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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
2651
Values Added Financial
District of Columbia
$324K +$94.2K +699 +40%
PCA
2652
Purkiss Capital Advisors
Connecticut
$323K +$330K +2,450 New
CNBOF
2653
City National Bank of Florida
Florida
$323K +$44.2K +328 +15%
CTWM
2654
Cherry Tree Wealth Management
Minnesota
$323K -$5.25K -39 -2%
ATC
2655
Advantage Trust Company
Kansas
$322K – – –
AWM
2656
Ariadne Wealth Management
California
$322K +$291K +2,157 New
MAFA
2657
MJT & Associates Financial Advisory
Minnesota
$322K -$13.5K -100 -4%
VAG
2658
VisionPoint Advisory Group
Texas
$322K +$328K +2,436 New
LWA
2659
Ledgewood Wealth Advisors
New Hampshire
$322K – – –
FAN
2660
Financial Advisors Network
California
$321K +$57.9K +430 +21%
PP
2661
Pingora Partners
Wyoming
$321K – – –
CRI
2662
Colonial River Investments
Virginia
$321K -$36.5K -271 -10%
NAMM
2663
NorthStar Asset Management (Massachusetts)
Massachusetts
$321K +$14.5K +108 +5%
WWA
2664
Wingate Wealth Advisors
Massachusetts
$321K +$12K +89 +4%
SWM
2665
SK Wealth Management
Rhode Island
$319K +$10.1K +75 +3%
SFO
2666
Stenger Family Office
Illinois
$319K +$301K +2,235 New
RTC
2667
Riverview Trust Company
Washington
$319K -$20.5K -152 -6%
PFA
2668
Petra Financial Advisors
Colorado
$319K -$9.29K -69 -3%
WMA
2669
West Michigan Advisors
Michigan
$319K -$10.2K -76 -3%
HBS
2670
Howard Bailey Securities
Indiana
$318K -$32.1K -238 -9%
PWM
2671
Purus Wealth Management
California
$318K +$325K +2,410 New
RWM
2672
Rialto Wealth Management
New York
$318K +$4.85K +36 +2%
CCM
2673
Cobler Capital Management
Kansas
$318K +$304K +2,256 New
SWIM
2674
Smallwood Wealth Investment Management
New Jersey
$317K +$808 +6 +0.3%
NEWAS
2675
N.E.W. Advisory Services
Wisconsin
$316K -$48.4K -359 -13%
105 106
107
108 109