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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SJL
3101
Shayne & Jacobs LLC
Tennessee
$233K +$7.7K +47 +3%
NWMG
3102
National Wealth Management Group
Ohio
$232K +$250K +1,526 New
EIA
3103
Eldridge Investment Advisors
New Hampshire
$232K -$16.4K -100 -6%
FIC
3104
Family Investment Center
Missouri
$232K -$819 -5 -0.3%
AFW
3105
Atlantic Family Wealth
Florida
$232K +$250K +1,523 New
SIA
3106
SGL Investment Advisors
Montana
$231K +$263K +1,605 New
AGA
3107
Arkos Global Advisors
Texas
$231K -$82.1K -501 -25%
PC
3108
Port Capital
Illinois
$231K +$13.1K +80 +6%
PWM
3109
Provident Wealth Management
Tennessee
$230K +$3.93K +24 +2%
ACA
3110
Affinity Capital Advisors
California
$230K -$20.5K -125 -7%
WMWM
3111
Wilkins Miller Wealth Management
Alabama
$229K +$247K +1,509 New
BWFA
3112
Baltimore-Washington Financial Advisors
Maryland
$229K +$25.2K +154 +11%
GMFG
3113
Greater Midwest Financial Group
Minnesota
$229K -$6.55K -40 -3%
DC
3114
Dahring Cusmano
Michigan
$229K +$247K +1,507 New
HDA
3115
Harold Davidson & Associates
California
$229K +$247K +1,505 New
MA
3116
MKT Advisors
California
$228K -$16.2K -99 -6%
KWM
3117
Kaydan Wealth Management
Michigan
$228K – – –
CCM
3118
Chiron Capital Management
Florida
$228K -$111K -678 -31%
PAS
3119
PKS Advisory Services
New York
$228K +$245K +1,497 New
SSC
3120
Syverson Strege & Co
Iowa
$228K +$47.8K +292 +24%
KCM
3121
KRS Capital Management
Michigan
$228K -$16.4K -100 -6%
FWM
3122
Fingerlakes Wealth Management
New York
$227K -$2.62K -16 -1%
LWM
3123
Level Wealth Management
North Carolina
$227K +$245K +1,493 New
MFP
3124
Meridian Financial Partners
Virginia
$227K -$5.24K -32 -2%
CFSG
3125
Clark Financial Services Group
Missouri
$227K – – –
123 124
125
126 127