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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2901
Wealthspan Partners
Iowa
$243K -$32.9K -244 -12%
SFC
2902
Strategic Financial Concepts
Texas
$243K +$247K +1,837 New
VFP
2903
Verus Financial Partners
Virginia
$242K -$58.9K -437 -20%
BWA
2904
Burt Wealth Advisors
Maryland
$241K – – –
BFA
2905
Brendel Financial Advisors
New Hampshire
$241K -$98.3K -730 -29%
LWM
2906
LeConte Wealth Management
Tennessee
$241K +$11.9K +88 +5%
OWM
2907
Opes Wealth Management
California
$241K -$141K -1,046 -36%
PHWM
2908
Pine Harbor Wealth Management
Maryland
$241K -$18.6K -138 -7%
MG
2909
McHugh Group
Ohio
$240K – – –
ACM
2910
Advance Capital Management
Michigan
$240K -$30.7K -228 -11%
EMAM
2911
Encompass More Asset Management
California
$240K -$51.2K -380 -17%
PFA
2912
Pettinga Financial Advisors
Indiana
$239K – – –
CA
2913
Centerpoint Advisors
Massachusetts
$239K +$2.29K +17 +0.9%
BCM
2914
Boreal Capital Management
Florida
$238K +$243K +1,802 New
LGWM
2915
Litman Gregory Wealth Management
California
$238K -$33.7K -250 -12%
KBG
2916
Kahn Brothers Group
New York
$238K – – –
PC
2917
Prairiewood Capital
North Dakota
$238K – – –
BCM
2918
Blume Capital Management
California
$237K +$1.75K +13 +0.7%
SPP
2919
Single Point Partners
Massachusetts
$237K -$6.74K -50 -3%
RWP
2920
Revolve Wealth Partners
New Jersey
$236K -$14.3K -106 -6%
HA
2921
Harfst & Associates
Wyoming
$236K -$674 -5 -0.3%
ACA
2922
Aspire Capital Advisors
Washington
$235K -$7.68K -57 -3%
HWM
2923
Horizon Wealth Management
Illinois
$235K +$43.2K +321 +22%
WAOI
2924
Wealth Advisors of Iowa
Iowa
$235K -$943 -7 -0.4%
TWM
2925
Topsail Wealth Management
North Carolina
$235K -$118K -877 -33%
115 116
117
118 119