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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
3026
Port Capital
Illinois
$245K -$3.44K -20 -1%
LFP
3027
Lakeshore Financial Planning
Michigan
$244K +$515 +3 +0.2%
WAG
3028
Windsor Advisory Group
Ohio
$244K +$247K +1,435 New
AA
3029
Aire Advisors
California
$244K -$13.9K -81 -5%
FF
3030
Farrell Financial
New York
$243K +$1.72K +10 +0.7%
HCP
3031
Holt Capital Partners
Texas
$242K – – –
PMG
3032
Private Management Group
California
$241K -$14.6K -85 -6%
MC
3033
McCarthy & Cox
Ohio
$241K +$243K +1,415 New
HAM
3034
Harmony Asset Management
Arizona
$241K +$243K +1,414 New
WN
3035
Williams & Novak
California
$240K -$68.7K -400 -22%
SWA
3036
Safir Wealth Advisors
New Hampshire
$240K – – –
CFO
3037
Collective Family Office
Pennsylvania
$239K +$4.29K +25 +2%
MKW
3038
Mullaney, Keating & Wright
Connecticut
$239K – – –
WMP
3039
Wealth Management Partners
Arizona
$239K -$3.78K -22 -2%
SHFP
3040
Second Half Financial Partners
Florida
$239K +$241K +1,404 New
FI
3041
Fosun International
China
$239K +$241K +1,403 New
JSA
3042
Jacobson & Schmitt Advisors
Wisconsin
$238K – – –
BCAM
3043
Boston Common Asset Management
Massachusetts
$238K – – –
AWA
3044
Amplius Wealth Advisors
Pennsylvania
$238K -$14.1K -82 -6%
PIFP
3045
Partners in Financial Planning
Virginia
$238K – – –
SN
3046
Sittner & Nelson
Oregon
$237K -$5.15K -30 -2%
TA
3047
TruWealth Advisors
Louisiana
$236K -$15.8K -92 -6%
DFA
3048
DHK Financial Advisors
New Hampshire
$236K -$2.75K -16 -1%
HP
3049
HT Partners
Connecticut
$236K – – –
PCM
3050
Pennsylvania Capital Management
Pennsylvania
$236K +$13.1K +76 +6%
120 121
122
123 124