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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
3026
MRA Advisory Group
New Jersey
$207K -$57.8K -429 -22%
CWA
3027
Cornerstone Wealth Advisors
Minnesota
$207K – – –
WHCI
3028
W.H. Cornerstone Investments
Massachusetts
$206K -$43.5K -323 -17%
SA
3029
Sovran Advisors
California
$206K -$126K -933 -38%
OIS
3030
OneAscent Investment Solutions
Alabama
$206K +$210K +1,557 New
SFS
3031
Summit Financial Strategies
Ohio
$206K +$7.27K +54 +4%
PAS
3032
PKS Advisory Services
New York
$206K +$5.52K +41 +3%
GSAM
3033
Grant Street Asset Management
Pennsylvania
$206K +$12.1K +90 +6%
CIA
3034
Cohen Investment Advisors
New Hampshire
$206K – – –
MA
3035
MKT Advisors
California
$206K -$2.83K -21 -1%
BMM
3036
Berkshire Money Management
Massachusetts
$206K – – –
SFG
3037
Seamount Financial Group
Colorado
$205K +$209K +1,553 New
WTFG
3038
Wood Tarver Financial Group
Idaho
$205K -$404 -3 -0.2%
UBG
3039
United Bank (Georgia)
Georgia
$205K – – –
CCC
3040
Chelsea Counsel Company
California
$205K – – –
BBPWM
3041
Blue Bell Private Wealth Management
Pennsylvania
$205K +$149K +1,104 +248%
SIAG
3042
Safeguard Investment Advisory Group
California
$204K -$94.2K -699 -31%
SGI
3043
Swan Global Investments
Colorado
$204K +$208K +1,545 New
MAG
3044
M3 Advisory Group
Massachusetts
$204K +$208K +1,542 New
NL
3045
Navalign LLC
California
$204K +$3.91K +29 +2%
WCFA
3046
Walkner Condon Financial Advisors
Wisconsin
$204K -$32.9K -244 -14%
TSW
3047
Three Seasons Wealth
Utah
$203K – – –
FFG
3048
Fortress Financial Group
Minnesota
$203K +$6.74K +50 +3%
FPGK
3049
Financial Partners Group (Kansas)
Kansas
$203K +$207K +1,538 New
TC
3050
TFR Capital
Texas
$203K +$2.02K +15 +1%
120 121
122
123 124