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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
3001
Brookwood Investment Group
Arizona
$222K +$225K +1,579 New
WHCI
3002
W.H. Cornerstone Investments
Massachusetts
$221K +$2.14K +15 +1%
WP
3003
Wealthspan Partners
Iowa
$221K -$38K -266 -14%
TC
3004
TFR Capital
Texas
$220K +$4.86K +34 +2%
AFO
3005
Arrowroot Family Office
California
$220K -$231K -1,621 -51%
CWA
3006
Cornerstone Wealth Advisors
Minnesota
$220K – – –
TA
3007
TruWealth Advisors
Louisiana
$219K -$10K -70 -4%
SFP
3008
Sandbox Financial Partners
Maryland
$219K -$10K -70 -4%
GG
3009
Greenwood Gearhart
Arkansas
$219K -$1.57K -11 -0.7%
NWA
3010
New World Advisors
Massachusetts
$219K +$222K +1,557 New
FFG
3011
Fortress Financial Group
Minnesota
$218K +$2.14K +15 +1%
CCC
3012
Chelsea Counsel Company
California
$218K – – –
GSAM
3013
Grant Street Asset Management
Pennsylvania
$217K -$1.57K -11 -0.7%
VFPW
3014
Vantage Financial Partners (Wisconsin)
Wisconsin
$217K +$220K +1,544 New
MAG
3015
MRA Advisory Group
New Jersey
$217K -$3.14K -22 -1%
NL
3016
Navalign LLC
California
$216K -$143 -1 -0.1%
TSW
3017
Three Seasons Wealth
Utah
$216K – – –
HIS
3018
Horizon Investment Services
Indiana
$216K -$8.57K -60 -4%
PFG
3019
Prosperity Financial Group
California
$216K +$219K +1,536 New
MW
3020
Members Wealth
Pennsylvania
$216K +$215K +1,507 New
CWM
3021
Castle Wealth Management
Florida
$215K -$22.3K -156 -9%
MWM
3022
Manske Wealth Management
Texas
$215K – – –
EIA
3023
Eldridge Investment Advisors
New Hampshire
$214K – – –
CP
3024
Camelot Portfolios
Ohio
$214K – – –
TCM
3025
TD Capital Management
Tennessee
$213K +$428 +3 +0.2%
119 120
121
122 123