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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2826
Osterweis Capital Management
California
$228K +$214K +1,311 New
PCM
2827
Pennsylvania Capital Management
Pennsylvania
$227K – – –
TCWA
2828
Ten Capital Wealth Advisors
Washington
$227K – – –
APW
2829
Aurora Private Wealth
New Jersey
$227K +$214K +1,309 New
MF
2830
Meridian Financial
Massachusetts
$226K +$213K +1,302 New
HNWA
2831
Henrickson Nauta Wealth Advisors
Michigan
$226K +$213K +1,303 New
FCA
2832
FLC Capital Advisors
California
$225K +$211K +1,293 New
PI
2833
PFS Investments
Georgia
$225K +$212K +1,295 New
B
2834
Brightworth
Georgia
$225K +$212K +1,297 New
CG
2835
Corundum Group
Colorado
$225K +$212K +1,298 New
PWM
2836
PRW Wealth Management
Massachusetts
$225K +$212K +1,298 New
WAOI
2837
Wealth Advisors of Iowa
Iowa
$224K +$211K +1,289 New
HWM
2838
Howard Wealth Management
Connecticut
$224K +$211K +1,290 New
RFG
2839
Range Financial Group
Oregon
$224K +$211K +1,291 New
NJBEST
2840
New Jersey Better Educational Savings Trust
New Jersey
$223K -$84.9K -520 -29%
PRWA
2841
Platte River Wealth Advisors
Colorado
$223K -$84.1K -515 -29%
CAM
2842
Congress Asset Management
Massachusetts
$223K -$69.9K -428 -25%
CAC
2843
Certified Advisory Corp
Florida
$222K +$205K +1,255 +5,705%
FC
2844
Fusion Capital
South Carolina
$222K +$209K +1,278 New
KBFS
2845
Kohmann Bosshard Financial Services
Ohio
$222K +$209K +1,280 New
FP
2846
Financial Perspectives
Minnesota
$222K – – –
CFAM
2847
Coury Firm Asset Management
Pennsylvania
$221K +$208K +1,274 New
BWFA
2848
Baltimore-Washington Financial Advisors
Maryland
$220K -$56.5K -346 -21%
FDS
2849
Freedom Day Solutions
Texas
$220K +$207K +1,265 New
NRW
2850
Nova R Wealth
Kansas
$220K +$207K +1,266 New
112 113
114
115 116