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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2976
BTC Capital Management
Iowa
$264K +$33.8K +230 +14%
TFA
2977
Tranquilli Financial Advisor
New Jersey
$263K -$3.53K -24 -1%
EW
2978
Element Wealth
Mississippi
$262K -$19.1K -130 -7%
TCM
2979
Traub Capital Management
Massachusetts
$262K – – –
MG
2980
McHugh Group
Ohio
$261K – – –
RIP
2981
Reliant Investment Partners
North Carolina
$261K -$3.67K -25 -1%
LIM
2982
Lathrop Investment Management
Arkansas
$260K -$882 -6 -0.3%
BGAI
2983
Bruce G. Allen Investments
Colorado
$260K +$27.6K +188 +12%
BFP
2984
Birchwood Financial Partners
Minnesota
$259K +$266K +1,807 New
WMA
2985
Wealth Management Associates
New Jersey
$259K +$5.88K +40 +2%
BAM
2986
Bosun Asset Management
Illinois
$259K – – –
TIA
2987
Tiemann Investment Advisors
California
$259K – – –
AG
2988
AmeriFlex Group
Nevada
$259K +$95.4K +649 +56%
BC
2989
Brio Consultants
California
$258K +$30.4K +207 +13%
ORAM
2990
One River Asset Management
Connecticut
$258K +$222K +1,508 +516%
KBG
2991
Kahn Brothers Group
New York
$258K – – –
PC
2992
Prairiewood Capital
North Dakota
$258K – – –
PHWM
2993
Pine Harbor Wealth Management
Maryland
$258K – – –
AA
2994
Aufman Associates
Pennsylvania
$258K – – –
VP
2995
Verum Partners
North Carolina
$258K +$12.5K +85 +5%
FH
2996
FWG Holdings
Florida
$258K -$8.08K -55 -3%
APWA
2997
Atlas Private Wealth Advisors
New Jersey
$257K -$21.2K -144 -7%
BFS
2998
BridgePort Financial Solutions
Iowa
$257K -$22K -150 -8%
BLWM
2999
Bucket List Wealth Management
Florida
$257K +$263K +1,787 New
SLWA
3000
San Luis Wealth Advisors
California
$257K -$26.3K -179 -9%
118 119
120
121 122