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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2776
Riverbridge Partners
Minnesota
$323K -$2.05M -13,775 -86%
CP
2777
Castleview Partners
Texas
$322K -$7.89K -53 -2%
NFSG
2778
Newbridge Financial Services Group
Florida
$322K -$56.1K -377 -15%
BIA
2779
Barry Investment Advisors
Massachusetts
$321K +$1.64K +11 +0.5%
CWA
2780
Clearview Wealth Advisors
Oregon
$320K -$22.8K -153 -7%
KFG
2781
Kelly Financial Group
Connecticut
$320K -$51.4K -345 -14%
VFP
2782
Verus Financial Partners
Virginia
$320K +$69.8K +469 +27%
JJBC
2783
James J. Burns & Company
New York
$319K -$26.5K -178 -8%
EFG
2784
Ethos Financial Group
Pennsylvania
$319K – – –
EWA
2785
ERTS Wealth Advisors
Michigan
$319K -$26.6K -179 -8%
MA
2786
Maxele Advisors
Missouri
$318K -$2.53K -17 -0.8%
CNBOF
2787
City National Bank of Florida
Florida
$318K +$51.1K +343 +19%
CWS
2788
Cypress Wealth Services
California
$318K -$15K -101 -5%
WAM
2789
Walker Asset Management
Missouri
$317K +$2.68K +18 +0.9%
SAMC
2790
Spectrum Asset Management (California)
California
$317K +$5.21K +35 +2%
MWP
2791
Madison Wealth Partners
Wisconsin
$317K +$23.2K +156 +8%
KBFS
2792
Kohmann Bosshard Financial Services
Ohio
$317K -$13.2K -89 -4%
TCM
2793
TruNorth Capital Management
Michigan
$316K +$304K +2,045 +3,146%
ACM
2794
Avalon Capital Management
California
$316K – – –
HC
2795
Hoese & Co
Minnesota
$316K – – –
AFM
2796
Armstrong Fleming & Moore
District of Columbia
$315K -$458K -3,078 -59%
CDWM
2797
Campbell Deegan Wealth Management
Virginia
$314K -$104K -699 -25%
MCM
2798
MV Capital Management
Maryland
$314K -$100K -673 -24%
RIA
2799
Realta Investment Advisors
Delaware
$313K -$22.3K -150 -7%
KCFA
2800
Key Client Fiduciary Advisors
New Jersey
$313K -$8.93K -60 -3%
110 111
112
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