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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2926
JSF Financial
California
$274K -$447 -3 -0.2%
BWA
2927
Burt Wealth Advisors
Maryland
$274K – – –
HNWA
2928
Henrickson Nauta Wealth Advisors
Michigan
$274K +$17.3K +116 +7%
CWA
2929
Consilio Wealth Advisors
Washington
$274K +$272K +1,826 New
MG
2930
McHugh Group
Ohio
$273K – – –
OPWM
2931
Oregon Pacific Wealth Management
Oregon
$273K +$2.08K +14 +0.8%
SB
2932
Sunflower Bank
Texas
$273K -$22.9K -154 -8%
PTC
2933
Petrus Trust Company
Texas
$272K +$270K +1,817 New
AWP
2934
Atlas Wealth Partners
Pennsylvania
$272K -$8.34K -56 -3%
PFA
2935
Pettinga Financial Advisors
Indiana
$272K – – –
MW
2936
Members Wealth
Pennsylvania
$271K -$9.23K -62 -3%
GKIM
2937
GW&K Investment Management
Massachusetts
$271K +$15K +101 +6%
PCMF
2938
Private Capital Management (Florida)
Florida
$271K +$269K +1,805 New
KBG
2939
Kahn Brothers Group
New York
$270K – – –
IF
2940
Ironwood Financial
Arizona
$270K +$1.79K +12 +0.7%
PC
2941
Prairiewood Capital
North Dakota
$270K – – –
TW
2942
Transform Wealth
Colorado
$269K – – –
CA
2943
Centerpoint Advisors
Massachusetts
$269K – – –
WMA
2944
Wealth Management Associates
New Jersey
$269K +$447 +3 +0.2%
DIP
2945
DT Investment Partners
Pennsylvania
$268K -$306K -2,059 -53%
HA
2946
Harfst & Associates
Wyoming
$268K – – –
TCB
2947
Texas Capital Bancshares
Texas
$268K – – –
FWP
2948
Fiduciary Wealth Partners
Massachusetts
$268K +$266K +1,787 New
WAOI
2949
Wealth Advisors of Iowa
Iowa
$268K +$5.06K +34 +2%
WCFA
2950
Walkner Condon Financial Advisors
Wisconsin
$268K +$9.82K +66 +4%
116 117
118
119 120