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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
2876
Stillwater Wealth Management Group
Florida
$314K -$7.63K -49 -2%
WAM
2877
Walker Asset Management
Missouri
$313K +$3.9K +25 +1%
BWM
2878
Baron Wealth Management
Michigan
$312K +$313K +2,011 New
DHC
2879
Drum Hill Capital
Connecticut
$312K – – –
MGAM
2880
McGowan Group Asset Management
Texas
$312K +$1.09K +7 +0.3%
SIC
2881
SJS Investment Consulting
Ohio
$311K -$5.76K -37 -2%
BCM
2882
Birmingham Capital Management
Alabama
$311K – – –
OC
2883
Optima Capital
Oregon
$311K -$6.86K -44 -2%
UWP
2884
Uniting Wealth Partners
Kansas
$311K -$25.1K -161 -7%
CBOR
2885
Community Bank of Raymore
Missouri
$311K – – –
DWM
2886
Dopkins Wealth Management
New York
$311K +$312K +2,000 New
PWM
2887
Partners Wealth Management
California
$310K +$10.6K +68 +4%
SCA
2888
Sulzberger Capital Advisors
Florida
$310K +$21.7K +139 +7%
BFWA
2889
Benchmark Financial Wealth Advisors
Florida
$309K +$310K +1,992 New
IWN
2890
Independent Wealth Network
Iowa
$309K +$1.25K +8 +0.4%
NF
2891
Nvest Financial
New Hampshire
$309K -$20.4K -131 -6%
PFA
2892
Petra Financial Advisors
Colorado
$309K -$65.9K -423 -18%
CVA
2893
Central Valley Advisors
California
$308K +$75.9K +487 +33%
SGWM
2894
Sterling Group Wealth Management
California
$308K – – –
CV
2895
Counterweight Ventures
North Carolina
$308K – – –
TWM
2896
Triton Wealth Management
Arizona
$308K – – –
VC
2897
Vicus Capital
Pennsylvania
$307K +$6.54K +42 +2%
WF
2898
Wayfinding Financial
Washington
$307K -$7.32K -47 -2%
LSA
2899
Lansing Street Advisors
Pennsylvania
$306K +$6.54K +42 +2%
OAG
2900
Oakmont Advisory Group
New Mexico
$306K -$28.4K -182 -8%
114 115
116
117 118