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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2926
Princeton Capital Management
New Jersey
$236K -$4.2K -24 -2%
ACM
2927
Armbruster Capital Management
New York
$236K – – –
SC
2928
Sawyer & Company
Massachusetts
$236K -$14K -80 -6%
RW
2929
RVW Wealth
California
$235K -$43.4K -248 -16%
AFGAS
2930
Allegiance Financial Group Advisory Services
Virginia
$235K +$874 +5 +0.4%
WSWA
2931
Warren Street Wealth Advisors
California
$234K +$225K +1,286 New
MAM
2932
Milestone Asset Management
Pennsylvania
$234K -$3.15K -18 -1%
NJBEST
2933
New Jersey Better Educational Savings Trust
New Jersey
$234K – – –
PRWA
2934
Platte River Wealth Advisors
Colorado
$233K -$9.44K -54 -4%
PWA
2935
Peterson Wealth Advisors
Utah
$233K – – –
CCM
2936
Canal Capital Management
Virginia
$233K -$874 -5 -0.4%
SWP
2937
Semus Wealth Partners
Florida
$232K +$17.3K +99 +8%
TWM
2938
TriaGen Wealth Management
California
$232K +$5.42K +31 +2%
LFG
2939
Lockerman Financial Group
California
$231K -$7.87K -45 -3%
FFA
2940
Fairfield Financial Advisors
Massachusetts
$231K +$1.05K +6 +0.5%
WCAMG
2941
Woodard & Company Asset Management Group
North Carolina
$231K -$10.5K -60 -5%
EFG
2942
Ethos Financial Group
Pennsylvania
$231K +$8.04K +46 +4%
PTCG
2943
Pring Turner Capital Group
California
$231K -$8.22K -47 -4%
DSA
2944
Droms Strauss Advisors
Missouri
$230K +$175 +1 +0.1%
TCMP
2945
Thrive Capital Management (Pennsylvania)
Pennsylvania
$230K +$222K +1,272 New
RWM
2946
Ruedi Wealth Management
Illinois
$228K +$57.5K +329 +36%
SC
2947
Saturna Capital
Washington
$228K – – –
SC
2948
Seldon Capital
California
$228K – – –
DBG
2949
De Burlo Group
Massachusetts
$227K -$17.6M -100,900 -99%
SFWC
2950
Strategic Family Wealth Counselors
New Jersey
$227K +$524 +3 +0.2%
116 117
118
119 120