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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
3176
Sittner & Nelson
Oregon
$213K +$819 +5 +0.4%
MKW
3177
Mullaney, Keating & Wright
Connecticut
$212K -$2.79K -17 -1%
PCA
3178
Peddock Capital Advisors
Massachusetts
$211K -$9.67K -59 -4%
RF
3179
Rossby Financial
Florida
$211K +$228K +1,389 New
SWM
3180
SilverOak Wealth Management
Minnesota
$211K +$1.31K +8 +0.6%
SPP
3181
Single Point Partners
Massachusetts
$211K +$228K +1,391 New
HP
3182
HT Partners
Connecticut
$211K – – –
AL
3183
ADE LLC
Maryland
$210K – – –
CWM
3184
Centricity Wealth Management
Ohio
$209K +$226K +1,377 New
AWA
3185
Amplius Wealth Advisors
Pennsylvania
$209K -$3.93K -24 -2%
SFMG
3186
Sage Financial Management Group
Virginia
$209K – – –
WFA
3187
Wade Financial Advisory
California
$209K -$16.4K -100 -7%
BC
3188
Barrett & Company
Rhode Island
$209K – – –
AWM
3189
Allen Wealth Management
North Carolina
$209K -$32.1K -196 -12%
PWA
3190
Peterson Wealth Advisors
Utah
$209K +$32.3K +197 +16%
LCGC
3191
Legacy Capital Group California
California
$209K +$17.7K +108 +9%
HWM
3192
Horizon Wealth Management
Illinois
$209K +$164 +1 +0.1%
FA
3193
FDx Advisors
Illinois
$208K +$4.1K +25 +2%
CCWM
3194
Correct Capital Wealth Management
Missouri
$208K – – –
TC
3195
TFR Capital
Texas
$207K +$223K +1,362 New
RWM
3196
Revisor Wealth Management
Ohio
$207K -$213K -1,297 -49%
AIA
3197
Accelerate Investment Advisors
California
$207K +$223K +1,361 New
FCFC
3198
First Citizens Financial Corp
Iowa
$206K -$1.97K -12 -0.9%
KFA
3199
Kapstone Financial Advisors
Ohio
$206K – – –
TI
3200
Truepoint Inc
Ohio
$206K -$119K -724 -35%
126 127
128
129 130