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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RLIM
2901
Red Lighthouse Investment Management
New York
$313K +$1.51K +9 +0.5%
EHAM
2902
Eagle Harbor Asset Management
Washington
$313K +$40.9K +243 +16%
BCM
2903
Blume Capital Management
California
$312K – – –
SPP
2904
Single Point Partners
Massachusetts
$312K +$14.3K +85 +5%
AIA
2905
Arbor Investment Advisors
North Carolina
$311K +$10.3K +61 +4%
SFP
2906
Sandbox Financial Partners
Maryland
$311K +$1.85K +11 +0.6%
ORC
2907
O'Rourke & Company
Massachusetts
$310K +$673 +4 +0.2%
IF
2908
Insight Folios
North Carolina
$310K -$11.1K -66 -4%
VFP
2909
Verus Financial Partners
Virginia
$309K -$147K -873 -33%
BIP
2910
Blue Investment Partners
California
$309K – – –
TWP
2911
Triad Wealth Partners
Kansas
$309K +$297K +1,763 New
HA
2912
Hanover Advisors
South Carolina
$308K – – –
RIM
2913
Rockbridge Investment Management
New York
$308K -$1.01K -6 -0.3%
WMA
2914
Wealth Management Associates
New Jersey
$307K -$7.91K -47 -2%
JEST
2915
JTC Employer Solutions Trustee
Jersey
$307K – – –
RFN
2916
RDA Financial Network
Iowa
$307K -$11.4K -68 -4%
WFAG
2917
Wescott Financial Advisory Group
Pennsylvania
$306K +$26.9K +160 +10%
WAOI
2918
Wealth Advisors of Iowa
Iowa
$306K -$24.6K -146 -8%
CSWG
2919
Cardinal Strategic Wealth Guidance
Kentucky
$305K -$21.4K -127 -7%
HIS
2920
Horizon Investment Services
Indiana
$305K – – –
THL
2921
Tillman Hartley LLC
Colorado
$303K – – –
TFM
2922
TFC Financial Management
Massachusetts
$303K -$33.5K -199 -10%
EG
2923
Ellerson Group
Maryland
$303K – – –
HWM
2924
Horizon Wealth Management
Illinois
$303K +$12.5K +74 +4%
PTC
2925
Petrus Trust Company
Texas
$302K – – –
115 116
117
118 119