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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
3126
Arlington Partners
Alabama
$243K +$244K +1,567 New
WP
3127
Wealthspan Partners
Iowa
$243K -$1.25K -8 -0.5%
VCP
3128
Vista Capital Partners
Oregon
$242K +$21.7K +139 +10%
AWP
3129
Atlas Wealth Partners
Pennsylvania
$242K -$1.4K -9 -0.6%
SGFG
3130
Silver Grove Financial Group
New York
$241K -$2.34K -15 -1%
GHA
3131
Good Harbor Advisors
Massachusetts
$241K +$242K +1,551 New
DI
3132
Disciplined Investors
Texas
$241K +$242K +1,551 New
FCG
3133
Fielder Capital Group
Tennessee
$241K -$16.1K -103 -6%
CCC
3134
Chelsea Counsel Company
California
$241K – – –
GSAM
3135
Grant Street Asset Management
Pennsylvania
$240K +$15.6K +100 +7%
CFG
3136
Compton Financial Group
Maryland
$240K +$11.8K +76 +5%
CWM
3137
C2C Wealth Management
Arizona
$240K +$17.1K +110 +8%
NL
3138
Navalign LLC
California
$240K +$779 +5 +0.3%
TCP
3139
TMB Capital Partners
Arkansas
$240K +$312 +2 +0.1%
TA
3140
TruWealth Advisors
Louisiana
$240K -$33.8K -217 -12%
EG
3141
Ellerson Group
Maryland
$239K – – –
TSW
3142
Three Seasons Wealth
Utah
$239K – – –
ODIJL
3143
One Day In July LLC
Vermont
$239K +$22.1K +142 +10%
HIP
3144
Harrell Investment Partners
Texas
$239K +$239K +1,536 New
BFIC
3145
Bedell Frazier Investment Counselling
California
$238K -$2.81K -18 -1%
TIA
3146
Tiemann Investment Advisors
California
$238K -$42.9K -275 -15%
AG
3147
AmeriFlex Group
Nevada
$238K -$43K -276 -15%
CWM
3148
Castle Wealth Management
Florida
$238K – – –
FMP
3149
Financial Management Professionals
Texas
$237K +$2.96K +19 +1%
MKW
3150
Mullaney, Keating & Wright
Connecticut
$237K +$238K +1,526 New
124 125
126
127 128