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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2926
Consilio Wealth Advisors
Washington
$274K +$272K +1,826 New
MG
2927
McHugh Group
Ohio
$273K – – –
OPWM
2928
Oregon Pacific Wealth Management
Oregon
$273K +$2.08K +14 +0.8%
SB
2929
Sunflower Bank
Texas
$273K -$22.9K -154 -8%
PTC
2930
Petrus Trust Company
Texas
$272K +$270K +1,817 New
AWP
2931
Atlas Wealth Partners
Pennsylvania
$272K -$8.34K -56 -3%
PFA
2932
Pettinga Financial Advisors
Indiana
$272K – – –
MW
2933
Members Wealth
Pennsylvania
$271K -$9.23K -62 -3%
GKIM
2934
GW&K Investment Management
Massachusetts
$271K +$15K +101 +6%
PCMF
2935
Private Capital Management (Florida)
Florida
$271K +$269K +1,805 New
KBG
2936
Kahn Brothers Group
New York
$270K – – –
IF
2937
Ironwood Financial
Arizona
$270K +$1.79K +12 +0.7%
PC
2938
Prairiewood Capital
North Dakota
$270K – – –
TW
2939
Transform Wealth
Colorado
$269K – – –
CA
2940
Centerpoint Advisors
Massachusetts
$269K – – –
WMA
2941
Wealth Management Associates
New Jersey
$269K +$447 +3 +0.2%
DIP
2942
DT Investment Partners
Pennsylvania
$268K -$306K -2,059 -53%
HA
2943
Harfst & Associates
Wyoming
$268K – – –
TCB
2944
Texas Capital Bancshares
Texas
$268K – – –
FWP
2945
Fiduciary Wealth Partners
Massachusetts
$268K +$266K +1,787 New
WAOI
2946
Wealth Advisors of Iowa
Iowa
$268K +$5.06K +34 +2%
WCFA
2947
Walkner Condon Financial Advisors
Wisconsin
$268K +$9.82K +66 +4%
GWM
2948
Glass Wealth Management
Texas
$268K +$44.7K +300 +20%
CCC
2949
Compass Capital Corp
Massachusetts
$268K -$134K -900 -32%
FH
2950
FWG Holdings
Florida
$268K -$196K -1,319 -40%
116 117
118
119 120