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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2976
Provident Wealth Management
Tennessee
$279K – – –
HAM
2977
Harmony Asset Management
Arizona
$279K +$268K +1,594 New
CCM
2978
Crew Capital Management
Ohio
$279K +$24.1K +143 +10%
GP
2979
Greenline Partners
New York
$278K – – –
NCTC
2980
New Covenant Trust Company
Indiana
$277K +$266K +1,581 New
WCFA
2981
Walkner Condon Financial Advisors
Wisconsin
$276K +$34.8K +207 +15%
CM
2982
Columbus Macro
Pennsylvania
$276K -$1.85K -11 -0.7%
R
2983
Rebalance
California
$276K -$842 -5 -0.3%
CWA
2984
Cornerstone Wealth Advisors
Minnesota
$275K – – –
PAG
2985
Private Advisory Group
Washington
$275K +$5.72K +34 +2%
RCYC
2986
Richard C. Young & Co
Rhode Island
$275K +$2.02K +12 +0.8%
CCWM
2987
Correct Capital Wealth Management
Missouri
$274K -$24.2K -144 -8%
ODIJL
2988
One Day In July LLC
Vermont
$274K +$43.6K +259 +20%
CIA
2989
Cohen Investment Advisors
New Hampshire
$273K – – –
SAM
2990
Secure Asset Management
Michigan
$273K -$174K -1,034 -40%
LCS
2991
Levin Capital Strategies
New York
$272K -$42.1K -250 -14%
TWA
2992
Talisman Wealth Advisors
New Jersey
$272K +$11.4K +68 +5%
SFMG
2993
Sage Financial Management Group
Virginia
$272K -$7.07K -42 -3%
CFSG
2994
Clark Financial Services Group
Missouri
$272K +$60.3K +358 +30%
GWA
2995
GGM Wealth Advisors
Maryland
$272K -$175K -1,037 -39%
FL
2996
Fort LP
Maryland
$272K -$23.1K -137 -8%
CWA
2997
CJM Wealth Advisers
Virginia
$271K +$21.2K +126 +9%
SRA
2998
Secured Retirement Advisors
Minnesota
$271K +$8.08K +48 +3%
TI
2999
Truepoint Inc
Ohio
$271K -$707K -4,199 -73%
FA
3000
FSA Advisors
Michigan
$270K +$18.4K +109 +8%
118 119
120
121 122