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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
3026
Capital Management
Virginia
$243K – – –
SFP
3027
Sandbox Financial Partners
Maryland
$243K -$29.5K -198 -11%
AWM
3028
Ameliora Wealth Management
Switzerland
$242K – – –
NFG
3029
Northeast Financial Group
Pennsylvania
$242K +$240K +1,611 New
SGCA
3030
Steel Grove Capital Advisors
Tennessee
$241K -$7.29K -49 -3%
GP
3031
Greenline Partners
New York
$240K +$2.38K +16 +1%
SC
3032
Sawyer & Company
Massachusetts
$239K – – –
R
3033
Rebalance
California
$238K +$2.23K +15 +1%
RRCM
3034
Rappaport Reiches Capital Management
Illinois
$238K +$6.85K +46 +3%
BWFA
3035
Baltimore-Washington Financial Advisors
Maryland
$238K +$11.9K +80 +5%
FEM
3036
Fulcrum Equity Management
Texas
$238K -$20.1K -135 -8%
TTIC
3037
Tower Trust & Investment Company
Iowa
$238K +$261K +1,753 New
KLI
3038
Kelman-Lazarov Inc
Tennessee
$237K -$8.93K -60 -4%
FMP
3039
Financial Management Professionals
Texas
$237K +$3.13K +21 +1%
OFG
3040
OmniStar Financial Group
North Carolina
$236K -$260K -1,744 -53%
ODIJL
3041
One Day In July LLC
Vermont
$236K -$33.8K -227 -13%
KWM
3042
Keebeck Wealth Management
Illinois
$236K +$234K +1,574 New
AFW
3043
Atlantic Family Wealth
Florida
$236K +$7.59K +51 +3%
NED
3044
Nancy E. Dempze
$235K -$13.4K -90 -5%
KWA
3045
Kellett Wealth Advisors
Ohio
$235K +$2.38K +16 +1%
CWA
3046
Cornerstone Wealth Advisors
Minnesota
$235K -$1.19K -8 -0.5%
AWM
3047
Accredited Wealth Management
Kentucky
$234K +$16.2K +109 +8%
M1FG
3048
Mach-1 Financial Group
Arkansas
$234K +$232K +1,560 New
CIA
3049
Cohen Investment Advisors
New Hampshire
$234K – – –
RA
3050
Rise Advisors
New York
$234K +$49.6K +333 +27%
120 121
122
123 124