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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
2726
WFA of San Diego
California
$263K -$57.7K -343 -18%
SAM
2727
Security Asset Management
New York
$263K -$33.7K -200 -11%
CSIA
2728
Carl Stuart Investment Advisor
Texas
$263K +$1.35K +8 +0.5%
PFA
2729
Pathway Financial Advisors
Vermont
$263K +$5.55K +33 +2%
CIA
2730
Cohen Investment Advisors
New Hampshire
$260K – – –
CG
2731
Cutler Group
California
$260K +$264K +1,566 New
FCG
2732
Financial Connections Group
California
$259K – – –
OAM
2733
Occidental Asset Management
California
$259K – – –
SIM
2734
Seaview Investment Managers
Florida
$259K – – –
CCM
2735
Crew Capital Management
Ohio
$259K +$10.3K +61 +4%
AMG
2736
Advisors Management Group
Wisconsin
$258K +$16.8K +100 +7%
MF
2737
Manchester Financial
California
$257K +$168 +1 +0.1%
AFAS
2738
Acorn Financial Advisory Services
Virginia
$256K – – –
TW
2739
Transform Wealth
Colorado
$255K -$97.1K -577 -27%
TF
2740
TimeScale Financial
Massachusetts
$252K -$5.72K -34 -2%
HFP
2741
Holistic Financial Partners
Indiana
$252K – – –
FFS
2742
Founders Financial Securities
Maryland
$251K -$157K -935 -38%
GSAM
2743
Grant Street Asset Management
Pennsylvania
$251K -$168 -1 -0.1%
BWM
2744
BCGM Wealth Management
Indiana
$251K +$19.7K +117 +9%
APA
2745
Astoria Portfolio Advisors
New York
$251K +$30K +178 +13%
CWM
2746
Chronos Wealth Management
Florida
$250K – – –
GCMG
2747
Gyroscope Capital Management Group
Florida
$250K – – –
KIM
2748
Karpus Investment Management
New York
$250K – – –
CGA
2749
Crescent Grove Advisors
Illinois
$250K +$1.01K +6 +0.4%
SAA
2750
Southeast Asset Advisors
Georgia
$250K +$17.2K +102 +7%
108 109
110
111 112