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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2726
Financial Advisors
Massachusetts
$355K +$173 +1 +0%
TCM
2727
Towercrest Capital Management
Pennsylvania
$355K +$345 +2 +0.1%
SFG
2728
Sterling Financial Group
California
$354K – – –
TC
2729
Tacita Capital
Ontario, Canada
$350K – – –
AFO
2730
Arrowroot Family Office
California
$349K -$63.7K -369 -15%
CAC
2731
Certified Advisory Corp
Florida
$349K +$14.2K +82 +4%
FNWA
2732
Financial Network Wealth Advisors
Utah
$349K +$7.08K +41 +2%
SB
2733
Sunflower Bank
Texas
$348K -$48.3K -280 -12%
CCM
2734
Cox Capital Management
Massachusetts
$348K -$1.48M -8,582 -80%
MIG
2735
McGuire Investment Group
Rhode Island
$348K – – –
3F
2736
360 Financial
Minnesota
$348K – – –
KFS
2737
Kelly Financial Services
Massachusetts
$346K +$26.6K +154 +8%
RWP
2738
Revolve Wealth Partners
New Jersey
$346K +$11.7K +68 +3%
AP
2739
Advisors Preferred
Maryland
$345K -$23.3K -135 -6%
SIA
2740
Strategic Investment Advisors
Michigan
$345K +$18.1K +105 +5%
UAG
2741
United Advisor Group
Ohio
$345K +$361K +2,091 New
CWM
2742
C2C Wealth Management
Arizona
$344K – – –
ACA
2743
American Capital Advisory
Idaho
$344K -$76.3K -442 -18%
GA
2744
Gateway Advisory
New Jersey
$344K +$30.9K +179 +9%
ACM
2745
Advance Capital Management
Michigan
$343K +$33.1K +192 +10%
GL
2746
Gerber LLC
Ohio
$342K +$11.4K +66 +3%
HIS
2747
Harvest Investment Services
Illinois
$341K -$61.1K -354 -15%
VFPI
2748
Vantage Financial Partners (Illinois)
Illinois
$341K -$6.39K -37 -2%
OBGC
2749
O'Brien Greene & Co
Pennsylvania
$341K +$19K +110 +6%
RDFA
2750
Ritter Daniher Financial Advisory
Ohio
$340K -$51.4K -298 -13%
108 109
110
111 112