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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2876
Titus Wealth Management
California
$210K +$198K +1,211 New
KCA
2877
Karn Couzens & Associates
Connecticut
$208K +$196K +1,197 New
AMG
2878
Advisors Management Group
Wisconsin
$208K +$196K +1,198 New
MWM
2879
MinichMacGregor Wealth Management
New York
$208K +$196K +1,198 New
SFWC
2880
Strategic Family Wealth Counselors
New Jersey
$208K +$196K +1,200 New
CI
2881
Carroll Investors
South Carolina
$208K +$197K +1,206 New
BTIM
2882
BancFirst Trust & Investment Management
Oklahoma
$207K +$194K +1,190 New
MAM
2883
Marotta Asset Management
Virginia
$207K +$195K +1,191 New
WAL
2884
W Advisors LLC
Tennessee
$205K +$192K +1,178 New
SC
2885
Sonen Capital
California
$204K +$190K +1,163 New
RPCA
2886
Running Point Capital Advisors
California
$204K +$192K +1,175 New
FFA
2887
Fi3 Financial Advisors
Indiana
$203K +$191K +1,167 New
NCM
2888
Nelson Capital Management
California
$203K +$191K +1,170 New
DWM
2889
Drive Wealth Management
Utah
$202K +$189K +1,160 New
PCI
2890
Pacifica Capital Investments
Texas
$200K +$188K +1,153 New
OA
2891
Operose Advisors
Wisconsin
$192K +$181K +1,107 New
AFS
2892
Annapolis Financial Services
Maryland
$191K +$42.1K +258 +31%
SFCL
2893
Strengthening Families & Communities LLC
Massachusetts
$175K +$164K +1,007 New
EI
2894
Ellevest Inc
New York
$174K +$980 +6 +0.6%
WPWM
2895
Western Pacific Wealth Management
Illinois
$173K +$163K +1,000 New
SCM
2896
Silvant Capital Management
Georgia
$170K – – –
PP
2897
PFS Partners
New Jersey
$165K +$155K +949 New
HRC
2898
Hoertkorn Richard Charles
$162K – – –
RBC
2899
Roble Belko & Company
Pennsylvania
$162K +$4.9K +30 +3%
NR
2900
Newfound Research
Massachusetts
$158K +$24.2K +148 +19%
114 115
116
117 118