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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2801
Rowlandmiller & Partners
Georgia
$318K +$29.4K +200 +10%
RDFA
2802
Ritter Daniher Financial Advisory
Ohio
$318K +$74.6K +508 +30%
VCM
2803
Vision Capital Management
Oregon
$316K +$3.53K +24 +1%
MFGM
2804
Marshall Financial Group (Maryland)
Maryland
$316K -$43.9K -299 -12%
OCPWS
2805
One Charles Private Wealth Services
Massachusetts
$316K +$1.91K +13 +0.6%
TP
2806
Thayer Partners
Pennsylvania
$316K +$324K +2,202 New
GKIM
2807
GW&K Investment Management
Massachusetts
$316K +$22.9K +156 +8%
SOAMC
2808
Spirit of America Management Corp
New York
$316K – – –
CA
2809
Claris Advisors
Missouri
$316K -$42.8K -291 -12%
GAG
2810
GM Advisory Group
New York
$315K +$322K +2,193 New
RCG
2811
Ridge Creek Global
Ohio
$315K +$322K +2,192 New
TCM
2812
Traynor Capital Management
Pennsylvania
$314K -$35.1K -239 -10%
AWP
2813
Accretive Wealth Partners
New Jersey
$314K – – –
CP
2814
Castleview Partners
Texas
$314K +$3.38K +23 +1%
EWS
2815
Evergreen Wealth Solutions
Pennsylvania
$314K +$321K +2,186 New
CA
2816
Crumly & Associates
Illinois
$314K -$107K -730 -25%
UWP
2817
Uniting Wealth Partners
Kansas
$313K +$73K +497 +30%
TWM
2818
Tradition Wealth Management
Minnesota
$313K -$14K -95 -4%
A
2819
AlphaQuest
New York
$313K -$21K -143 -6%
MW
2820
MBL Wealth
North Carolina
$313K +$14.5K +99 +5%
GPWA
2821
Gaddis Premier Wealth Advisors
Oklahoma
$312K +$320K +2,176 New
MWM
2822
Mascagni Wealth Management
Mississippi
$312K -$6.17K -42 -2%
SAMC
2823
Spectrum Asset Management (California)
California
$312K – – –
DW
2824
Dodds Wealth
Colorado
$312K -$58K -395 -15%
WMA
2825
West Michigan Advisors
Michigan
$312K -$8.08K -55 -2%
111 112
113
114 115