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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2826
Pennsylvania Capital Management
Pennsylvania
$227K – – –
TCWA
2827
Ten Capital Wealth Advisors
Washington
$227K – – –
APW
2828
Aurora Private Wealth
New Jersey
$227K +$214K +1,309 New
MF
2829
Meridian Financial
Massachusetts
$226K +$213K +1,302 New
HNWA
2830
Henrickson Nauta Wealth Advisors
Michigan
$226K +$213K +1,303 New
FCA
2831
FLC Capital Advisors
California
$225K +$211K +1,293 New
PI
2832
PFS Investments
Georgia
$225K +$212K +1,295 New
B
2833
Brightworth
Georgia
$225K +$212K +1,297 New
CG
2834
Corundum Group
Colorado
$225K +$212K +1,298 New
PWM
2835
PRW Wealth Management
Massachusetts
$225K +$212K +1,298 New
WAOI
2836
Wealth Advisors of Iowa
Iowa
$224K +$211K +1,289 New
HWM
2837
Howard Wealth Management
Connecticut
$224K +$211K +1,290 New
RFG
2838
Range Financial Group
Oregon
$224K +$211K +1,291 New
NJBEST
2839
New Jersey Better Educational Savings Trust
New Jersey
$223K -$84.9K -520 -29%
PRWA
2840
Platte River Wealth Advisors
Colorado
$223K -$84.1K -515 -29%
CAM
2841
Congress Asset Management
Massachusetts
$223K -$69.9K -428 -25%
CAC
2842
Certified Advisory Corp
Florida
$222K +$205K +1,255 +5,705%
FC
2843
Fusion Capital
South Carolina
$222K +$209K +1,278 New
KBFS
2844
Kohmann Bosshard Financial Services
Ohio
$222K +$209K +1,280 New
FP
2845
Financial Perspectives
Minnesota
$222K – – –
CFAM
2846
Coury Firm Asset Management
Pennsylvania
$221K +$208K +1,274 New
BWFA
2847
Baltimore-Washington Financial Advisors
Maryland
$220K -$56.5K -346 -21%
FDS
2848
Freedom Day Solutions
Texas
$220K +$207K +1,265 New
NRW
2849
Nova R Wealth
Kansas
$220K +$207K +1,266 New
AL
2850
ADE LLC
Maryland
$219K – – –
112 113
114
115 116