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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
2751
Cascades Capital Asset Management
North Carolina
$335K – – –
MCM
2752
MV Capital Management
Maryland
$335K +$11.9K +81 +4%
CTWM
2753
Cherry Tree Wealth Management
Minnesota
$335K -$6.46K -44 -2%
CFCS
2754
CDM Financial Counseling Services
Connecticut
$335K +$342K +2,331 New
RTC
2755
Real Talk Capital
Tennessee
$334K -$3.82K -26 -1%
EWM
2756
Edge Wealth Management
New York
$334K -$2.2K -15 -0.6%
BF
2757
bLong Financial
Tennessee
$332K – – –
SIA
2758
SGL Investment Advisors
Montana
$332K +$11K +75 +4%
CA
2759
Calton & Associates
Florida
$331K +$32K +218 +10%
BSTWA
2760
Blake Schutter Theil Wealth Advisors
Ohio
$331K +$17.8K +121 +6%
SWM
2761
Stronghold Wealth Management
Florida
$331K +$339K +2,304 New
HWMG
2762
Hurlow Wealth Management Group
Indiana
$331K -$32.9K -224 -9%
NWMG
2763
National Wealth Management Group
Ohio
$330K -$133K -902 -28%
VA
2764
Veratis Advisors
North Carolina
$330K +$301K +2,046 New
CPBTD
2765
Central Pacific Bank - Trust Division
Hawaii
$330K -$441 -3 -0.1%
SCA
2766
Strathmore Capital Advisors
North Carolina
$329K -$183K -1,245 -35%
KOC
2767
Koss-Olinger Consulting
Florida
$329K -$3.97K -27 -1%
CWA
2768
Consilio Wealth Advisors
Washington
$329K -$14.5K -99 -4%
PB
2769
Prosperity Bancshares
Texas
$328K +$336K +2,287 New
PFM
2770
Phillips Financial Management
Indiana
$328K +$88.2K +600 +36%
AFW
2771
Atlantic Family Wealth
Florida
$328K -$735 -5 -0.2%
GA
2772
GSG Advisors
New Jersey
$327K +$15.4K +105 +5%
HSWM
2773
Hubbell Strickland Wealth Management
Louisiana
$327K – – –
LA
2774
Latitude Advisors
Florida
$326K -$5.58K -38 -2%
MCWA
2775
Meadow Creek Wealth Advisors
Georgia
$326K -$9.55K -65 -3%
109 110
111
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