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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3001
Provident Wealth Management
Tennessee
$253K – – –
GWM
3002
Glass Wealth Management
Texas
$253K -$21.3K -124 -8%
SJL
3003
Shayne & Jacobs LLC
Tennessee
$253K – – –
SPI
3004
Santori & Peters Inc
Pennsylvania
$252K +$172 +1 +0.1%
MKA
3005
M. Kulyk & Associates
Georgia
$251K -$515 -3 -0.2%
CFA
3006
Cahill Financial Advisors
Minnesota
$251K +$31.1K +181 +14%
GHA
3007
Granite Harbor Advisors
Texas
$251K +$254K +1,477 New
WFA
3008
Wade Financial Advisory
California
$251K -$184K -1,071 -42%
CCM
3009
Canal Capital Management
Virginia
$251K -$32.1K -187 -11%
PSCM
3010
Per Stirling Capital Management
Texas
$251K -$243K -1,415 -49%
CCG
3011
Coastwise Capital Group
California
$250K +$253K +1,472 New
GDP
3012
Great Diamond Partners
Maine
$250K -$79.9K -465 -24%
FAG
3013
Fortitude Advisory Group
Washington
$250K -$4.98K -29 -2%
GSAM
3014
Grant Street Asset Management
Pennsylvania
$250K -$7.04K -41 -3%
RWI
3015
Red Wave Investments
Pennsylvania
$250K – – –
AFS
3016
Axiom Financial Strategies
Indiana
$248K +$251K +1,461 New
AIP
3017
Almanack Investment Partners
Pennsylvania
$248K +$5.84K +34 +2%
CFP
3018
Curran Financial Partners
South Carolina
$247K +$250K +1,455 New
TW
3019
Traveka Wealth
California
$247K -$55.3K -322 -18%
HA
3020
HFG Advisors
Ohio
$247K – – –
CWMS
3021
Cannon Wealth Management Services
North Carolina
$247K +$249K +1,452 New
PCA
3022
Peddock Capital Advisors
Massachusetts
$246K -$5.5K -32 -2%
CFG
3023
Compton Financial Group
Maryland
$246K +$687 +4 +0.3%
SF
3024
Safeguard Financial
Wisconsin
$246K -$39.2K -228 -14%
PFG
3025
Prosperity Financial Group
California
$246K +$13.4K +78 +6%
119 120
121
122 123