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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
3076
Seven Mile Advisory
New Jersey
$214K -$70.3K -470 -23%
RA
3077
Rise Advisors
New York
$214K -$897 -6 -0.4%
AAMG
3078
AMG Asset Management Group
Georgia
$214K -$299 -2 -0.1%
IA
3079
Intellus Advisors
Florida
$212K -$160K -1,072 -41%
LSA
3080
Lansing Street Advisors
Pennsylvania
$212K -$60.6K -405 -21%
WP
3081
Wealthspan Partners
Iowa
$212K +$299 +2 +0.1%
WTFG
3082
Wood Tarver Financial Group
Idaho
$212K -$6.58K -44 -3%
SWP
3083
Semus Wealth Partners
Florida
$212K -$32.3K -216 -12%
NWA
3084
New World Advisors
Massachusetts
$212K +$30.5K +204 +15%
NL
3085
Navalign LLC
California
$211K +$2.09K +14 +0.9%
MAWCM
3086
Mine & Arao Wealth Creation & Management
California
$211K +$233K +1,558 New
CDWM
3087
Campbell Deegan Wealth Management
Virginia
$211K -$47.8K -320 -17%
DI
3088
Disciplined Investments
Oklahoma
$211K +$11.2K +75 +5%
AWP
3089
Atlas Wealth Partners
Pennsylvania
$211K – – –
CFG
3090
Compton Financial Group
Maryland
$210K +$897 +6 +0.4%
DAM
3091
Directional Asset Management
Illinois
$210K -$41.7K -279 -15%
GHA
3092
Good Harbor Advisors
Massachusetts
$210K – – –
CCC
3093
Chelsea Counsel Company
California
$210K – – –
RFS
3094
Richardson Financial Services
Massachusetts
$210K -$14.7K -98 -6%
CWM
3095
C2C Wealth Management
Arizona
$210K – – –
WAG
3096
Wilkerson Advisory Group
Missouri
$210K -$73.7K -493 -24%
WE
3097
Wealth Effects
Massachusetts
$208K +$9.87K +66 +4%
OWP
3098
ORG Wealth Partners
Texas
$208K +$136K +911 +146%
UOTTAIMCU
3099
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$207K +$113K +755 +97%
WAM
3100
Walker Asset Management
Missouri
$207K -$72.8K -487 -24%
122 123
124
125 126