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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2851
Claris Advisors
Missouri
$325K -$16.1K -103 -5%
FA
2852
Fermata Advisors
California
$325K +$326K +2,092 New
MCM
2853
MV Capital Management
Maryland
$325K -$37.7K -242 -10%
OE
2854
OFS Enterprise
Nebraska
$324K +$326K +2,090 New
AF
2855
Alerus Financial
North Dakota
$323K +$150K +963 +86%
CCM
2856
Cox Capital Management
Massachusetts
$321K – – –
TFA
2857
Teamwork Financial Advisors
Texas
$321K -$1.8M -11,569 -85%
SPWG
2858
Syntegra Private Wealth Group
Missouri
$320K -$53.3K -342 -14%
TW
2859
Tempo Wealth
Ohio
$320K +$11.4K +73 +4%
BW
2860
Bravera Wealth
North Dakota
$319K -$17K -109 -5%
WMA
2861
West Michigan Advisors
Michigan
$319K -$14.5K -93 -4%
RIM
2862
Reliant Investment Management
Tennessee
$319K – – –
TFGT
2863
TS Financial Group (TSFG)
Illinois
$319K -$67.9K -436 -17%
SMA
2864
Seven Mile Advisory
New Jersey
$319K -$774K -4,968 -71%
PBO
2865
Peoples Bank (Ohio)
Ohio
$318K -$7.01K -45 -2%
VW
2866
Vance Wealth
California
$318K +$47.1K +302 +17%
SAM
2867
Shikiar Asset Management
New York
$318K – – –
BONST
2868
Bank of Nova Scotia Trust
Ontario, Canada
$318K – – –
GF
2869
GGM Financials
Ohio
$318K +$5.45K +35 +2%
MHC
2870
May Hill Capital
Massachusetts
$317K +$7.63K +49 +2%
WAG
2871
Wilkerson Advisory Group
Missouri
$317K +$10.3K +66 +3%
LWA
2872
Ledgewood Wealth Advisors
New Hampshire
$316K – – –
MFS
2873
Mirabella Financial Services
United Kingdom
$316K -$263K -1,685 -45%
TGY2IT
2874
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$315K +$316K +2,028 New
RIA
2875
Realta Investment Advisors
Delaware
$315K +$312 +2 +0.1%
113 114
115
116 117