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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RBWA
2951
RFG - Bristol Wealth Advisors
Massachusetts
$247K +$5.98K +40 +2%
LAM
2952
Lifestyle Asset Management
Texas
$247K -$13.6K -91 -5%
SI
2953
Saxon Interests
Texas
$247K +$272K +1,822 New
MG
2954
McHugh Group
Ohio
$246K – – –
BFS
2955
BridgePort Financial Solutions
Iowa
$246K -$1.94K -13 -0.7%
GWM
2956
Glass Wealth Management
Texas
$246K +$4.63K +31 +2%
RIP
2957
Reliant Investment Partners
North Carolina
$246K – – –
CWM
2958
Centurion Wealth Management
Virginia
$245K -$48.9K -327 -15%
TW
2959
Towerpoint Wealth
California
$245K -$3.14K -21 -1%
LIM
2960
Lathrop Investment Management
Arkansas
$245K – – –
LWMNY
2961
Landmark Wealth Management (New York)
New York
$245K – – –
BAM
2962
Bosun Asset Management
Illinois
$245K – – –
OCWP
2963
Owl Creek Wealth Partners
Colorado
$244K +$23K +154 +9%
PHWM
2964
Pine Harbor Wealth Management
Maryland
$244K +$150 +1 +0.1%
KBG
2965
Kahn Brothers Group
New York
$244K – – –
PC
2966
Prairiewood Capital
North Dakota
$244K – – –
CA
2967
Clune & Associates
Illinois
$244K – – –
AA
2968
Aufman Associates
Pennsylvania
$243K – – –
CFS
2969
Cannon Financial Strategists
Georgia
$243K +$269K +1,796 New
GAB
2970
German American Bancorp
Indiana
$243K -$93.9K -628 -26%
ACA
2971
Aspire Capital Advisors
Washington
$242K +$598 +4 +0.2%
HA
2972
Harfst & Associates
Wyoming
$242K – – –
BFP
2973
Birchwood Financial Partners
Minnesota
$241K – – –
FWP
2974
Flatrock Wealth Partners
California
$241K -$143K -956 -35%
MA
2975
Maxele Advisors
Missouri
$240K +$265K +1,775 New
117 118
119
120 121