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PEP

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