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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2651
Rialto Wealth Management
New York
$340K +$2K +14 +0.6%
PFA
2652
Petra Financial Advisors
Colorado
$340K +$1.28K +9 +0.4%
DCM
2653
DGS Capital Management
New Jersey
$340K +$34.1K +239 +11%
RTC
2654
Riverview Trust Company
Washington
$340K – – –
BWP
2655
Barlow Wealth Partners
Kentucky
$339K -$71.4K -500 -18%
WIM
2656
Warwick Investment Management
Texas
$338K +$58.7K +411 +21%
SWIM
2657
Smallwood Wealth Investment Management
New Jersey
$336K -$857 -6 -0.2%
WLPWM
2658
Walled Lake Planning & Wealth Management
Illinois
$336K +$428 +3 +0.1%
CWA
2659
Consilio Wealth Advisors
Washington
$336K +$73.4K +514 +27%
MSA
2660
Marathon Strategic Advisors
Pennsylvania
$335K +$68.4K +479 +25%
CTWM
2661
Cherry Tree Wealth Management
Minnesota
$334K -$9.57K -67 -3%
GAB
2662
German American Bancorp
Indiana
$334K -$14.9K -104 -4%
EWS
2663
Eagle Wealth Strategies
New Jersey
$333K -$1.57K -11 -0.5%
NRG
2664
Nemes Rush Group
Michigan
$333K -$16.6K -116 -5%
RFS
2665
Richardson Financial Services
Massachusetts
$333K -$111K -777 -26%
BWS
2666
Broadway Wealth Solutions
Texas
$333K -$23.6K -165 -7%
SDWMA
2667
Schneider Downs Wealth Management Advisors
Pennsylvania
$332K +$51.3K +359 +18%
TFP
2668
Tilia Fiduciary Partners
North Carolina
$332K -$106K -741 -24%
VC
2669
Vicus Capital
Pennsylvania
$331K -$106K -745 -24%
RTC
2670
Real Talk Capital
Tennessee
$330K +$39.8K +279 +13%
WCG
2671
Weaver Consulting Group
California
$330K -$32.7K -229 -9%
MHC
2672
May Hill Capital
Massachusetts
$329K +$335K +2,346 New
LD
2673
Lipe & Dalton
New York
$329K – – –
CA
2674
Claris Advisors
Missouri
$329K – – –
NF
2675
Nikulski Financial
Iowa
$329K – – –
105 106
107
108 109