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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FPH
2676
Financial Planning Hawaii
Hawaii
$368K +$377K +2,566 New
TC
2677
TAGStone Capital
North Carolina
$368K -$5.58K -38 -1%
AWS
2678
Arkfeld Wealth Strategies
Nebraska
$368K -$2.79K -19 -0.7%
ABLA
2679
Alan B. Lancz & Associates
Ohio
$367K – – –
BPWM
2680
BCS Private Wealth Management
New Jersey
$367K – – –
MWPCG
2681
Measured Wealth Private Client Group
New Hampshire
$364K -$7.93K -54 -2%
PCMN
2682
Paradigm Capital Management (Nevada)
Nevada
$364K – – –
SWP
2683
Strategic Wealth Partners
Ohio
$364K -$20K -136 -5%
PFG
2684
Putney Financial Group
California
$364K +$372K +2,534 New
TWA
2685
Trace Wealth Advisors
California
$363K – – –
UCB
2686
United Community Bank
South Carolina
$363K -$103K -703 -22%
AFC
2687
Avise Financial Cooperative
California
$363K +$371K +2,528 New
GC
2688
Guilbault Capital
Louisiana
$362K +$371K +2,525 New
SWM
2689
SK Wealth Management
Rhode Island
$360K +$3.53K +24 +1%
SSA
2690
Sierra Summit Advisors
Nevada
$360K – – –
KWA
2691
Kellett Wealth Advisors
Ohio
$359K +$52.9K +360 +17%
PWA
2692
Physician Wealth Advisors
Utah
$359K -$703K -4,784 -66%
TFGT
2693
TS Financial Group (TSFG)
Illinois
$358K -$9.26K -63 -2%
SWA
2694
Strata Wealth Advisors
Texas
$358K +$8.23K +56 +2%
ACM
2695
Aurdan Capital Management
Pennsylvania
$357K – – –
SWG
2696
Summit Wealth Group
Vermont
$357K – – –
DLCIG
2697
D.L. Carlson Investment Group
New Hampshire
$356K -$1.91K -13 -0.5%
AGA
2698
Arkos Global Advisors
Texas
$356K -$225K -1,532 -38%
FAN
2699
Financial Advisors Network
California
$356K -$13.4K -91 -4%
NF
2700
Nikulski Financial
Iowa
$355K +$20K +136 +6%
106 107
108
109 110