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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
3176
Traveka Wealth
California
$210K +$215K +1,464 New
LFP
3177
Lakeshore Financial Planning
Michigan
$210K -$2.06K -14 -0.9%
IAS
3178
Integrity Advisory Solutions
Texas
$210K -$3.09K -21 -1%
SL
3179
StoryOne LLC
Kansas
$210K – – –
LC
3180
Landaas & Company
Wisconsin
$209K -$44.1K -300 -17%
YWS
3181
Yarger Wealth Strategies
Ohio
$209K +$214K +1,458 New
MFP
3182
Meridian Financial Partners
Virginia
$209K -$3.23K -22 -2%
CS
3183
Capital Square
Tennessee
$209K +$214K +1,457 New
TAM
3184
Tucker Asset Management
Colorado
$209K -$18.5K -126 -8%
KPWM
3185
KDK Private Wealth Management
Texas
$208K +$213K +1,452 New
R
3186
Rebalance
California
$208K – – –
GSAM
3187
Grant Street Asset Management
Pennsylvania
$208K -$14.7K -100 -6%
FS
3188
Ferguson Shapiro
Georgia
$208K – – –
WE
3189
Wealth Effects
Massachusetts
$207K +$212K +1,443 New
AF
3190
ASL Financial
California
$207K +$212K +1,442 New
BMM
3191
Berkshire Money Management
Massachusetts
$207K +$212K +1,442 New
RW
3192
RVW Wealth
California
$207K – – –
SG
3193
Stanich Group
New York
$206K -$48.9K -333 -19%
CWM
3194
C2C Wealth Management
Arizona
$206K -$37.6K -256 -15%
SRC
3195
Sage Rhino Capital
California
$206K -$6.02K -41 -3%
CAM
3196
Clark Asset Management
New Hampshire
$206K +$210K +1,432 New
PA
3197
Planning Alternatives
Michigan
$205K -$45.3K -308 -18%
TC
3198
TFR Capital
Texas
$205K -$20.4K -139 -9%
HCP
3199
Holt Capital Partners
Texas
$205K – – –
HWM
3200
HBE Wealth Management
Nebraska
$204K +$209K +1,421 New
126 127
128
129 130