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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IPWA
3076
International Private Wealth Advisors
California
$241K +$4.59K +28 +2%
GP
3077
Greenline Partners
New York
$241K – – –
SRC
3078
Sage Rhino Capital
California
$241K -$9.99K -61 -4%
IRC
3079
Investors Research Corp
Georgia
$241K +$3.6K +22 +1%
CFP
3080
Curran Financial Partners
South Carolina
$241K +$20.8K +127 +9%
FWI
3081
Facet Wealth Inc
Maryland
$240K -$11.5K -70 -4%
R
3082
Rebalance
California
$239K – – –
CWA
3083
Cornerstone Wealth Advisors
Minnesota
$239K – – –
FFC
3084
Frederick Financial Consultants
Maryland
$239K +$257K +1,570 New
LAM
3085
Lakewood Asset Management
Illinois
$238K -$4.92K -30 -2%
CCC
3086
Chelsea Counsel Company
California
$238K -$32.8K -200 -11%
BWM
3087
BCGM Wealth Management
Indiana
$237K -$492 -3 -0.2%
FMP
3088
Financial Management Professionals
Texas
$237K -$231K -1,407 -47%
CIA
3089
Cohen Investment Advisors
New Hampshire
$237K – – –
NL
3090
Navalign LLC
California
$237K +$255K +1,557 New
TSW
3091
Three Seasons Wealth
Utah
$236K -$1.97K -12 -0.8%
KWA
3092
Kellett Wealth Advisors
Ohio
$236K -$68.5K -418 -21%
SL
3093
Sentinus LLC
Illinois
$235K -$101K -618 -29%
PTCG
3094
Pring Turner Capital Group
California
$235K +$57.3K +350 +29%
RRCM
3095
Rappaport Reiches Capital Management
Illinois
$235K +$328 +2 +0.1%
CA
3096
Crumly & Associates
Illinois
$235K -$168K -1,025 -40%
LFG
3097
Lockerman Financial Group
California
$234K – – –
MWM
3098
Maridea Wealth Management
New York
$234K +$252K +1,539 New
IC
3099
Iconiq Capital
California
$234K -$193K -1,178 -43%
MCAI
3100
Members Capital Advisors Inc
Wisconsin
$233K – – –
122 123
124
125 126