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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SDH
2851
Sloy Dahl & Holst
Washington
$214K +$215K +1,279 New
FP
2852
Financial Perspectives
Minnesota
$214K – – –
MAM
2853
Marotta Asset Management
Virginia
$214K +$14.4K +86 +7%
B
2854
Brightworth
Georgia
$213K -$4.53K -27 -2%
CFAM
2855
Coury Firm Asset Management
Pennsylvania
$213K – – –
FDS
2856
Freedom Day Solutions
Texas
$213K +$1.85K +11 +0.9%
BCMLT
2857
Beacon Capital Management LLC (Tennessee)
Tennessee
$213K +$213K +1,267 New
OLA
2858
Oliver Luxxe Assets
New Jersey
$212K -$62.8K -374 -23%
NRW
2859
Nova R Wealth
Kansas
$212K +$504 +3 +0.2%
WAL
2860
W Advisors LLC
Tennessee
$212K +$15.3K +91 +8%
PTCG
2861
Pring Turner Capital Group
California
$212K +$212K +1,265 New
AL
2862
ADE LLC
Maryland
$211K – – –
JEST
2863
JTC Employer Solutions Trustee
Jersey
$210K – – –
FFA
2864
Fairfield Financial Advisors
Massachusetts
$209K +$210K +1,250 New
TC
2865
TAP Consulting
Missouri
$209K -$41.8K -249 -17%
SC
2866
Seldon Capital
California
$209K – – –
VCP
2867
Vista Capital Partners
Oregon
$209K – – –
SSC
2868
Syverson Strege & Co
Iowa
$209K +$1.51K +9 +0.7%
WP
2869
Wedgewood Partners
Missouri
$209K +$210K +1,250 New
AF
2870
Alerus Financial
North Dakota
$208K -$178K -1,063 -46%
BRA
2871
Biechele Royce Advisors
Indiana
$208K – – –
TWM
2872
TriaGen Wealth Management
California
$208K – – –
WF
2873
Warner Financial
Maryland
$208K – – –
TA
2874
TruWealth Advisors
Louisiana
$208K +$336 +2 +0.2%
SFA
2875
Seneca Financial Advisors
New York
$207K +$208K +1,239 New
113 114
115
116 117