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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NPFS
2826
Novak & Powell Financial Services
Florida
$328K +$320K +1,931 New
CAWM
2827
Capital Advisors Wealth Management
Washington
$328K +$995 +6 +0.3%
TFM
2828
TFC Financial Management
Massachusetts
$328K +$6.47K +39 +2%
CAM
2829
Claret Asset Management
Quebec, Canada
$327K +$4.97K +30 +2%
GFWA
2830
Grey Fox Wealth Advisors
Delaware
$327K +$829 +5 +0.3%
TW
2831
Towerpoint Wealth
California
$326K -$1.66K -10 -0.5%
WMA
2832
Wealth Management Associates
New Jersey
$324K +$2.16K +13 +0.7%
WC
2833
Whitney & Co
New York
$324K +$1.16K +7 +0.4%
SIA
2834
Strategic Investment Advisors
Michigan
$324K -$32K -193 -9%
MSA
2835
Marathon Strategic Advisors
Pennsylvania
$324K +$316K +1,906 New
IWN
2836
Independent Wealth Network
Iowa
$324K +$15.1K +91 +5%
NC
2837
NBW Capital
Massachusetts
$323K -$27.5K -166 -8%
MWP
2838
Madison Wealth Partners
Wisconsin
$323K +$6.8K +41 +2%
KBG
2839
Kahn Brothers Group
New York
$323K – – –
GSIS
2840
Global Strategic Investment Solutions
Arizona
$322K -$58K -350 -16%
DCM
2841
Dimension Capital Management
Florida
$322K – – –
CWM
2842
Campbell Wealth Management
Virginia
$322K -$6.8K -41 -2%
JJBC
2843
James J. Burns & Company
New York
$322K +$315K +1,897 New
GCWM
2844
Graham Capital Wealth Management
District of Columbia
$322K +$3.32K +20 +1%
WAOI
2845
Wealth Advisors of Iowa
Iowa
$322K +$663 +4 +0.2%
CA
2846
Claris Advisors
Missouri
$321K – – –
HWA
2847
HCR Wealth Advisors
California
$320K +$312K +1,883 New
MWM
2848
Merriman Wealth Management
Washington
$319K -$19.1K -115 -6%
UWS
2849
Unique Wealth Strategies
Illinois
$318K +$311K +1,874 New
CWS
2850
Cypress Wealth Services
California
$318K -$18.7K -113 -6%
112 113
114
115 116