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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BDL
2701
Bey-Douglas LLC
Georgia
$307K +$52.7K +391 +20%
BF
2702
bLong Financial
Tennessee
$306K – – –
BWA
2703
BlueChip Wealth Advisors
Georgia
$305K -$48K -356 -13%
ARC
2704
Advisor Resource Council
Texas
$304K -$425K -3,158 -58%
WA
2705
Wealth Architects
California
$304K -$113K -837 -27%
SWA
2706
Strategies Wealth Advisors
Michigan
$304K +$2.83K +21 +0.9%
RWM
2707
RBA Wealth Management
California
$303K -$75.2K -558 -20%
1WM
2708
1900 Wealth Management
Texas
$303K +$7.81K +58 +3%
HC
2709
Hara Capital
Washington
$303K +$252K +1,870 +439%
CCA
2710
Childress Capital Advisors
Texas
$303K -$103K -763 -25%
VCM
2711
Vision Capital Management
Oregon
$302K +$61.8K +459 +25%
EFA
2712
Evernest Financial Advisors
Indiana
$302K -$119K -887 -28%
OFG
2713
Oxford Financial Group
Indiana
$302K -$67.5K -501 -18%
OBWG
2714
Onyx Bridge Wealth Group
New York
$301K -$24.1K -179 -7%
GHA
2715
Granite Harbor Advisors
Texas
$300K +$72.9K +541 +31%
HSWM
2716
Hubbell Strickland Wealth Management
Louisiana
$300K +$5.25K +39 +2%
FMN
2717
Financial Management Network
California
$300K -$34.5K -256 -10%
GCWM
2718
Graham Capital Wealth Management
District of Columbia
$299K +$58.6K +435 +24%
VC
2719
Veracity Capital
Georgia
$299K -$50K -371 -14%
BCM
2720
BTC Capital Management
Iowa
$299K -$6.97M -51,724 -96%
MF
2721
Montis Financial
Massachusetts
$299K -$14.8K -110 -5%
SFG
2722
Snider Financial Group
Washington
$298K +$304K +2,259 New
FFIC
2723
First Fiduciary Investment Counsel
Ohio
$298K +$40.4K +300 +15%
IWP
2724
Insight Wealth Partners
Texas
$297K – – –
GCP
2725
Gill Capital Partners
Colorado
$297K +$135 +1 +0%
107 108
109
110 111