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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2651
Hohimer Wealth Management
Washington
$380K – – –
MFA
2652
McClarren Financial Advisors
Pennsylvania
$379K – – –
AGA
2653
Arkos Global Advisors
Texas
$379K +$93.4K +514 +30%
SFC
2654
SYM Financial Corp
Indiana
$378K +$70.1K +386 +21%
CCM
2655
Cox Capital Management
Massachusetts
$377K – – –
WCWM
2656
Willow Creek Wealth Management
California
$376K -$93.5K -515 -19%
GWM
2657
Gray Wealth Management
Maine
$376K -$908 -5 -0.2%
AFG
2658
Atomi Financial Group
New York
$375K +$69.4K +382 +21%
SFG
2659
Sterling Financial Group
California
$375K -$9.08K -50 -2%
SN
2660
Sittner & Nelson
Oregon
$374K – – –
UC
2661
Unio Capital
New Jersey
$373K – – –
AW
2662
Apricus Wealth
South Carolina
$373K -$1.82K -10 -0.4%
CP
2663
Castleview Partners
Texas
$373K +$6.54K +36 +2%
TAM
2664
Townsend Asset Management
North Carolina
$372K – – –
AGC
2665
Aspen Grove Capital
Colorado
$372K -$944K -5,199 -70%
KCM
2666
KRS Capital Management
Michigan
$371K +$726 +4 +0.2%
KBFS
2667
Kohmann Bosshard Financial Services
Ohio
$370K – – –
MWM
2668
Mascoma Wealth Management
New Hampshire
$370K – – –
MM
2669
Meridian Management
Arkansas
$370K +$27.2K +150 +7%
KFG
2670
Kingdom Financial Group
Arizona
$370K +$30.5K +168 +8%
AWA
2671
Amplius Wealth Advisors
Pennsylvania
$370K -$9.08K -50 -2%
CWAF
2672
Core Wealth Advisors (Florida)
Florida
$368K – – –
WBG
2673
Wharton Business Group
Pennsylvania
$368K – – –
LC
2674
Landaas & Company
Wisconsin
$368K +$182 +1 +0%
BDFN
2675
Bond & Devick Financial Network
Minnesota
$368K -$9.08K -50 -2%
105 106
107
108 109