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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
2926
Facet Wealth Inc
Maryland
$286K +$77.5K +451 +35%
MF
2927
Manchester Financial
California
$286K +$5.67K +33 +2%
RPSA
2928
Richard P. Slaughter Associates
Texas
$286K – – –
HA
2929
Hanover Advisors
South Carolina
$285K -$14.4K -84 -5%
RCYC
2930
Richard C. Young & Co
Rhode Island
$284K +$8.76K +51 +3%
RW
2931
RVW Wealth
California
$284K +$70.6K +411 +33%
WRPWM
2932
Werba Rubin Papier Wealth Management
California
$283K +$22.7K +132 +9%
CAM
2933
Claret Asset Management
Quebec, Canada
$283K – – –
AC
2934
ASB Consultores
Florida
$282K – – –
M1FG
2935
Mach-1 Financial Group
Arkansas
$282K +$12.2K +71 +4%
RFA
2936
ROI Financial Advisors
Oregon
$281K +$52.6K +306 +23%
HIS
2937
Horizon Investment Services
Indiana
$281K -$6.87K -40 -2%
SA
2938
Skyline Advisors
Washington
$281K – – –
OAM
2939
Oxford Asset Management
United Kingdom
$280K +$283K +1,648 New
SRC
2940
Sage Rhino Capital
California
$280K -$1.03K -6 -0.4%
OBGC
2941
O'Brien Greene & Co
Pennsylvania
$279K -$73K -425 -21%
TCMP
2942
Thrive Capital Management (Pennsylvania)
Pennsylvania
$279K +$40.5K +236 +17%
FL
2943
Fort LP
Maryland
$278K -$4.47K -26 -2%
MA
2944
MKT Advisors
California
$278K -$15.5K -90 -5%
LSA
2945
Lansing Street Advisors
Pennsylvania
$278K +$17.7K +103 +7%
FCM
2946
Firestone Capital Management
Florida
$278K – – –
EIA
2947
Eldridge Investment Advisors
New Hampshire
$277K – – –
SA
2948
SL Advisors
New Jersey
$276K -$62.7K -365 -18%
CM
2949
Capital Management
Virginia
$275K – – –
VP
2950
Verum Partners
North Carolina
$275K +$21.6K +126 +8%
116 117
118
119 120