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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
3101
Advantage Trust Company
Kansas
$232K -$73.5K -500 -24%
WAG
3102
Wallace Advisory Group
California
$232K +$238K +1,617 New
AWM
3103
Ameliora Wealth Management
Switzerland
$232K – – –
SGCA
3104
Steel Grove Capital Advisors
Tennessee
$231K – – –
ZWA
3105
Zinnia Wealth Advisory
Florida
$231K +$236K +1,609 New
MKA
3106
M. Kulyk & Associates
Georgia
$230K – – –
1L
3107
10Elms LLP
Oklahoma
$230K -$5.14K -35 -2%
VC
3108
Veracity Capital
Georgia
$230K +$3.38K +23 +1%
TCM
3109
TD Capital Management
Tennessee
$230K +$12K +82 +5%
SCM
3110
Sage Capital Management
New Jersey
$230K -$188K -1,282 -44%
VWM
3111
Vigilare Wealth Management
Arizona
$230K – – –
SC
3112
Sawyer & Company
Massachusetts
$229K – – –
SIAG
3113
Safeguard Investment Advisory Group
California
$229K -$10.1K -69 -4%
DWAM
3114
Duncan Williams Asset Management
Tennessee
$229K -$900K -6,126 -82%
KBFS
3115
Kohmann Bosshard Financial Services
Ohio
$228K -$39.7K -270 -15%
RBWA
3116
RFG - Bristol Wealth Advisors
Massachusetts
$228K -$54.1K -368 -19%
PD
3117
Planning Directions
Pennsylvania
$228K -$54.2K -369 -19%
TWA
3118
Talisman Wealth Advisors
New Jersey
$228K -$11.2K -76 -5%
PFG
3119
Pinnacle Financial Group
Illinois
$227K +$18.4K +125 +9%
WHCI
3120
W.H. Cornerstone Investments
Massachusetts
$227K +$294 +2 +0.1%
RAM
3121
Reflection Asset Management
South Carolina
$227K +$232K +1,579 New
AWP
3122
Atlas Wealth Partners
Pennsylvania
$226K -$14.7K -100 -6%
WP
3123
Wealthspan Partners
Iowa
$226K – – –
SGFG
3124
Silver Grove Financial Group
New York
$225K +$13.4K +91 +6%
CCC
3125
Chelsea Counsel Company
California
$225K – – –
123 124
125
126 127