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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
3176
DHK Financial Advisors
New Hampshire
$213K – – –
FP
3177
Financial Perspectives
Minnesota
$213K +$16.5K +101 +8%
PIFP
3178
Partners in Financial Planning
Virginia
$213K – – –
SN
3179
Sittner & Nelson
Oregon
$213K +$819 +5 +0.4%
MKW
3180
Mullaney, Keating & Wright
Connecticut
$212K -$2.79K -17 -1%
PCA
3181
Peddock Capital Advisors
Massachusetts
$211K -$9.67K -59 -4%
RF
3182
Rossby Financial
Florida
$211K +$228K +1,389 New
SWM
3183
SilverOak Wealth Management
Minnesota
$211K +$1.31K +8 +0.6%
SPP
3184
Single Point Partners
Massachusetts
$211K +$228K +1,391 New
HP
3185
HT Partners
Connecticut
$211K – – –
AL
3186
ADE LLC
Maryland
$210K – – –
CWM
3187
Centricity Wealth Management
Ohio
$209K +$226K +1,377 New
AWA
3188
Amplius Wealth Advisors
Pennsylvania
$209K -$3.93K -24 -2%
SFMG
3189
Sage Financial Management Group
Virginia
$209K – – –
WFA
3190
Wade Financial Advisory
California
$209K -$16.4K -100 -7%
BC
3191
Barrett & Company
Rhode Island
$209K – – –
AWM
3192
Allen Wealth Management
North Carolina
$209K -$32.1K -196 -12%
PWA
3193
Peterson Wealth Advisors
Utah
$209K +$32.3K +197 +16%
LCGC
3194
Legacy Capital Group California
California
$209K +$17.7K +108 +9%
HWM
3195
Horizon Wealth Management
Illinois
$209K +$164 +1 +0.1%
FA
3196
FDx Advisors
Illinois
$208K +$4.1K +25 +2%
CCWM
3197
Correct Capital Wealth Management
Missouri
$208K – – –
TC
3198
TFR Capital
Texas
$207K +$223K +1,362 New
RWM
3199
Revisor Wealth Management
Ohio
$207K -$213K -1,297 -49%
AIA
3200
Accelerate Investment Advisors
California
$207K +$223K +1,361 New
126 127
128
129 130