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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
2901
Savvy Advisors Inc
New York
$285K +$298K +1,729 New
LAS
2902
LWM Advisory Services
Florida
$284K -$185K -1,073 -38%
LCM
2903
Lazari Capital Management
California
$284K +$8.46K +49 +3%
AFA
2904
American Financial Advisors
Georgia
$283K -$17.3K -100 -6%
IWP
2905
Invenio Wealth Partners
Florida
$283K +$6.73K +39 +2%
CA
2906
Cortland Associates
Missouri
$282K – – –
MWM
2907
MGB Wealth Management
Texas
$282K +$91.1K +528 +45%
VAF
2908
Values Added Financial
District of Columbia
$282K +$19.5K +113 +7%
B
2909
Barings
North Carolina
$281K -$490K -2,842 -63%
ML
2910
McAdam LLC
Pennsylvania
$281K +$5.87K +34 +2%
JCM
2911
Jacobsen Capital Management
Utah
$281K +$64.2K +372 +28%
PCMI
2912
Paradigm Capital Management Inc
New York
$280K – – –
MA
2913
MKT Advisors
California
$280K +$8.97K +52 +3%
HIS
2914
Horizon Investment Services
Indiana
$280K -$7.77K -45 -3%
SAM
2915
Secure Asset Management
Michigan
$279K +$23.5K +136 +9%
UBG
2916
United Bank (Georgia)
Georgia
$279K -$2.42K -14 -0.8%
ACA
2917
Aspire Capital Advisors
Washington
$279K -$25.9K -150 -8%
VCM
2918
Vision Capital Management
Oregon
$279K – – –
GMFG
2919
Greater Midwest Financial Group
Minnesota
$278K -$2.24K -13 -0.8%
KCM
2920
KRS Capital Management
Michigan
$278K +$1.38K +8 +0.5%
NC
2921
NBW Capital
Massachusetts
$277K -$78.9K -457 -21%
RPSA
2922
Richard P. Slaughter Associates
Texas
$277K – – –
SF
2923
Safeguard Financial
Wisconsin
$276K +$289K +1,675 New
AF
2924
Apexium Financial
Texas
$275K +$173 +1 +0.1%
ACC
2925
Acorn Creek Capital
Colorado
$275K -$46.9K -272 -14%
115 116
117
118 119