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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2951
Prairiewood Capital
North Dakota
$244K – – –
CA
2952
Clune & Associates
Illinois
$244K – – –
AA
2953
Aufman Associates
Pennsylvania
$243K – – –
CFS
2954
Cannon Financial Strategists
Georgia
$243K +$269K +1,796 New
GAB
2955
German American Bancorp
Indiana
$243K -$93.9K -628 -26%
ACA
2956
Aspire Capital Advisors
Washington
$242K +$598 +4 +0.2%
HA
2957
Harfst & Associates
Wyoming
$242K – – –
BFP
2958
Birchwood Financial Partners
Minnesota
$241K – – –
FWP
2959
Flatrock Wealth Partners
California
$241K -$143K -956 -35%
MA
2960
Maxele Advisors
Missouri
$240K +$265K +1,775 New
JEST
2961
JTC Employer Solutions Trustee
Jersey
$240K – – –
NPFS
2962
Novak & Powell Financial Services
Florida
$240K +$1.94K +13 +0.7%
MCM
2963
Monument Capital Management
Virginia
$239K -$99.9K -668 -27%
LFIA
2964
Legacy Financial Independent Advisors
Kentucky
$239K – – –
HBS
2965
Howard Bailey Securities
Indiana
$239K -$7.33K -49 -3%
CVA
2966
Central Valley Advisors
California
$239K -$33.2K -222 -11%
FF
2967
Farrell Financial
New York
$239K +$2.54K +17 +1%
CRI
2968
Colonial River Investments
Virginia
$239K -$19.7K -132 -7%
RWA
2969
Rooted Wealth Advisors
Illinois
$238K -$20K -134 -7%
TTIC
2970
Tower Trust & Investment Company
Iowa
$237K – – –
ORC
2971
O'Rourke & Company
Massachusetts
$237K +$598 +4 +0.2%
NRG
2972
Nemes Rush Group
Michigan
$236K -$63.8K -427 -20%
CCA
2973
Clearwater Capital Advisors
Illinois
$236K -$95.2K -637 -27%
BOC
2974
Bull Oak Capital
California
$235K – – –
FFC
2975
Frederick Financial Consultants
Maryland
$235K +$449 +3 +0.2%
117 118
119
120 121