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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
3026
Lakeshore Financial Planning
Michigan
$248K -$11.9K -72 -5%
SAIG
3027
Semper Augustus Investments Group
Colorado
$247K – – –
HFS
3028
Heritage Financial Services
Massachusetts
$247K +$43.8K +264 +22%
FCFC
3029
First Citizens Financial Corp
Iowa
$247K – – –
VFPI
3030
Vantage Financial Partners (Illinois)
Illinois
$247K +$241K +1,455 New
CCA
3031
Conestoga Capital Advisors
Pennsylvania
$246K – – –
CCM
3032
Crew Capital Management
Ohio
$246K +$5.8K +35 +2%
AP
3033
Arlington Partners
Alabama
$246K -$93.7K -565 -28%
WCM
3034
Wallace Capital Management
Texas
$246K -$12.4K -75 -5%
LSWM
3035
Lorne Steinberg Wealth Management
Canada
$245K – – –
PFA
3036
Pathway Financial Advisors
Vermont
$245K -$10.8K -65 -4%
DFC
3037
DBK Financial Counsel
Ohio
$245K -$13.4K -81 -5%
CFG
3038
Compton Financial Group
Maryland
$243K – – –
FA
3039
FSA Advisors
Michigan
$243K +$237K +1,432 New
HCP
3040
Holt Capital Partners
Texas
$242K – – –
CWA
3041
CJM Wealth Advisers
Virginia
$242K – – –
LCWP
3042
Legacy Capital Wealth Partners
Arkansas
$241K +$20.2K +122 +9%
TA
3043
TruWealth Advisors
Louisiana
$239K +$166 +1 +0.1%
BCAM
3044
Boston Common Asset Management
Massachusetts
$238K -$152K -915 -40%
JSA
3045
Jacobson & Schmitt Advisors
Wisconsin
$238K -$2.32K -14 -1%
PIFP
3046
Partners in Financial Planning
Virginia
$238K – – –
OAM
3047
Occidental Asset Management
California
$237K +$1.66K +10 +0.7%
AFS
3048
Axiom Financial Strategies
Indiana
$237K -$20.7K -125 -8%
JCM
3049
Jacobsen Capital Management
Utah
$237K -$167K -1,009 -42%
SI
3050
Saxon Interests
Texas
$236K -$1.83M -11,009 -89%
120 121
122
123 124