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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
2926
Sage Financial Management Group
Virginia
$240K +$237K +1,330 New
DCM
2927
Dimension Capital Management
Florida
$240K +$237K +1,328 New
MAM
2928
McLean Asset Management
Virginia
$240K +$237K +1,327 New
WCAMG
2929
Woodard & Company Asset Management Group
North Carolina
$240K – – –
BBW
2930
Blue Barn Wealth
Utah
$239K -$9.81K -55 -4%
OFA
2931
Oak Family Advisors
Illinois
$239K – – –
HWM
2932
HighMark Wealth Management
Minnesota
$239K – – –
FA
2933
Fiducient Advisors
Illinois
$239K +$8.03K +45 +4%
LFS
2934
Legacy Financial Strategies
Kansas
$238K +$235K +1,319 New
PCM
2935
Princeton Capital Management
New Jersey
$238K +$235K +1,319 New
DIP
2936
Davis Investment Partners
North Carolina
$238K +$239K +1,339 New
LFG
2937
Lockerman Financial Group
California
$237K +$234K +1,314 New
PTCG
2938
Pring Turner Capital Group
California
$237K – – –
B
2939
Bridgeworth
Alabama
$236K +$2.32K +13 +1%
MAS
2940
Madden Advisory Services
Florida
$235K -$5.35K -30 -2%
MF
2941
Meridian Financial
Massachusetts
$235K – – –
MAP
2942
Milestone Advisory Partners
North Carolina
$235K -$10.3K -58 -4%
HWM
2943
Howard Wealth Management
Connecticut
$235K +$1.78K +10 +0.8%
FP
2944
Financial Perspectives
Minnesota
$234K – – –
CWA
2945
Centennial Wealth Advisory
Michigan
$234K -$3.75K -21 -2%
AA
2946
AlphaMark Advisors
Kentucky
$234K -$38.5K -216 -14%
ACM
2947
Armbruster Capital Management
New York
$234K – – –
PCMK
2948
Paragon Capital Management (Kansas)
Kansas
$234K +$231K +1,295 New
EFG
2949
Ethos Financial Group
Pennsylvania
$234K +$217K +1,219 New
PMG
2950
Private Management Group
California
$233K +$230K +1,292 New
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118
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