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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2926
TFC Financial Management
Massachusetts
$299K -$74K -475 -20%
RCG
2927
Ridge Creek Global
Ohio
$299K -$41.8K -268 -12%
KIA
2928
Knollwood Investment Advisory
Maryland
$299K – – –
PFA
2929
Presper Financial Architects
Ohio
$298K – – –
PWS
2930
Proactive Wealth Strategies
Georgia
$298K +$299K +1,920 New
HC
2931
Hara Capital
Washington
$298K – – –
RWA
2932
Rooted Wealth Advisors
Illinois
$297K -$7.63K -49 -3%
LAM
2933
Lifestyle Asset Management
Texas
$297K +$25.7K +165 +9%
SGWP
2934
Sun Group Wealth Partners
California
$297K +$298K +1,910 New
SDAM
2935
Shulman DeMeo Asset Management
New York
$296K +$4.83K +31 +2%
SPWG
2936
Sage Private Wealth Group
Illinois
$296K -$9.82K -63 -3%
CM
2937
Columbus Macro
Pennsylvania
$296K -$3.27K -21 -1%
WLIM
2938
White Lighthouse Investment Management
Massachusetts
$296K +$4.21K +27 +1%
GCP
2939
Gill Capital Partners
Colorado
$296K -$2.81K -18 -0.9%
CFS
2940
CGC Financial Services
Oregon
$295K -$25.6K -164 -8%
EW
2941
Element Wealth
Mississippi
$295K +$10.8K +69 +4%
CRI
2942
Colonial River Investments
Virginia
$294K -$312 -2 -0.1%
WFMPM
2943
Woodley Farra Manion Portfolio Management
Indiana
$294K -$5.61K -36 -2%
TAM
2944
Townsend Asset Management
North Carolina
$294K +$5.45K +35 +2%
AF
2945
Apollon Financial
South Carolina
$293K +$2.34K +15 +0.8%
BWP
2946
Barlow Wealth Partners
Kentucky
$292K -$48.6K -312 -14%
PFA
2947
Pettinga Financial Advisors
Indiana
$292K +$156 +1 +0.1%
KSWWM
2948
Keyes Stange & Wooten Wealth Management
Florida
$292K +$1.09K +7 +0.4%
DA
2949
Denali Advisors
California
$292K +$4.36K +28 +2%
CDWM
2950
Campbell Deegan Wealth Management
Virginia
$292K -$39.9K -256 -12%
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