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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2876
Brio Consultants
California
$261K +$7.63K +42 +3%
LFP
2877
Lakeshore Financial Planning
Michigan
$260K +$278K +1,532 New
AHC
2878
Anderson Hoagland & Co
Missouri
$259K +$5.45K +30 +2%
MKA
2879
M. Kulyk & Associates
Georgia
$259K -$378K -2,081 -58%
KWM
2880
Kaydan Wealth Management
Michigan
$258K – – –
WCM
2881
Wallace Capital Management
Texas
$258K -$2.72K -15 -1%
AMG
2882
Advisors Management Group
Wisconsin
$258K -$7.63K -42 -3%
AFS
2883
Axiom Financial Strategies
Indiana
$258K -$363 -2 -0.1%
DFC
2884
DBK Financial Counsel
Ohio
$258K +$7.99K +44 +3%
CP
2885
Camelot Portfolios
Ohio
$257K – – –
BC
2886
Barrett & Company
Rhode Island
$257K +$5.99K +33 +2%
GSAM
2887
Grant Street Asset Management
Pennsylvania
$256K -$726 -4 -0.3%
PFA
2888
Pathway Financial Advisors
Vermont
$255K +$11.8K +65 +5%
BWM
2889
BCS Wealth Management
Tennessee
$255K +$273K +1,504 New
ODIJL
2890
One Day In July LLC
Vermont
$255K +$273K +1,504 New
CWM
2891
Chronos Wealth Management
Florida
$254K – – –
EWP
2892
Engrave Wealth Partners
Texas
$254K -$4.18K -23 -2%
SDWMA
2893
Schneider Downs Wealth Management Advisors
Pennsylvania
$253K -$1.27K -7 -0.5%
VP
2894
Verum Partners
North Carolina
$253K +$272K +1,495 New
PCI
2895
Planning Center Inc
Illinois
$252K +$363 +2 +0.1%
SJL
2896
Shayne & Jacobs LLC
Tennessee
$252K +$270K +1,485 New
TA
2897
TrueWealth Advisors
Alabama
$252K +$726 +4 +0.3%
BWCS
2898
Beirne Wealth Consulting Services
Connecticut
$251K – – –
TCWM
2899
Total Clarity Wealth Management
Illinois
$250K -$88.5K -487 -25%
SPI
2900
Santori & Peters Inc
Pennsylvania
$249K -$1.45K -8 -0.5%
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116
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