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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
3001
Three Seasons Wealth
Utah
$269K – – –
AWP
3002
Abacus Wealth Partners
California
$269K +$7.24K +43 +3%
HWM
3003
Howard Wealth Management
Connecticut
$268K -$34.8K -207 -12%
PMG
3004
Private Management Group
California
$268K -$6.4K -38 -2%
MCAI
3005
Members Capital Advisors Inc
Wisconsin
$268K – – –
BWM
3006
BCS Wealth Management
Tennessee
$268K – – –
MKA
3007
M. Kulyk & Associates
Georgia
$267K +$168 +1 +0.1%
LWMG
3008
Levy Wealth Management Group
Pennsylvania
$267K – – –
SFS
3009
Starfox Financial Services
Texas
$267K -$5.05K -30 -2%
WSWA
3010
Warren Street Wealth Advisors
California
$267K -$30.3K -180 -11%
GCL
3011
Gouws Capital LLC
North Carolina
$267K – – –
FNC
3012
First National Corp
Massachusetts
$266K – – –
KLI
3013
Kelman-Lazarov Inc
Tennessee
$266K -$102K -606 -28%
PCA
3014
Peddock Capital Advisors
Massachusetts
$266K – – –
HPM
3015
Hoxton Planning & Management
West Virginia
$266K +$8.42K +50 +3%
CA
3016
Crewe Advisors
Utah
$266K +$256K +1,520 New
TFA
3017
Teamwork Financial Advisors
Texas
$266K -$160K -953 -39%
AA
3018
Aire Advisors
California
$265K +$3.54K +21 +1%
GSAM
3019
Grant Street Asset Management
Pennsylvania
$264K – – –
LF
3020
Lee Financial
Texas
$263K +$137K +813 +118%
KWM
3021
Kaydan Wealth Management
Michigan
$263K -$168 -1 -0.1%
KA
3022
Kercheville Advisors
Texas
$263K -$84.2K -500 -25%
TW
3023
Traveka Wealth
California
$262K +$38K +226 +18%
TF
3024
Tenon Financial
New Jersey
$262K +$252K +1,498 New
TA
3025
TruWealth Advisors
Louisiana
$260K +$13.1K +78 +6%
119 120
121
122 123