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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
2851
Victory Financial Group
Texas
$302K +$309K +2,104 New
SFG
2852
Snider Financial Group
Washington
$302K -$23.1K -157 -7%
AW
2853
Alchemi Wealth
Connecticut
$300K +$307K +2,092 New
PBO
2854
Peoples Bank (Ohio)
Ohio
$300K -$16.9K -115 -5%
OS
2855
Objectivity Squared
South Carolina
$300K +$2.94K +20 +1%
RFM
2856
Royal Fund Management
Florida
$300K +$70.8K +482 +30%
TWD
2857
True Wealth Design
Ohio
$299K +$24.2K +165 +9%
NED
2858
Nancy E. Dempze
$298K +$305K +2,075 New
TCM
2859
Tradewinds Capital Management
Washington
$298K – – –
SWMG
2860
Stillwater Wealth Management Group
Florida
$298K -$17.2K -117 -5%
MWP
2861
Madison Wealth Partners
Wisconsin
$297K +$11.9K +81 +4%
CCM
2862
Cox Capital Management
Massachusetts
$297K – – –
PSCM
2863
Per Stirling Capital Management
Texas
$297K +$304K +2,067 New
CFS
2864
CGC Financial Services
Oregon
$296K +$24.2K +165 +9%
DA
2865
Drake & Associates
Wisconsin
$296K -$63.5K -432 -17%
OC
2866
Optima Capital
Oregon
$296K +$2.5K +17 +0.8%
OFS
2867
Oldfather Financial Services
Nebraska
$296K -$1.32K -9 -0.4%
DCBT
2868
Dakota Community Bank & Trust
North Dakota
$296K +$7.35K +50 +2%
RIM
2869
Reliant Investment Management
Tennessee
$295K -$24.4K -166 -7%
PMG
2870
Private Management Group
California
$295K – – –
WF
2871
Wayfinding Financial
Washington
$294K -$3.67K -25 -1%
SAM
2872
Shikiar Asset Management
New York
$294K – – –
MA
2873
Maxele Advisors
Missouri
$294K +$4.55K +31 +2%
BONST
2874
Bank of Nova Scotia Trust
Ontario, Canada
$293K -$839K -5,710 -74%
KWM
2875
Keebeck Wealth Management
Illinois
$293K +$77.9K +530 +35%
113 114
115
116 117