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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AM
2726
AGF Management
Ontario, Canada
$313K -$404K -2,701 -54%
HWMG
2727
Hurlow Wealth Management Group
Indiana
$313K – – –
MAG
2728
MRA Advisory Group
New Jersey
$312K +$345K +2,305 New
WBC
2729
West Branch Capital
Massachusetts
$312K -$8.67K -58 -2%
BSTWA
2730
Blake Schutter Theil Wealth Advisors
Ohio
$311K -$299 -2 -0.1%
OAG
2731
Oakmont Advisory Group
New Mexico
$311K +$49.2K +329 +17%
TCM
2732
Traynor Capital Management
Pennsylvania
$311K +$150 +1 +0%
WSA
2733
Wealth Science Advisors
Georgia
$311K +$54.1K +362 +19%
LF
2734
LifeSteps Financial
California
$311K -$19.6K -131 -5%
RWP
2735
Ridgecrest Wealth Partners
California
$310K +$17.8K +119 +5%
QFW
2736
QTR Family Wealth
Florida
$310K -$224K -1,497 -40%
HSWM
2737
Hubbell Strickland Wealth Management
Louisiana
$309K -$1.35K -9 -0.4%
IFPG
2738
Intrepid Financial Planning Group
Indiana
$309K -$8.52K -57 -2%
CH
2739
Cromwell Holdings
Wyoming
$309K +$65.5K +438 +24%
IWP
2740
Insight Wealth Partners
Texas
$309K +$2.84K +19 +0.8%
SWM
2741
Stronghold Wealth Management
Florida
$308K +$598 +4 +0.2%
AFW
2742
Atlantic Family Wealth
Florida
$308K – – –
PAS
2743
PKS Advisory Services
New York
$307K +$79.7K +533 +31%
BDL
2744
Banque de Luxembourg
Luxembourg
$306K -$47.8K -320 -12%
RF
2745
Rossby Financial
Florida
$306K -$52.5K -351 -13%
ALAM
2746
Asahi Life Asset Management
Japan
$306K – – –
DCBT
2747
Dakota Community Bank & Trust
North Dakota
$306K +$3.29K +22 +1%
ISWM
2748
Independent Solutions Wealth Management
New York
$305K -$169K -1,132 -33%
GCM
2749
Gibraltar Capital Management
Oklahoma
$305K +$15.6K +104 +5%
GC
2750
Garde Capital
Washington
$305K – – –
108 109
110
111 112