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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3001
TruWealth Advisors
Louisiana
$216K +$220K +1,633 New
CWM
3002
Crowley Wealth Management
Delaware
$215K – – –
DF
3003
Dunhill Financial
United Kingdom
$215K +$176K +1,303 +400%
SFP
3004
Sandbox Financial Partners
Maryland
$215K +$1.48K +11 +0.7%
BC
3005
Brio Consultants
California
$215K -$55.9K -415 -20%
CM
3006
Capital Management
Virginia
$214K – – –
MEAC
3007
M.E. Allison & Co
Texas
$214K +$218K +1,619 New
GAG
3008
GM Advisory Group
New York
$213K +$217K +1,614 New
AWM
3009
Ameliora Wealth Management
Switzerland
$213K – – –
AIFAIM
3010
American Institute for Advanced Investment Management
Arizona
$213K -$83.8K -622 -28%
PA
3011
PharVision Advisers
Florida
$213K +$217K +1,612 New
ECA
3012
Elevate Capital Advisors
Colorado
$213K +$217K +1,611 New
SGCA
3013
Steel Grove Capital Advisors
Tennessee
$213K – – –
NFA
3014
Northern Financial Advisors
Michigan
$212K -$105K -782 -33%
HIS
3015
Horizon Investment Services
Indiana
$211K -$14.7K -109 -6%
GFWA
3016
Grey Fox Wealth Advisors
Delaware
$210K -$4.04K -30 -2%
ACA
3017
Affinity Capital Advisors
California
$210K -$135 -1 -0.1%
CVA
3018
Central Valley Advisors
California
$209K -$35.2K -261 -14%
RW
3019
RVW Wealth
California
$209K -$42.3K -314 -17%
OP
3020
ORG Partners
Indiana
$209K +$23.3K +173 +13%
WFA
3021
WMG Financial Advisors
Tennessee
$208K +$30.3K +225 +17%
LCGC
3022
Legacy Capital Group California
California
$208K +$11K +82 +5%
TFIPS
3023
Towarzystwo Funduszy Inwestycyjnych PZU SA
$208K +$31.7K +235 +18%
AFW
3024
Atlantic Family Wealth
Florida
$207K -$674 -5 -0.3%
GG
3025
Greenwood Gearhart
Arkansas
$207K +$2.56K +19 +1%
119 120
121
122 123