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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2951
Financial Perspectives
Minnesota
$240K – – –
RCYC
2952
Richard C. Young & Co
Rhode Island
$240K +$18.7K +100 +8%
DBG
2953
De Burlo Group
Massachusetts
$240K +$9.33K +50 +4%
BAM
2954
BOS Asset Management
Illinois
$240K +$30.4K +163 +14%
ACM
2955
Armbruster Capital Management
New York
$240K – – –
CS
2956
Capital Square
Tennessee
$240K +$241K +1,294 New
TCMP
2957
Thrive Capital Management (Pennsylvania)
Pennsylvania
$240K +$3.92K +21 +2%
AFGAS
2958
Allegiance Financial Group Advisory Services
Virginia
$239K +$560 +3 +0.2%
RW
2959
RVW Wealth
California
$239K – – –
PWM
2960
PRW Wealth Management
Massachusetts
$238K +$33.6K +180 +16%
SC
2961
Sawyer & Company
Massachusetts
$238K – – –
FFA
2962
Fairfield Financial Advisors
Massachusetts
$238K +$1.31K +7 +0.5%
AT
2963
Arvest Trust
Oklahoma
$238K +$13.1K +70 +6%
TWM
2964
TriaGen Wealth Management
California
$238K +$1.68K +9 +0.7%
MAM
2965
Milestone Asset Management
Pennsylvania
$238K -$187 -1 -0.1%
NJBEST
2966
New Jersey Better Educational Savings Trust
New Jersey
$237K – – –
MF
2967
Manchester Financial
California
$237K -$42.4K -227 -15%
BWM
2968
Bulltick Wealth Management
Florida
$236K -$4.48M -23,988 -95%
DSA
2969
Droms Strauss Advisors
Missouri
$236K +$373 +2 +0.2%
MFA
2970
Millington Financial Advisors
Illinois
$235K +$9.33K +50 +4%
NLP
2971
Next Level Private
New York
$235K +$238K +1,276 New
AWA
2972
Acorn Wealth Advisors
Michigan
$235K +$18.5K +99 +8%
TWM
2973
Tolleson Wealth Management
Texas
$235K +$237K +1,270 New
WCAMG
2974
Woodard & Company Asset Management Group
North Carolina
$234K – – –
PTCG
2975
Pring Turner Capital Group
California
$234K – – –
117 118
119
120 121