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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2776
SMART Wealth
Nebraska
$305K +$301K +1,688 New
TWM
2777
Tanager Wealth Management
United Kingdom
$305K +$299K +1,677 New
AMG
2778
Advisors Management Group
Wisconsin
$304K +$3.21K +18 +1%
ETIA
2779
Epic Trust Investment Advisors
Washington
$304K +$300K +1,684 New
KC
2780
Kenfarb & Co
Kentucky
$303K – – –
SRC
2781
Sage Rhino Capital
California
$302K -$3.75K -21 -1%
CP
2782
Camelot Portfolios
Ohio
$302K +$535 +3 +0.2%
AWM
2783
Act Wealth Management
Texas
$302K – – –
KFS
2784
Kelly Financial Services
Massachusetts
$302K -$6.24K -35 -2%
CWM
2785
Campbell Wealth Management
Virginia
$301K -$1.07K -6 -0.4%
HIS
2786
Horizon Investment Services
Indiana
$301K – – –
SIS
2787
Strategic Investment Solutions
Illinois
$300K +$315K +1,766 New
EHAM
2788
Eagle Harbor Asset Management
Washington
$298K – – –
BCMLT
2789
Beacon Capital Management LLC (Tennessee)
Tennessee
$298K +$35K +196 +13%
BCM
2790
Blume Capital Management
California
$298K – – –
SAM
2791
Sompo Asset Management
Japan
$298K +$16.1K +90 +6%
MWP
2792
Madison Wealth Partners
Wisconsin
$298K – – –
TW
2793
Towerpoint Wealth
California
$298K -$14.3K -80 -5%
TCWA
2794
Ten Capital Wealth Advisors
Washington
$298K -$9.28K -52 -3%
IAS
2795
IMA Advisory Services
Colorado
$298K +$9.45K +53 +3%
MW
2796
MBL Wealth
North Carolina
$297K +$24.1K +135 +9%
AFA
2797
American Financial Advisors
Georgia
$295K +$713 +4 +0.2%
FCM
2798
Firestone Capital Management
Florida
$295K – – –
SFC
2799
SYM Financial Corp
Indiana
$295K – – –
TA
2800
TFB Advisors
Kansas
$293K +$289K +1,623 New
110 111
112
113 114