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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2651
Ledgewood Wealth Advisors
New Hampshire
$402K – – –
NF
2652
Nikulski Financial
Iowa
$401K – – –
UCB
2653
United Community Bank
South Carolina
$400K -$2.07K -12 -0.5%
RF
2654
Robinswood Financial
Washington
$400K +$234K +1,355 +127%
HGWM
2655
Horst & Graben Wealth Management
Oregon
$399K +$4.83K +28 +1%
SWG
2656
Summit Wealth Group
Vermont
$399K +$417K +2,417 New
FWP
2657
Falcon Wealth Planning
California
$397K +$10K +58 +2%
GPW
2658
Gentry Private Wealth
Kansas
$397K +$415K +2,405 New
TC
2659
TAGStone Capital
North Carolina
$396K +$9.66K +56 +2%
SOAMC
2660
Spirit of America Management Corp
New York
$396K – – –
ACM
2661
Argyle Capital Management
Pennsylvania
$396K +$414K +2,398 New
ECAM
2662
East Coast Asset Management
Massachusetts
$393K – – –
WFA
2663
Wellspring Financial Advisors
Ohio
$392K +$24K +139 +6%
RIM
2664
RW Investment Management
Idaho
$392K – – –
WCWM
2665
Willow Creek Wealth Management
California
$390K +$17.9K +104 +5%
PCA
2666
Prosperity Capital Advisors
Ohio
$389K -$790K -4,575 -66%
BAMG
2667
Brand Asset Management Group
Missouri
$389K +$863 +5 +0.2%
EWA
2668
ERTS Wealth Advisors
Michigan
$388K -$39.2K -227 -9%
TIA
2669
Tiemann Investment Advisors
California
$388K +$11.2K +65 +3%
SGC
2670
Slocum, Gordon & Co
Rhode Island
$388K – – –
SWM
2671
Silverlake Wealth Management
Vermont
$388K +$15.4K +89 +4%
CWA
2672
Clearview Wealth Advisors
Oregon
$387K -$15.2K -88 -4%
WLIM
2673
White Lighthouse Investment Management
Massachusetts
$385K – – –
OBWG
2674
Onyx Bridge Wealth Group
New York
$385K -$7.42K -43 -2%
CWM
2675
Circle Wealth Management
New Jersey
$384K -$106K -612 -21%
105 106
107
108 109