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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2951
Aufman Associates
Pennsylvania
$229K – – –
SMF
2952
Scott Marsh Financial
Utah
$229K +$234K +1,736 New
AWA
2953
Acorn Wealth Advisors
Michigan
$229K -$3.1K -23 -1%
NCTC
2954
New Covenant Trust Company
Indiana
$229K -$18.7K -139 -7%
OFG
2955
OmniStar Financial Group
North Carolina
$228K +$21.8K +162 +10%
MF
2956
Manchester Financial
California
$228K +$7.27K +54 +3%
CWM
2957
Circle Wealth Management
New Jersey
$227K -$34.5K -256 -13%
KLI
2958
Kelman-Lazarov Inc
Tennessee
$227K +$18.1K +134 +8%
OCM
2959
Orser Capital Management
Texas
$226K – – –
DIP
2960
DT Investment Partners
Pennsylvania
$226K -$11K -82 -5%
AC
2961
Allstate Corporation
Illinois
$225K -$5.47M -40,585 -96%
RFN
2962
RDA Financial Network
Iowa
$225K -$18.9K -140 -8%
DI
2963
Disciplined Investments
Oklahoma
$225K -$4.18K -31 -2%
AFA
2964
American Financial Advisors
Georgia
$225K +$8.62K +64 +4%
QFW
2965
QTR Family Wealth
Florida
$225K +$230K +1,705 New
BFM
2966
Boothbay Fund Management
New York
$225K -$840K -6,238 -79%
RIS
2967
Retirement Income Solutions
Michigan
$224K +$9.16K +68 +4%
PWM
2968
Penobscot Wealth Management
Maine
$224K -$943 -7 -0.4%
RIM
2969
Rockbridge Investment Management
New York
$224K -$43.4K -322 -16%
CWM
2970
C2C Wealth Management
Arizona
$224K -$12.1K -90 -5%
ERWM
2971
Elk River Wealth Management
Colorado
$223K -$69.2K -514 -23%
BWM
2972
BCS Wealth Management
Tennessee
$223K +$228K +1,690 New
CWM
2973
Castle Wealth Management
Florida
$223K -$39.7K -295 -15%
EW
2974
Element Wealth
Mississippi
$222K +$227K +1,685 New
BFF
2975
Byrne Financial Freedom
Massachusetts
$222K +$943 +7 +0.4%
117 118
119
120 121