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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
2651
Glass Jacobson Investment Advisors
Maryland
$416K – – –
ONSWM
2652
Old North State Wealth Management
North Carolina
$416K +$135K +786 +48%
TCWA
2653
Turtle Creek Wealth Advisors
Texas
$416K +$27.3K +159 +7%
BBNA
2654
Bremer Bank National Association
Minnesota
$415K -$34.2K -199 -8%
FWP
2655
Falcon Wealth Planning
California
$415K +$5.5K +32 +1%
DB
2656
Dravo Bay
Delaware
$415K -$94.7K -551 -18%
LWA
2657
Ledgewood Wealth Advisors
New Hampshire
$414K – – –
FFS
2658
Founders Financial Securities
Maryland
$414K -$611K -3,556 -59%
PP
2659
Pingora Partners
Wyoming
$414K -$26.6K -155 -6%
EMAM
2660
Encompass More Asset Management
California
$414K +$117K +681 +39%
HGWM
2661
Horst & Graben Wealth Management
Oregon
$412K +$344 +2 +0.1%
SWG
2662
Summit Wealth Group
Vermont
$411K – – –
TLFA
2663
True Link Financial Advisors
California
$408K +$20.8K +121 +5%
ACM
2664
Argyle Capital Management
Pennsylvania
$408K – – –
VC
2665
Vicus Capital
Pennsylvania
$407K -$270K -1,572 -40%
CCT
2666
Capital City Trust
Florida
$405K +$69.1K +402 +20%
ECAM
2667
East Coast Asset Management
Massachusetts
$405K – – –
MF
2668
Montis Financial
Massachusetts
$404K -$111K -648 -21%
CWM
2669
Castle Wealth Management
Florida
$404K -$274K -1,595 -40%
RIM
2670
RW Investment Management
Idaho
$404K – – –
LA
2671
LexAurum Advisors
Kansas
$404K -$12.2K -71 -3%
HAG
2672
HF Advisory Group
Maryland
$403K +$408K +2,372 New
1CP
2673
17 Capital Partners
Arizona
$403K +$407K +2,370 New
KOC
2674
Koss-Olinger Consulting
Florida
$403K +$107K +621 +35%
ACG
2675
Allen Capital Group
Nebraska
$402K +$76.5K +445 +23%
105 106
107
108 109