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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
2926
Beirne Wealth Consulting Services
Connecticut
$251K -$43.7K -234 -15%
CPA
2927
Capital Planning Advisors
California
$251K +$47.2K +253 +23%
TSS
2928
Two Sigma Securities
New York
$250K -$1.96M -10,520 -89%
IWP
2929
IAG Wealth Partners
Wisconsin
$249K -$46.5K -249 -16%
PCMK
2930
Paragon Capital Management (Kansas)
Kansas
$249K – – –
W
2931
WealthOne
New York
$247K +$746 +4 +0.3%
RAM
2932
Riggs Asset Management
Pennsylvania
$247K -$71.7K -384 -22%
LTI
2933
Laffer Tengler Investments
Tennessee
$247K – – –
AW
2934
Alaethes Wealth
Nevada
$246K – – –
SWM
2935
Selective Wealth Management
Virginia
$246K +$249K +1,333 New
PCM
2936
Pennsylvania Capital Management
Pennsylvania
$245K +$2.43K +13 +1%
MF
2937
Meridian Financial
Massachusetts
$244K +$2.99K +16 +1%
HFA
2938
High Falls Advisors
New York
$244K -$9.14K -49 -4%
PAG
2939
Paladin Advisory Group
Iowa
$243K – – –
EWP
2940
Elevation Wealth Partners
California
$243K – – –
LFS
2941
Legacy Financial Strategies
Kansas
$243K -$1.68K -9 -0.7%
BAM
2942
Brave Asset Management
New Jersey
$242K – – –
CFAM
2943
Coury Firm Asset Management
Pennsylvania
$242K – – –
HFW
2944
Horizon Family Wealth
Illinois
$242K -$22.4K -120 -8%
MAS
2945
Madden Advisory Services
Florida
$242K +$373 +2 +0.2%
HWM
2946
Howard Wealth Management
Connecticut
$241K – – –
JLBC
2947
J.L. Bainbridge & Co
Florida
$241K – – –
MAP
2948
Milestone Advisory Partners
North Carolina
$241K – – –
FFM
2949
Flagstone Financial Management
Nebraska
$240K +$17.5K +94 +8%
FP
2950
Financial Perspectives
Minnesota
$240K – – –
116 117
118
119 120