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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2776
Benchmark Wealth Management
Connecticut
$317K -$10.9K -60 -3%
FI
2777
Financial Insights
Washington
$316K +$545 +3 +0.2%
KFA
2778
Kapstone Financial Advisors
Ohio
$316K +$1.09K +6 +0.3%
MWP
2779
Madison Wealth Partners
Wisconsin
$315K +$363 +2 +0.1%
BCMLT
2780
Beacon Capital Management LLC (Tennessee)
Tennessee
$315K – – –
AA
2781
Altrafin AG
$314K +$131K +720 +63%
MSR
2782
Main Street Research
Connecticut
$313K -$30.9K -170 -8%
WR
2783
WD Rutherford
Oregon
$313K +$336K +1,850 New
CA
2784
Centerpoint Advisors
Massachusetts
$313K – – –
HA
2785
Harfst & Associates
Wyoming
$312K – – –
AFAS
2786
Acorn Financial Advisory Services
Virginia
$311K +$6.54K +36 +2%
RIM
2787
Rockbridge Investment Management
New York
$309K +$5.45K +30 +2%
IWN
2788
Independent Wealth Network
Iowa
$307K +$2.54K +14 +0.8%
PC
2789
Port Capital
Illinois
$307K +$5.63K +31 +2%
IAS
2790
IMA Advisory Services
Colorado
$307K – – –
BAM
2791
Bosun Asset Management
Illinois
$306K – – –
ACA
2792
Aspire Capital Advisors
Washington
$305K +$4.18K +23 +1%
ACM
2793
Alethea Capital Management
Washington
$305K – – –
WP
2794
WealthSpring Partners
California
$305K – – –
JHP
2795
James Hambro & Partners
United Kingdom
$305K – – –
SAM
2796
Synergy Asset Management
Washington
$305K +$327K +1,798 New
AFA
2797
American Financial Advisors
Georgia
$305K +$26K +143 +9%
IFO
2798
Independent Family Office
New York
$304K +$18.2K +100 +6%
AFP
2799
Alpha Financial Partners
Kentucky
$303K -$1.82K -10 -0.6%
BCM
2800
Blume Capital Management
California
$302K – – –
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112
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