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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2676
Generation Capital Management
New York
$370K – – –
FPH
2677
Financial Planning Hawaii
Hawaii
$368K +$377K +2,566 New
TC
2678
TAGStone Capital
North Carolina
$368K -$5.58K -38 -1%
AWS
2679
Arkfeld Wealth Strategies
Nebraska
$368K -$2.79K -19 -0.7%
ABLA
2680
Alan B. Lancz & Associates
Ohio
$367K – – –
BPWM
2681
BCS Private Wealth Management
New Jersey
$367K – – –
MWPCG
2682
Measured Wealth Private Client Group
New Hampshire
$364K -$7.93K -54 -2%
PCMN
2683
Paradigm Capital Management (Nevada)
Nevada
$364K – – –
SWP
2684
Strategic Wealth Partners
Ohio
$364K -$20K -136 -5%
PFG
2685
Putney Financial Group
California
$364K +$372K +2,534 New
TWA
2686
Trace Wealth Advisors
California
$363K – – –
UCB
2687
United Community Bank
South Carolina
$363K -$103K -703 -22%
AFC
2688
Avise Financial Cooperative
California
$363K +$371K +2,528 New
GC
2689
Guilbault Capital
Louisiana
$362K +$371K +2,525 New
SWM
2690
SK Wealth Management
Rhode Island
$360K +$3.53K +24 +1%
SSA
2691
Sierra Summit Advisors
Nevada
$360K – – –
KWA
2692
Kellett Wealth Advisors
Ohio
$359K +$52.9K +360 +17%
PWA
2693
Physician Wealth Advisors
Utah
$359K -$703K -4,784 -66%
TFGT
2694
TS Financial Group (TSFG)
Illinois
$358K -$9.26K -63 -2%
SWA
2695
Strata Wealth Advisors
Texas
$358K +$8.23K +56 +2%
ACM
2696
Aurdan Capital Management
Pennsylvania
$357K – – –
SWG
2697
Summit Wealth Group
Vermont
$357K – – –
DLCIG
2698
D.L. Carlson Investment Group
New Hampshire
$356K -$1.91K -13 -0.5%
AGA
2699
Arkos Global Advisors
Texas
$356K -$225K -1,532 -38%
FAN
2700
Financial Advisors Network
California
$356K -$13.4K -91 -4%
106 107
108
109 110