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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3026
Brendel Financial Advisors
New Hampshire
$250K – – –
BOC
3027
Bull Oak Capital
California
$250K +$256K +1,739 New
NPFS
3028
Novak & Powell Financial Services
Florida
$249K -$6.46K -44 -2%
NMCM
3029
Nicholson Meyer Capital Management
Missouri
$249K -$11.8K -80 -4%
MWM
3030
Mosley Wealth Management
California
$249K +$263K +1,793 New
MM
3031
Meridian Management
Arkansas
$249K – – –
GCWM
3032
Graham Capital Wealth Management
District of Columbia
$248K – – –
NWA
3033
New World Advisors
Massachusetts
$248K +$25.3K +172 +11%
SP
3034
Sherman Porfolios
Idaho
$247K +$8.23K +56 +3%
RFS
3035
Richardson Financial Services
Massachusetts
$247K -$80.5K -548 -24%
SN
3036
Sittner & Nelson
Oregon
$247K +$14K +95 +7%
MHR
3037
Matthew Hamilton Rosenberg
$247K +$39.1K +266 +18%
OFW
3038
Omnia Family Wealth
Florida
$247K – – –
JF
3039
JSF Financial
California
$246K +$3.67K +25 +1%
UBG
3040
United Bank (Georgia)
Georgia
$246K +$9.55K +65 +4%
FF
3041
Farrell Financial
New York
$246K +$29.4K +200 +13%
NCTC
3042
New Covenant Trust Company
Indiana
$246K +$2.35K +16 +0.9%
ACA
3043
Affinity Capital Advisors
California
$246K +$17.9K +122 +8%
OCM
3044
Orser Capital Management
Texas
$245K – – –
RWP
3045
Ridgecrest Wealth Partners
California
$245K -$243K -1,655 -49%
ERWM
3046
Elk River Wealth Management
Colorado
$245K – – –
PCMNC
3047
Piedmont Capital Management (North Carolina)
North Carolina
$245K +$251K +1,705 New
TFIPS
3048
Towarzystwo Funduszy Inwestycyjnych PZU SA
$244K – – –
CCM
3049
Consolidated Capital Management
California
$244K +$250K +1,700 New
CWA
3050
Centennial Wealth Advisory
Michigan
$244K +$250K +1,699 New
120 121
122
123 124