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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
2726
Facet Wealth Inc
Maryland
$297K +$66.1K +491 +30%
CFD
2727
Creative Financial Designs
Indiana
$296K -$25.2K -187 -8%
DS
2728
DRW Securities
Illinois
$296K +$302K +2,240 New
CCA
2729
Clearwater Capital Advisors
Illinois
$296K -$67.6K -502 -18%
MWM
2730
Mascagni Wealth Management
Mississippi
$295K +$4.31K +32 +1%
BAMG
2731
Brand Asset Management Group
Missouri
$295K -$32.2K -239 -10%
RIA
2732
Realta Investment Advisors
Delaware
$294K +$19K +141 +7%
SWGC
2733
Summit Wealth Group (Colorado)
Colorado
$294K +$299K +2,222 New
ACM
2734
AUA Capital Management
Pennsylvania
$293K -$48.4K -359 -14%
RBWA
2735
RFG - Bristol Wealth Advisors
Massachusetts
$293K +$299K +2,218 New
BTWM
2736
Baker Tilly Wealth Management
Wisconsin
$293K +$1.21K +9 +0.4%
WF
2737
Wayfinding Financial
Washington
$292K -$39.3K -292 -12%
CG
2738
Clifford Group
Massachusetts
$292K -$404 -3 -0.1%
RFM
2739
Royal Fund Management
Florida
$291K -$5.25K -39 -2%
GPW
2740
Genesis Private Wealth
Virginia
$291K +$25.5K +189 +9%
SOAMC
2741
Spirit of America Management Corp
New York
$290K – – –
WAM
2742
Walker Asset Management
Missouri
$290K +$11.3K +84 +4%
MSRI
2743
Michael S. Ryan Inc
New York
$290K -$5.52K -41 -2%
PCA
2744
Providence Capital Advisors
North Carolina
$290K +$296K +2,198 New
WFAG
2745
Wescott Financial Advisory Group
Pennsylvania
$290K -$16.3K -121 -5%
AG
2746
Advocate Group
Minnesota
$290K +$94.3K +700 +47%
HWA
2747
HCR Wealth Advisors
California
$290K -$1.35K -10 -0.5%
BC
2748
Belmont Capital
California
$290K – – –
AWA
2749
AmeriServ Wealth Advisors
Pennsylvania
$290K -$96.9K -719 -25%
CP
2750
Castleview Partners
Texas
$289K +$5.66K +42 +2%
108 109
110
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