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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2901
Kaydan Wealth Management
Michigan
$251K – – –
CAC
2902
Certified Advisory Corp
Florida
$251K -$51.4K -288 -17%
BIA
2903
Barry Investment Advisors
Massachusetts
$251K -$6.78K -38 -3%
WFA
2904
WMG Financial Advisors
Tennessee
$250K +$4.46K +25 +2%
MIM
2905
Meixler Investment Management
Arizona
$250K -$8.38K -47 -3%
HIP
2906
Harrell Investment Partners
Texas
$250K +$247K +1,385 New
OBWP
2907
O'Brien Wealth Partners
Massachusetts
$250K +$138K +772 +126%
WMP
2908
Wealth Management Partners
Arizona
$250K – – –
LTI
2909
Laffer Tengler Investments
Tennessee
$250K +$8.74K +49 +4%
EIA
2910
Eldridge Investment Advisors
New Hampshire
$249K +$8.92K +50 +4%
AL
2911
ADE LLC
Maryland
$249K +$21K +118 +9%
AL
2912
ACAS LLC
California
$248K +$245K +1,373 New
SOS
2913
Silver Oak Securities
Tennessee
$248K -$215K -1,208 -47%
LFA
2914
Landmark Financial Advisors
Kentucky
$248K -$2.85K -16 -1%
AWA
2915
Amplius Wealth Advisors
Pennsylvania
$248K +$245K +1,371 New
SC
2916
Sawyer & Company
Massachusetts
$247K – – –
HFA
2917
High Falls Advisors
New York
$246K +$8.92K +50 +4%
DCM
2918
DGS Capital Management
New Jersey
$246K +$243K +1,362 New
FNBOMD
2919
First National Bank of Mount Dora
Florida
$246K – – –
HNWA
2920
Henrickson Nauta Wealth Advisors
Michigan
$246K – – –
ACM
2921
Ategra Capital Management
Virginia
$245K – – –
ODIJL
2922
One Day In July LLC
Vermont
$244K +$241K +1,352 New
WRPWM
2923
Werba Rubin Papier Wealth Management
California
$243K +$238K +1,337 New
KWM
2924
Keebeck Wealth Management
Illinois
$243K -$4.1K -23 -2%
PRWA
2925
Platte River Wealth Advisors
Colorado
$241K +$9.63K +54 +4%
115 116
117
118 119