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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
3026
Cardinal Strategic Wealth Guidance
Kentucky
$245K -$51.5K -300 -17%
FI
3027
Finivi Inc
Massachusetts
$245K -$3.78K -22 -2%
PC
3028
Port Capital
Illinois
$245K -$3.44K -20 -1%
LFP
3029
Lakeshore Financial Planning
Michigan
$244K +$515 +3 +0.2%
WAG
3030
Windsor Advisory Group
Ohio
$244K +$247K +1,435 New
AA
3031
Aire Advisors
California
$244K -$13.9K -81 -5%
FF
3032
Farrell Financial
New York
$243K +$1.72K +10 +0.7%
HCP
3033
Holt Capital Partners
Texas
$242K – – –
PMG
3034
Private Management Group
California
$241K -$14.6K -85 -6%
MC
3035
McCarthy & Cox
Ohio
$241K +$243K +1,415 New
HAM
3036
Harmony Asset Management
Arizona
$241K +$243K +1,414 New
WN
3037
Williams & Novak
California
$240K -$68.7K -400 -22%
SWA
3038
Safir Wealth Advisors
New Hampshire
$240K – – –
CFO
3039
Collective Family Office
Pennsylvania
$239K +$4.29K +25 +2%
MKW
3040
Mullaney, Keating & Wright
Connecticut
$239K – – –
WMP
3041
Wealth Management Partners
Arizona
$239K -$3.78K -22 -2%
SHFP
3042
Second Half Financial Partners
Florida
$239K +$241K +1,404 New
FI
3043
Fosun International
China
$239K +$241K +1,403 New
JSA
3044
Jacobson & Schmitt Advisors
Wisconsin
$238K – – –
BCAM
3045
Boston Common Asset Management
Massachusetts
$238K – – –
AWA
3046
Amplius Wealth Advisors
Pennsylvania
$238K -$14.1K -82 -6%
PIFP
3047
Partners in Financial Planning
Virginia
$238K – – –
SN
3048
Sittner & Nelson
Oregon
$237K -$5.15K -30 -2%
TA
3049
TruWealth Advisors
Louisiana
$236K -$15.8K -92 -6%
DFA
3050
DHK Financial Advisors
New Hampshire
$236K -$2.75K -16 -1%
120 121
122
123 124