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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2651
Resurgent Financial Advisors
Georgia
$412K -$461K -2,813 -51%
WFA
2652
Websterrogers Financial Advisors
South Carolina
$411K +$219K +1,336 +98%
SAA
2653
Southeast Asset Advisors
Georgia
$410K +$4.1K +25 +0.9%
TA
2654
TFB Advisors
Kansas
$410K -$39.5K -241 -8%
ACA
2655
Ackerman Capital Advisors
Texas
$409K – – –
OF
2656
Optimize Financial
California
$408K +$440K +2,685 New
CW
2657
Code Waechter
Florida
$408K +$8.03K +49 +2%
GSCM
2658
Greenfield Seitz Capital Management
Texas
$408K +$440K +2,683 New
MFG
2659
Midwest Financial Group
Kansas
$407K -$463K -2,825 -51%
EWM
2660
Elevatus Welath Management
New York
$407K -$17.4K -106 -4%
VC
2661
Veracity Capital
Georgia
$406K -$26.5K -162 -6%
MAM
2662
MMA Asset Management
Pennsylvania
$406K -$423K -2,584 -49%
WCWM
2663
Willow Creek Wealth Management
California
$406K +$64.2K +392 +17%
AM
2664
Atwater Malick
Pennsylvania
$406K – – –
LSPW
2665
Lake Street Private Wealth
Illinois
$404K -$66.4K -405 -13%
CIP
2666
Convergence Investment Partners
Florida
$404K -$7.04K -43 -2%
PA
2667
Probity Advisors
Texas
$402K -$4.26K -26 -1%
LK
2668
Lumbard & Kellner
New Hampshire
$401K – – –
AWS
2669
Arkfeld Wealth Strategies
Nebraska
$400K +$3.28K +20 +0.7%
PWP
2670
Perfromance Wealth Partners
Illinois
$399K -$16.1K -98 -4%
TPW
2671
Talon Private Wealth
Florida
$399K +$415K +2,534 +2,847%
FMN
2672
Financial Management Network
California
$399K -$12.6K -77 -3%
EMAM
2673
Encompass More Asset Management
California
$399K +$31.1K +190 +8%
HWA
2674
HCR Wealth Advisors
California
$398K – – –
TFA
2675
Trinity Financial Advisors
Ohio
$398K -$7.37K -45 -2%
105 106
107
108 109