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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMK
2901
Paragon Capital Management (Kansas)
Kansas
$245K +$8.22K +47 +4%
DIP
2902
Davis Investment Partners
North Carolina
$244K – – –
LTI
2903
Laffer Tengler Investments
Tennessee
$243K -$8.56K -49 -4%
KWA
2904
Kellett Wealth Advisors
Ohio
$243K +$175 +1 +0.1%
AW
2905
Alaethes Wealth
Nevada
$243K +$233K +1,331 New
W
2906
WealthOne
New York
$243K +$7.87K +45 +3%
PMG
2907
Private Management Group
California
$242K +$6.64K +38 +3%
FNBOMD
2908
First National Bank of Mount Dora
Florida
$242K -$5.77K -33 -2%
CM
2909
Capula Management
Cayman Islands
$241K -$2.73M -15,610 -92%
WA
2910
WESPAC Advisors
California
$241K +$231K +1,321 New
LFS
2911
Legacy Financial Strategies
Kansas
$241K +$350 +2 +0.2%
ML
2912
McAdam LLC
Pennsylvania
$241K +$231K +1,321 New
PAG
2913
Paladin Advisory Group
Iowa
$240K +$230K +1,314 New
EWP
2914
Elevation Wealth Partners
California
$239K +$230K +1,313 New
PCM
2915
Pennsylvania Capital Management
Pennsylvania
$239K – – –
BAM
2916
Brave Asset Management
New Jersey
$239K +$10.3K +59 +5%
CFAM
2917
Coury Firm Asset Management
Pennsylvania
$238K +$3.15K +18 +1%
CW
2918
Cook Wealth
North Carolina
$238K +$220K +1,256 New
MAS
2919
Madden Advisory Services
Florida
$238K +$350 +2 +0.2%
MF
2920
Meridian Financial
Massachusetts
$237K – – –
HWM
2921
Howard Wealth Management
Connecticut
$237K – – –
MAP
2922
Milestone Advisory Partners
North Carolina
$237K – – –
JLBC
2923
J.L. Bainbridge & Co
Florida
$237K +$3.15K +18 +1%
FP
2924
Financial Perspectives
Minnesota
$237K – – –
NFSG
2925
Newbridge Financial Services Group
Florida
$237K -$17.7K -101 -7%
115 116
117
118 119