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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2826
Capital Advisors Wealth Management
Washington
$328K +$995 +6 +0.3%
TFM
2827
TFC Financial Management
Massachusetts
$328K +$6.47K +39 +2%
CAM
2828
Claret Asset Management
Quebec, Canada
$327K +$4.97K +30 +2%
GFWA
2829
Grey Fox Wealth Advisors
Delaware
$327K +$829 +5 +0.3%
TW
2830
Towerpoint Wealth
California
$326K -$1.66K -10 -0.5%
WMA
2831
Wealth Management Associates
New Jersey
$324K +$2.16K +13 +0.7%
WC
2832
Whitney & Co
New York
$324K +$1.16K +7 +0.4%
SIA
2833
Strategic Investment Advisors
Michigan
$324K -$32K -193 -9%
MSA
2834
Marathon Strategic Advisors
Pennsylvania
$324K +$316K +1,906 New
IWN
2835
Independent Wealth Network
Iowa
$324K +$15.1K +91 +5%
NC
2836
NBW Capital
Massachusetts
$323K -$27.5K -166 -8%
MWP
2837
Madison Wealth Partners
Wisconsin
$323K +$6.8K +41 +2%
KBG
2838
Kahn Brothers Group
New York
$323K – – –
GSIS
2839
Global Strategic Investment Solutions
Arizona
$322K -$58K -350 -16%
DCM
2840
Dimension Capital Management
Florida
$322K – – –
CWM
2841
Campbell Wealth Management
Virginia
$322K -$6.8K -41 -2%
JJBC
2842
James J. Burns & Company
New York
$322K +$315K +1,897 New
GCWM
2843
Graham Capital Wealth Management
District of Columbia
$322K +$3.32K +20 +1%
WAOI
2844
Wealth Advisors of Iowa
Iowa
$322K +$663 +4 +0.2%
CA
2845
Claris Advisors
Missouri
$321K – – –
HWA
2846
HCR Wealth Advisors
California
$320K +$312K +1,883 New
MWM
2847
Merriman Wealth Management
Washington
$319K -$19.1K -115 -6%
UWS
2848
Unique Wealth Strategies
Illinois
$318K +$311K +1,874 New
CWS
2849
Cypress Wealth Services
California
$318K -$18.7K -113 -6%
NFA
2850
Northwest Financial Advisors
Virginia
$318K +$311K +1,873 New
112 113
114
115 116