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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GGS
2801
Galvin Gaustad & Stein
Arizona
$229K -$3.27M -19,503 -93%
HIF
2802
Hill Island Financial
Michigan
$229K +$2.85K +17 +1%
B
2803
Bridgeworth
Alabama
$229K +$26.7K +159 +13%
WFA
2804
WMG Financial Advisors
Tennessee
$229K +$231K +1,376 New
KWM
2805
Keebeck Wealth Management
Illinois
$228K – – –
WAOTB
2806
Wealth Advisors of Tampa Bay
Florida
$228K – – –
FPGK
2807
Financial Partners Group (Kansas)
Kansas
$228K +$672 +4 +0.3%
ACM
2808
Ategra Capital Management
Virginia
$227K -$14.8K -88 -6%
C
2809
Covestor
United Kingdom
$227K +$83.1K +495 +57%
BWM
2810
BCGM Wealth Management
Indiana
$227K +$221K +1,319 New
MAP
2811
Milestone Advisory Partners
North Carolina
$227K +$228K +1,358 New
BA
2812
Birinyi Associates
Connecticut
$226K – – –
AL
2813
ACAS LLC
California
$225K -$9.07K -54 -4%
WMP
2814
Wealth Management Partners
Arizona
$224K – – –
SPWG
2815
Sage Private Wealth Group
Illinois
$224K +$2.52K +15 +1%
PWA
2816
Peterson Wealth Advisors
Utah
$224K +$13.4K +80 +6%
SOS
2817
Silver Oak Securities
Tennessee
$224K +$217K +1,293 New
SWA
2818
Safir Wealth Advisors
New Hampshire
$224K +$225K +1,341 New
LTI
2819
Laffer Tengler Investments
Tennessee
$223K – – –
ANB
2820
Amarillo National Bank
Texas
$223K -$4.2K -25 -2%
SDWIA
2821
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$223K – – –
PAG
2822
Paladin Advisory Group
Iowa
$223K +$221K +1,314 New
AA
2823
Aire Advisors
California
$223K +$223K +1,329 New
APA
2824
Astoria Portfolio Advisors
New York
$222K -$107K -635 -32%
FA
2825
Fiducient Advisors
Illinois
$222K -$14.4K -86 -6%
111 112
113
114 115