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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2951
Kelly Financial Services
Massachusetts
$278K -$62.1K -379 -17%
BWA
2952
Burt Wealth Advisors
Maryland
$278K -$25.6K -156 -8%
TVAMP
2953
Tennessee Valley Asset Management Partners
Tennessee
$277K -$55.5K -339 -16%
TWM
2954
Tradition Wealth Management
Minnesota
$277K -$139K -850 -32%
VW
2955
Vance Wealth
California
$277K +$2.29K +14 +0.8%
MG
2956
McHugh Group
Ohio
$277K +$298K +1,820 New
SDAM
2957
Shulman DeMeo Asset Management
New York
$276K – – –
SFP
2958
Sandbox Financial Partners
Maryland
$276K +$8.19K +50 +3%
PFA
2959
Pettinga Financial Advisors
Indiana
$276K -$3.28K -20 -1%
SW
2960
SMART Wealth
Nebraska
$275K -$73.4K -448 -20%
OPWM
2961
Oregon Pacific Wealth Management
Oregon
$275K +$296K +1,806 New
FS
2962
Ferguson Shapiro
Georgia
$275K +$16.5K +101 +6%
ODIJL
2963
One Day In July LLC
Vermont
$274K -$147K -900 -33%
AI
2964
AXS Investments
New York
$274K -$2.13K -13 -0.7%
KBG
2965
Kahn Brothers Group
New York
$274K -$16.4K -100 -5%
TW
2966
Transform Wealth
Colorado
$274K +$294K +1,797 New
RMP
2967
Richards, Merrill & Peterson
Washington
$274K +$295K +1,801 New
OWM
2968
Orgel Wealth Management
Wisconsin
$274K – – –
TFA
2969
Tranquilli Financial Advisor
New Jersey
$274K +$6.55K +40 +2%
PC
2970
Prairiewood Capital
North Dakota
$274K +$295K +1,800 New
MPW
2971
Magnolia Private Wealth
Pennsylvania
$274K +$295K +1,799 New
HIS
2972
Horizon Investment Services
Indiana
$273K +$23.3K +142 +9%
GG
2973
Greenwood Gearhart
Arkansas
$273K +$68.2K +416 +30%
CA
2974
Centerpoint Advisors
Massachusetts
$273K – – –
GWA
2975
GGM Wealth Advisors
Maryland
$273K +$15.2K +93 +6%
117 118
119
120 121