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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2726
Sterling Financial Group
California
$376K – – –
SN
2727
Sittner & Nelson
Oregon
$375K – – –
GA
2728
Goldstein Advisors
Wisconsin
$375K -$13.4K -81 -4%
ETIA
2729
Epic Trust Investment Advisors
Washington
$375K -$10.9K -66 -3%
CTC
2730
Cetera Trust Company
Minnesota
$374K +$366K +2,205 New
WA
2731
WESPAC Advisors
California
$374K +$42.8K +258 +13%
GAMC
2732
Garner Asset Management Corp
Texas
$374K – – –
UC
2733
Unio Capital
New Jersey
$374K – – –
CP
2734
Castleview Partners
Texas
$373K – – –
AGA
2735
Arkos Global Advisors
Texas
$373K -$6.3K -38 -2%
RFS
2736
Retirement Financial Solutions
Tennessee
$373K +$364K +2,195 New
TC
2737
Tacita Capital
Ontario, Canada
$371K +$26.9K +162 +8%
SGWM
2738
Sterling Group Wealth Management
California
$371K -$45.6K -275 -11%
MWM
2739
Mascoma Wealth Management
New Hampshire
$371K – – –
VAF
2740
Values Added Financial
District of Columbia
$371K +$105K +632 +41%
GSC
2741
Grey Street Capital
Illinois
$370K +$4.15K +25 +1%
IWP
2742
Insight Wealth Partners
Texas
$370K +$361K +2,177 New
TCM
2743
Tradewinds Capital Management
Washington
$370K +$2.65K +16 +0.7%
BDFN
2744
Bond & Devick Financial Network
Minnesota
$369K – – –
MSRI
2745
Michael S. Ryan Inc
New York
$368K – – –
CWM
2746
Chemistry Wealth Management
New York
$368K – – –
FA
2747
Financial Advisors
Massachusetts
$365K -$17.1K -103 -5%
WAM
2748
WFA Asset Management
Wisconsin
$365K -$50.4K -304 -12%
TCWA
2749
Turtle Creek Wealth Advisors
Texas
$363K +$355K +2,140 New
IPAM
2750
Investment Partners Asset Management
New Jersey
$363K +$355K +2,139 New
108 109
110
111 112