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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CBOR
2801
Community Bank of Raymore
Missouri
$281K – – –
BCM
2802
Birmingham Capital Management
Alabama
$281K -$168K -1,175 -37%
MGAM
2803
McGowan Group Asset Management
Texas
$279K +$571 +4 +0.2%
IWN
2804
Independent Wealth Network
Iowa
$279K +$3.14K +22 +1%
MWP
2805
Madison Wealth Partners
Wisconsin
$279K +$571 +4 +0.2%
TA
2806
TFB Advisors
Kansas
$279K -$88.4K -619 -25%
RWM
2807
Rench Wealth Management
Texas
$279K +$4.86K +34 +2%
SGWM
2808
Sterling Group Wealth Management
California
$279K – – –
CWM
2809
Circle Wealth Management
New Jersey
$279K +$37.8K +265 +15%
PCA
2810
Providence Capital Advisors
North Carolina
$279K -$30.6K -214 -10%
RWA
2811
Rooted Wealth Advisors
Illinois
$278K -$187K -1,307 -40%
CM
2812
Columbus Macro
Pennsylvania
$277K -$5.14K -36 -2%
T
2813
TOBAM
France
$277K – – –
FFC
2814
Frederick Financial Consultants
Maryland
$277K +$6K +42 +2%
MA
2815
Mezzasalma Advisors
New Jersey
$277K +$571 +4 +0.2%
DWM
2816
Drive Wealth Management
Utah
$276K +$3.71K +26 +1%
TWM
2817
Topsail Wealth Management
North Carolina
$276K +$27.1K +190 +11%
SLWA
2818
San Luis Wealth Advisors
California
$276K +$281K +1,967 New
CCP
2819
Cassia Capital Partners
North Carolina
$276K +$13.4K +94 +5%
FA
2820
FDx Advisors
Illinois
$276K +$35.8K +251 +15%
EW
2821
Element Wealth
Mississippi
$275K +$39K +273 +16%
RBWA
2822
RFG - Bristol Wealth Advisors
Massachusetts
$275K -$37.4K -262 -12%
PD
2823
Planning Directions
Pennsylvania
$275K -$15.9K -111 -5%
GCA
2824
Greenwood Capital Associates
South Carolina
$274K -$28.7K -201 -9%
SSI
2825
Scott & Selber Inc
Texas
$274K – – –
111 112
113
114 115