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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SJL
3001
Shayne & Jacobs LLC
Tennessee
$253K – – –
SPI
3002
Santori & Peters Inc
Pennsylvania
$252K +$172 +1 +0.1%
MKA
3003
M. Kulyk & Associates
Georgia
$251K -$515 -3 -0.2%
CFA
3004
Cahill Financial Advisors
Minnesota
$251K +$31.1K +181 +14%
GHA
3005
Granite Harbor Advisors
Texas
$251K +$254K +1,477 New
WFA
3006
Wade Financial Advisory
California
$251K -$184K -1,071 -42%
CCM
3007
Canal Capital Management
Virginia
$251K -$32.1K -187 -11%
PSCM
3008
Per Stirling Capital Management
Texas
$251K -$243K -1,415 -49%
CCG
3009
Coastwise Capital Group
California
$250K +$253K +1,472 New
GDP
3010
Great Diamond Partners
Maine
$250K -$79.9K -465 -24%
FAG
3011
Fortitude Advisory Group
Washington
$250K -$4.98K -29 -2%
GSAM
3012
Grant Street Asset Management
Pennsylvania
$250K -$7.04K -41 -3%
RWI
3013
Red Wave Investments
Pennsylvania
$250K – – –
AFS
3014
Axiom Financial Strategies
Indiana
$248K +$251K +1,461 New
AIP
3015
Almanack Investment Partners
Pennsylvania
$248K +$5.84K +34 +2%
CFP
3016
Curran Financial Partners
South Carolina
$247K +$250K +1,455 New
TW
3017
Traveka Wealth
California
$247K -$55.3K -322 -18%
HA
3018
HFG Advisors
Ohio
$247K – – –
CWMS
3019
Cannon Wealth Management Services
North Carolina
$247K +$249K +1,452 New
PCA
3020
Peddock Capital Advisors
Massachusetts
$246K -$5.5K -32 -2%
CFG
3021
Compton Financial Group
Maryland
$246K +$687 +4 +0.3%
SF
3022
Safeguard Financial
Wisconsin
$246K -$39.2K -228 -14%
PFG
3023
Prosperity Financial Group
California
$246K +$13.4K +78 +6%
CSWG
3024
Cardinal Strategic Wealth Guidance
Kentucky
$245K -$51.5K -300 -17%
FI
3025
Finivi Inc
Massachusetts
$245K -$3.78K -22 -2%
119 120
121
122 123