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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
2751
Petix & Botte Financial
California
$364K +$183K +1,173 New
TP
2752
Thayer Partners
Pennsylvania
$364K +$22K +141 +6%
IFPG
2753
Intrepid Financial Planning Group
Indiana
$363K -$6.7K -43 -2%
SFO
2754
Stenger Family Office
Illinois
$363K -$3.43K -22 -0.9%
AGC
2755
Aspen Grove Capital
Colorado
$363K +$3.27K +21 +0.9%
BWA
2756
BlueChip Wealth Advisors
Georgia
$363K – – –
CPBTD
2757
Central Pacific Bank - Trust Division
Hawaii
$363K +$5.45K +35 +2%
CWAF
2758
Core Wealth Advisors (Florida)
Florida
$363K +$12.3K +79 +4%
CTWM
2759
Cherry Tree Wealth Management
Minnesota
$362K – – –
ALA
2760
Atlas Legacy Advisors
California
$362K -$149K -953 -29%
EWM
2761
Edge Wealth Management
New York
$361K – – –
KB
2762
Kimelman & Baird
New York
$361K +$11.7K +75 +3%
TCM
2763
Traynor Capital Management
Pennsylvania
$360K +$16.4K +105 +5%
HWMG
2764
Hurlow Wealth Management Group
Indiana
$359K +$1.09K +7 +0.3%
CA
2765
Calton & Associates
Florida
$358K -$312 -2 -0.1%
SCA
2766
Strathmore Capital Advisors
North Carolina
$357K +$623 +4 +0.2%
BSTWA
2767
Blake Schutter Theil Wealth Advisors
Ohio
$357K -$623 -4 -0.2%
CGH
2768
CMG Global Holdings
Texas
$357K -$5.76K -37 -2%
HSWM
2769
Hubbell Strickland Wealth Management
Louisiana
$356K +$2.49K +16 +0.7%
CIP
2770
Convergence Investment Partners
Florida
$356K -$14.5K -93 -4%
AFW
2771
Atlantic Family Wealth
Florida
$353K -$1.87K -12 -0.5%
SWM
2772
Stronghold Wealth Management
Florida
$353K -$5.14K -33 -1%
VFG
2773
Victory Financial Group
Texas
$353K +$26K +167 +8%
OFG
2774
Oxford Financial Group
Indiana
$353K -$61.7K -396 -15%
OCG
2775
Opus Capital Group
Ohio
$352K +$779 +5 +0.2%
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