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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
2851
ADE LLC
Maryland
$219K – – –
GWA
2852
GGM Wealth Advisors
Maryland
$219K +$327 +2 +0.2%
JEST
2853
JTC Employer Solutions Trustee
Jersey
$218K – – –
PWA
2854
Peterson Wealth Advisors
Utah
$218K +$205K +1,256 New
BRA
2855
Biechele Royce Advisors
Indiana
$217K +$204K +1,248 New
VCP
2856
Vista Capital Partners
Oregon
$217K +$204K +1,248 New
RP
2857
Riverwater Partners
Wisconsin
$217K +$204K +1,249 New
SC
2858
Seldon Capital
California
$217K +$204K +1,249 New
SSC
2859
Syverson Strege & Co
Iowa
$216K +$15.8K +97 +8%
WF
2860
Warner Financial
Maryland
$216K +$203K +1,241 New
TA
2861
TruWealth Advisors
Louisiana
$216K +$203K +1,242 New
TWM
2862
TriaGen Wealth Management
California
$216K +$203K +1,243 New
HWM
2863
HFR Wealth Management
New York
$216K +$203K +1,244 New
BAM
2864
Bosun Asset Management
Illinois
$214K +$201K +1,231 New
FI
2865
FIDELIS iM
Oregon
$214K +$201K +1,232 New
W
2866
WealthOne
New York
$213K -$46.2K -283 -19%
SA
2867
Syntax Advisors
New York
$213K +$200K +1,226 New
VCG
2868
Vantage Consulting Group
Virginia
$213K +$200K +1,226 New
BWM
2869
BCS Wealth Management
Tennessee
$212K +$199K +1,219 New
GSEP
2870
Golden State Equity Partners
California
$211K -$49.3K -302 -20%
AA
2871
Aufman Associates
Pennsylvania
$211K +$199K +1,216 New
HFAS
2872
Hummer Financial Advisory Services
Illinois
$210K +$196K +1,200 New
B
2873
Bridgeworth
Alabama
$210K +$197K +1,207 New
TI
2874
tru Independence
Oregon
$210K +$197K +1,207 New
BA
2875
Bluesphere Advisors
Pennsylvania
$210K +$197K +1,209 New
113 114
115
116 117