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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
2701
Cary Street Partners Investment Advisory
Virginia
$386K -$8.44M -51,497 -95%
BAMG
2702
Brand Asset Management Group
Missouri
$385K +$30.3K +185 +8%
TFGT
2703
TS Financial Group (TSFG)
Illinois
$385K – – –
WCM
2704
Wallace Capital Management
Texas
$385K +$32.8K +200 +9%
IFPG
2705
Intrepid Financial Planning Group
Indiana
$384K -$3.93K -24 -0.9%
NFSG
2706
Newbridge Financial Services Group
Florida
$384K +$414K +2,525 New
BW
2707
Blalock Williams
Alabama
$382K +$412K +2,513 New
WIM
2708
Westside Investment Management
California
$381K +$40K +244 +11%
KFG
2709
Kelly Financial Group
Connecticut
$380K +$406K +2,477 New
FDDB
2710
Fidelity D&D Bancorp
Pennsylvania
$380K +$4.1K +25 +1%
NF
2711
Nikulski Financial
Iowa
$379K +$983 +6 +0.2%
SGK
2712
Steigerwald Gordon & Koch
Virginia
$379K -$4.1K -25 -1%
SG
2713
Stanich Group
New York
$379K +$408K +2,492 New
RF
2714
Robinswood Financial
Washington
$378K – – –
1WM
2715
1900 Wealth Management
Texas
$378K -$99K -604 -20%
BDFN
2716
Bond & Devick Financial Network
Minnesota
$378K – – –
CTWM
2717
Cherry Tree Wealth Management
Minnesota
$378K – – –
AFW
2718
Avantra Family Wealth
Pennsylvania
$377K +$407K +2,482 New
BWS
2719
Broadway Wealth Solutions
Texas
$377K +$406K +2,478 New
TAM
2720
Townsend Asset Management
North Carolina
$377K -$76.5K -467 -16%
CCT
2721
Capital City Trust
Florida
$377K +$15.2K +93 +4%
SMA
2722
Seven Mile Advisory
New Jersey
$376K -$7.37K -45 -2%
CFD
2723
Creative Financial Designs
Indiana
$375K -$6.72K -41 -2%
CA
2724
Crewe Advisors
Utah
$374K -$87.5K -534 -18%
ATC
2725
Advantage Trust Company
Kansas
$374K -$7.21K -44 -2%
107 108
109
110 111