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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
3001
Wealthspan Partners
Iowa
$221K -$38K -266 -14%
TC
3002
TFR Capital
Texas
$220K +$4.86K +34 +2%
AFO
3003
Arrowroot Family Office
California
$220K -$231K -1,621 -51%
CWA
3004
Cornerstone Wealth Advisors
Minnesota
$220K – – –
TA
3005
TruWealth Advisors
Louisiana
$219K -$10K -70 -4%
SFP
3006
Sandbox Financial Partners
Maryland
$219K -$10K -70 -4%
GG
3007
Greenwood Gearhart
Arkansas
$219K -$1.57K -11 -0.7%
NWA
3008
New World Advisors
Massachusetts
$219K +$222K +1,557 New
FFG
3009
Fortress Financial Group
Minnesota
$218K +$2.14K +15 +1%
CCC
3010
Chelsea Counsel Company
California
$218K – – –
GSAM
3011
Grant Street Asset Management
Pennsylvania
$217K -$1.57K -11 -0.7%
VFPW
3012
Vantage Financial Partners (Wisconsin)
Wisconsin
$217K +$220K +1,544 New
MAG
3013
MRA Advisory Group
New Jersey
$217K -$3.14K -22 -1%
NL
3014
Navalign LLC
California
$216K -$143 -1 -0.1%
TSW
3015
Three Seasons Wealth
Utah
$216K – – –
HIS
3016
Horizon Investment Services
Indiana
$216K -$8.57K -60 -4%
PFG
3017
Prosperity Financial Group
California
$216K +$219K +1,536 New
MW
3018
Members Wealth
Pennsylvania
$216K +$215K +1,507 New
CWM
3019
Castle Wealth Management
Florida
$215K -$22.3K -156 -9%
MWM
3020
Manske Wealth Management
Texas
$215K – – –
EIA
3021
Eldridge Investment Advisors
New Hampshire
$214K – – –
CP
3022
Camelot Portfolios
Ohio
$214K – – –
TCM
3023
TD Capital Management
Tennessee
$213K +$428 +3 +0.2%
CA
3024
Clune & Associates
Illinois
$213K -$55.7K -390 -20%
ECA
3025
Elevate Capital Advisors
Colorado
$213K -$13.3K -93 -6%
119 120
121
122 123