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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2726
Apricus Wealth
South Carolina
$330K -$37.5K -210 -10%
HFG
2727
Heron Financial Group
New York
$329K – – –
SWM
2728
Sugarloaf Wealth Management
Georgia
$328K -$237K -1,328 -42%
ACA
2729
Aspire Capital Advisors
Washington
$328K – – –
BBNB
2730
Baker Boyer National Bank
Washington
$327K -$6.6K -37 -2%
UL
2731
Unionview LLC
Washington
$327K – – –
TA
2732
TruWealth Advisors
Louisiana
$325K -$15.5K -87 -5%
WP
2733
WealthSpring Partners
California
$325K +$22.8K +128 +8%
CA
2734
Cortland Associates
Missouri
$325K – – –
CA
2735
Centerpoint Advisors
Massachusetts
$324K – – –
TA
2736
Trellis Advisors
Washington
$324K -$4.28K -24 -1%
CAWM
2737
Capital Advisors Wealth Management
Washington
$323K +$319K +1,787 New
BFA
2738
Beacon Financial Advisory
Ohio
$323K -$79.9K -448 -20%
GSIS
2739
Global Strategic Investment Solutions
Arizona
$322K +$32.8K +184 +12%
LIM
2740
Lathrop Investment Management
Arkansas
$322K – – –
RDFA
2741
Ritter Daniher Financial Advisory
Ohio
$322K – – –
AA
2742
Aire Advisors
California
$322K -$37.6K -211 -11%
PC
2743
Port Capital
Illinois
$320K – – –
CBOR
2744
Community Bank of Raymore
Missouri
$320K -$13.4K -75 -4%
ACA
2745
Atlas Capital Advisors
Wyoming
$319K – – –
KFA
2746
Kapstone Financial Advisors
Ohio
$319K +$334K +1,875 New
BWM
2747
BigSur Wealth Management
Florida
$318K – – –
VP
2748
Verum Partners
North Carolina
$318K +$314K +1,761 New
HH
2749
HWG Holdings
Texas
$318K -$83.3K -467 -21%
PWMG
2750
Provence Wealth Management Group
California
$317K +$313K +1,757 New
108 109
110
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