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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2851
Financial Perspectives
Minnesota
$214K – – –
MAM
2852
Marotta Asset Management
Virginia
$214K +$14.4K +86 +7%
B
2853
Brightworth
Georgia
$213K -$4.53K -27 -2%
CFAM
2854
Coury Firm Asset Management
Pennsylvania
$213K – – –
FDS
2855
Freedom Day Solutions
Texas
$213K +$1.85K +11 +0.9%
BCMLT
2856
Beacon Capital Management LLC (Tennessee)
Tennessee
$213K +$213K +1,267 New
OLA
2857
Oliver Luxxe Assets
New Jersey
$212K -$62.8K -374 -23%
NRW
2858
Nova R Wealth
Kansas
$212K +$504 +3 +0.2%
WAL
2859
W Advisors LLC
Tennessee
$212K +$15.3K +91 +8%
PTCG
2860
Pring Turner Capital Group
California
$212K +$212K +1,265 New
AL
2861
ADE LLC
Maryland
$211K – – –
JEST
2862
JTC Employer Solutions Trustee
Jersey
$210K – – –
FFA
2863
Fairfield Financial Advisors
Massachusetts
$209K +$210K +1,250 New
TC
2864
TAP Consulting
Missouri
$209K -$41.8K -249 -17%
SC
2865
Seldon Capital
California
$209K – – –
VCP
2866
Vista Capital Partners
Oregon
$209K – – –
SSC
2867
Syverson Strege & Co
Iowa
$209K +$1.51K +9 +0.7%
WP
2868
Wedgewood Partners
Missouri
$209K +$210K +1,250 New
AF
2869
Alerus Financial
North Dakota
$208K -$178K -1,063 -46%
BRA
2870
Biechele Royce Advisors
Indiana
$208K – – –
TWM
2871
TriaGen Wealth Management
California
$208K – – –
WF
2872
Warner Financial
Maryland
$208K – – –
TA
2873
TruWealth Advisors
Louisiana
$208K +$336 +2 +0.2%
SFA
2874
Seneca Financial Advisors
New York
$207K +$208K +1,239 New
KOC
2875
Koss-Olinger Consulting
Florida
$207K -$37.1K -221 -15%
113 114
115
116 117