minnesota
$390K – – –
RFG
2660
Range Financial Group
Oregon
$390K -$8.77K -47 -2%
QWM
2661
QP Wealth Management
New Jersey
$389K – – –
SB
2662
Sunflower Bank
Texas
$389K -$28.6K -153 -7%
RIM
2663
RW Investment Management
Idaho
$389K – – –
OCPWS
2664
One Charles Private Wealth Services
Massachusetts
$386K -$3.17K -17 -0.8%
TLFA
2665
True Link Financial Advisors
California
$384K -$280K -1,500 -42%
BFA
2666
Beacon Financial Advisory
Ohio
$383K +$51.1K +274 +15%
OWA
2667
Opal Wealth Advisors
New York
$383K +$60.1K +322 +18%
SIA
2668
Strategic Investment Advisors
Michigan
$383K +$61.6K +330 +19%
CA
2669
Calton & Associates
Florida
$383K +$386K +2,067 New
ICP
2670
Interchange Capital Partners
Pennsylvania
$382K -$1.82M -9,738 -83%
CSWG
2671
Cardinal Strategic Wealth Guidance
Kentucky
$382K +$5.6K +30 +1%
HWA
2672
HHM Wealth Advisors
Tennessee
$382K -$1.87K -10 -0.5%
CW
2673
Channel Wealth
California
$381K +$9.89K +53 +3%
SAM
2674
Shikiar Asset Management
New York
$380K – – –
WIM
2675
Warwick Investment Management
Texas
$379K +$373 +2 +0.1%
105 106
107
108 109