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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2901
Tempo Wealth
Ohio
$285K +$292K +1,985 New
RWM
2902
Rench Wealth Management
Texas
$285K – – –
SGWM
2903
Sterling Group Wealth Management
California
$285K – – –
CV
2904
Counterweight Ventures
North Carolina
$285K -$14.7K -100 -5%
IWN
2905
Independent Wealth Network
Iowa
$285K -$735 -5 -0.3%
T
2906
TrustBank
Illinois
$284K +$291K +1,982 New
FA
2907
FDx Advisors
Illinois
$284K +$13.5K +92 +5%
WAG
2908
Wilkerson Advisory Group
Missouri
$283K +$290K +1,974 New
LGG
2909
Luts & Greenleigh Group
Maryland
$283K -$18.1K -123 -6%
SPWG
2910
Sage Private Wealth Group
Illinois
$283K +$14.7K +100 +5%
CCP
2911
Cassia Capital Partners
North Carolina
$281K -$882 -6 -0.3%
DAM
2912
Directional Asset Management
Illinois
$281K +$288K +1,958 New
ACA
2913
Arsenal Capital Advisors
Pennsylvania
$281K +$285K +1,939 New
HBS
2914
Howard Bailey Securities
Indiana
$281K -$31.1K -212 -10%
DG
2915
DMC Group
Alabama
$280K -$25.7K -175 -8%
SSI
2916
Scott & Selber Inc
Texas
$280K – – –
KCFA
2917
Key Client Fiduciary Advisors
New Jersey
$280K -$100K -681 -26%
LSA
2918
Lansing Street Advisors
Pennsylvania
$280K – – –
WFMPM
2919
Woodley Farra Manion Portfolio Management
Indiana
$279K +$4.26K +29 +2%
SCM
2920
Sunbeam Capital Management
Georgia
$279K +$2.94K +20 +1%
HA
2921
Hofer & Associates
California
$279K +$1.03K +7 +0.4%
TVAMP
2922
Tennessee Valley Asset Management Partners
Tennessee
$279K -$29.7K -202 -9%
LRIA
2923
Leonard Rickey Investment Advisors
Washington
$278K +$6.17K +42 +2%
PCM
2924
Prelude Capital Management
New York
$278K +$285K +1,940 New
ABTD
2925
Arvest Bank Trust Division
Oklahoma
$278K +$5.73K +39 +2%
115 116
117
118 119