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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
2726
Acorn Financial Advisory Services
Virginia
$257K -$4.03K -24 -2%
CSIA
2727
Carl Stuart Investment Advisor
Texas
$257K +$2.52K +15 +1%
FW
2728
FirstPurpose Wealth
Utah
$256K -$2.69K -16 -1%
FFA
2729
Freedman Financial Associates
Massachusetts
$256K +$672 +4 +0.3%
CCM
2730
Colorado Capital Management
Colorado
$256K +$6.72K +40 +3%
SFCL
2731
Strengthening Families & Communities LLC
Massachusetts
$256K +$87K +518 +51%
WWM
2732
WT Wealth Management
Arizona
$256K +$257K +1,530 New
LFA
2733
Landmark Financial Advisors
Kentucky
$255K -$65K -387 -21%
PCI
2734
Planning Center Inc
Illinois
$255K – – –
SIA
2735
Sage Investment Advisers
New York
$255K +$168 +1 +0.1%
TA
2736
Trellis Advisors
Washington
$255K +$2.02K +12 +0.8%
NFG
2737
Northeast Financial Group
Pennsylvania
$254K -$1.34K -8 -0.5%
MHR
2738
Matthew Hamilton Rosenberg
$254K +$15.9K +95 +7%
HFP
2739
Holistic Financial Partners
Indiana
$253K -$58.1K -346 -19%
GSAM
2740
Grant Street Asset Management
Pennsylvania
$252K -$57.8K -344 -19%
ACG
2741
Allen Capital Group
Nebraska
$251K -$1.77M -10,523 -88%
AG
2742
AlphaSimPlex Group
Massachusetts
$251K -$331K -1,971 -57%
CA
2743
Calton & Associates
Florida
$251K -$25.5K -152 -9%
CWM
2744
Chronos Wealth Management
Florida
$251K – – –
KIM
2745
Karpus Investment Management
New York
$251K – – –
MC
2746
Montag & Caldwell
Georgia
$251K – – –
GCMG
2747
Gyroscope Capital Management Group
Florida
$251K +$252K +1,500 New
FPOC
2748
Financial Planners of Cleveland
Ohio
$250K -$268K -1,598 -52%
CGA
2749
Crescent Grove Advisors
Illinois
$250K -$122K -725 -33%
CCM
2750
Crew Capital Management
Ohio
$250K +$14.8K +88 +6%
108 109
110
111 112