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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
2976
JTC Employer Solutions Trustee
Jersey
$240K – – –
NPFS
2977
Novak & Powell Financial Services
Florida
$240K +$1.94K +13 +0.7%
MCM
2978
Monument Capital Management
Virginia
$239K -$99.9K -668 -27%
LFIA
2979
Legacy Financial Independent Advisors
Kentucky
$239K – – –
HBS
2980
Howard Bailey Securities
Indiana
$239K -$7.33K -49 -3%
CVA
2981
Central Valley Advisors
California
$239K -$33.2K -222 -11%
FF
2982
Farrell Financial
New York
$239K +$2.54K +17 +1%
CRI
2983
Colonial River Investments
Virginia
$239K -$19.7K -132 -7%
RWA
2984
Rooted Wealth Advisors
Illinois
$238K -$20K -134 -7%
SA
2985
Spectrum Advisors
Texas
$238K – – –
TTIC
2986
Tower Trust & Investment Company
Iowa
$237K – – –
RA
2987
Range Advisory
Virginia
$237K -$63.8K -427 -20%
ORC
2988
O'Rourke & Company
Massachusetts
$237K +$598 +4 +0.2%
NRG
2989
Nemes Rush Group
Michigan
$236K -$63.8K -427 -20%
CCA
2990
Clearwater Capital Advisors
Illinois
$236K -$95.2K -637 -27%
BOC
2991
Bull Oak Capital
California
$235K – – –
FFC
2992
Frederick Financial Consultants
Maryland
$235K +$449 +3 +0.2%
LWA
2993
Ledgewood Wealth Advisors
New Hampshire
$235K -$44.9K -300 -15%
BCM
2994
Blume Capital Management
California
$235K -$29.9K -200 -10%
MM
2995
Meridian Management
Arkansas
$235K – – –
SCA
2996
Sulzberger Capital Advisors
Florida
$234K -$39.5K -264 -13%
TFS
2997
truNorth Financial Services
Pennsylvania
$234K +$6.58K +44 +3%
OPF
2998
Old Peak Finance
North Carolina
$233K +$29.3K +196 +13%
MEAC
2999
M.E. Allison & Co
Texas
$233K +$60.3K +403 +31%
FFA
3000
Fi3 Financial Advisors
Indiana
$233K -$815K -5,449 -71%
118 119
120
121 122