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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
2876
Lakeshore Financial Planning
Michigan
$260K +$278K +1,532 New
AHC
2877
Anderson Hoagland & Co
Missouri
$259K +$5.45K +30 +2%
MKA
2878
M. Kulyk & Associates
Georgia
$259K -$378K -2,081 -58%
KWM
2879
Kaydan Wealth Management
Michigan
$258K – – –
WCM
2880
Wallace Capital Management
Texas
$258K -$2.72K -15 -1%
AMG
2881
Advisors Management Group
Wisconsin
$258K -$7.63K -42 -3%
AFS
2882
Axiom Financial Strategies
Indiana
$258K -$363 -2 -0.1%
DFC
2883
DBK Financial Counsel
Ohio
$258K +$7.99K +44 +3%
CP
2884
Camelot Portfolios
Ohio
$257K – – –
BC
2885
Barrett & Company
Rhode Island
$257K +$5.99K +33 +2%
GSAM
2886
Grant Street Asset Management
Pennsylvania
$256K -$726 -4 -0.3%
PFA
2887
Pathway Financial Advisors
Vermont
$255K +$11.8K +65 +5%
BWM
2888
BCS Wealth Management
Tennessee
$255K +$273K +1,504 New
ODIJL
2889
One Day In July LLC
Vermont
$255K +$273K +1,504 New
CWM
2890
Chronos Wealth Management
Florida
$254K – – –
EWP
2891
Engrave Wealth Partners
Texas
$254K -$4.18K -23 -2%
SDWMA
2892
Schneider Downs Wealth Management Advisors
Pennsylvania
$253K -$1.27K -7 -0.5%
VP
2893
Verum Partners
North Carolina
$253K +$272K +1,495 New
PCI
2894
Planning Center Inc
Illinois
$252K +$363 +2 +0.1%
SJL
2895
Shayne & Jacobs LLC
Tennessee
$252K +$270K +1,485 New
TA
2896
TrueWealth Advisors
Alabama
$252K +$726 +4 +0.3%
BWCS
2897
Beirne Wealth Consulting Services
Connecticut
$251K – – –
TCWM
2898
Total Clarity Wealth Management
Illinois
$250K -$88.5K -487 -25%
SPI
2899
Santori & Peters Inc
Pennsylvania
$249K -$1.45K -8 -0.5%
MAWA
2900
Moss Adams Wealth Advisors
Washington
$249K +$267K +1,470 New
114 115
116
117 118