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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWM
2851
Bright Futures Wealth Management
New York
$334K +$339K +2,012 New
DM
2852
Deerfield Management
New York
$334K +$321K +1,909 New
WC
2853
Whitney & Co
New York
$334K – – –
I2I
2854
Insight 2811 Inc
Illinois
$334K +$8.08K +48 +3%
GA
2855
Gateway Advisory
New Jersey
$333K +$58.6K +348 +22%
ACG
2856
Allen Capital Group
Nebraska
$333K +$46.6K +277 +17%
OA
2857
Oracle Alpha
Ontario, Canada
$333K -$142K -841 -31%
KBG
2858
Kahn Brothers Group
New York
$333K – – –
GAM
2859
Gemmer Asset Management
California
$333K +$25.6K +152 +9%
MG
2860
Marex Group
$332K +$320K +1,898 New
NFA
2861
Northwest Financial Advisors
Virginia
$332K +$4.04K +24 +1%
PCMC
2862
Paragon Capital Management (Colorado)
Colorado
$332K -$10.1K -60 -3%
DG
2863
DMC Group
Alabama
$331K +$38.9K +231 +14%
CA
2864
Claris Advisors
Missouri
$331K – – –
ACM
2865
Advance Capital Management
Michigan
$331K +$3.87K +23 +1%
GSIS
2866
Global Strategic Investment Solutions
Arizona
$331K -$1.35K -8 -0.4%
VW
2867
Vance Wealth
California
$330K +$12.3K +73 +4%
PFA
2868
Pettinga Financial Advisors
Indiana
$329K +$21K +125 +7%
GFWA
2869
Grey Fox Wealth Advisors
Delaware
$329K -$7.91K -47 -2%
ACA
2870
Affinity Capital Advisors
California
$329K -$42.1K -250 -12%
OWM
2871
Orgel Wealth Management
Wisconsin
$328K +$5.22K +31 +2%
IWN
2872
Independent Wealth Network
Iowa
$328K -$5.56K -33 -2%
IF
2873
Ironwood Financial
Arizona
$328K – – –
BWM
2874
Benchmark Wealth Management
Connecticut
$327K – – –
ICP
2875
Interchange Capital Partners
Pennsylvania
$326K +$29.1K +173 +10%
113 114
115
116 117