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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
3026
Grey Fox Wealth Advisors
Delaware
$243K -$6.55K -44 -3%
DWM
3027
Drive Wealth Management
Utah
$243K -$595 -4 -0.2%
TCM
3028
TT Capital Management
California
$243K +$241K +1,619 New
CM
3029
Capital Management
Virginia
$243K – – –
SFP
3030
Sandbox Financial Partners
Maryland
$243K -$29.5K -198 -11%
AWM
3031
Ameliora Wealth Management
Switzerland
$242K – – –
NFG
3032
Northeast Financial Group
Pennsylvania
$242K +$240K +1,611 New
SGCA
3033
Steel Grove Capital Advisors
Tennessee
$241K -$7.29K -49 -3%
GP
3034
Greenline Partners
New York
$240K +$2.38K +16 +1%
SC
3035
Sawyer & Company
Massachusetts
$239K – – –
R
3036
Rebalance
California
$238K +$2.23K +15 +1%
RRCM
3037
Rappaport Reiches Capital Management
Illinois
$238K +$6.85K +46 +3%
BWFA
3038
Baltimore-Washington Financial Advisors
Maryland
$238K +$11.9K +80 +5%
FEM
3039
Fulcrum Equity Management
Texas
$238K -$20.1K -135 -8%
TTIC
3040
Tower Trust & Investment Company
Iowa
$238K +$261K +1,753 New
KLI
3041
Kelman-Lazarov Inc
Tennessee
$237K -$8.93K -60 -4%
FMP
3042
Financial Management Professionals
Texas
$237K +$3.13K +21 +1%
OFG
3043
OmniStar Financial Group
North Carolina
$236K -$260K -1,744 -53%
ODIJL
3044
One Day In July LLC
Vermont
$236K -$33.8K -227 -13%
KWM
3045
Keebeck Wealth Management
Illinois
$236K +$234K +1,574 New
AFW
3046
Atlantic Family Wealth
Florida
$236K +$7.59K +51 +3%
NED
3047
Nancy E. Dempze
$235K -$13.4K -90 -5%
KWA
3048
Kellett Wealth Advisors
Ohio
$235K +$2.38K +16 +1%
CWA
3049
Cornerstone Wealth Advisors
Minnesota
$235K -$1.19K -8 -0.5%
AWM
3050
Accredited Wealth Management
Kentucky
$234K +$16.2K +109 +8%
120 121
122
123 124