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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWPC
3176
Legacy Wealth Partners (Colorado)
Colorado
$212K +$217K +1,479 New
CWMS
3177
Cannon Wealth Management Services
North Carolina
$212K +$5.88K +40 +3%
CFG
3178
Compton Financial Group
Maryland
$211K -$441 -3 -0.2%
CTA
3179
Clear Trail Advisors
Texas
$211K +$216K +1,469 New
TW
3180
Traveka Wealth
California
$210K +$215K +1,464 New
LFP
3181
Lakeshore Financial Planning
Michigan
$210K -$2.06K -14 -0.9%
IAS
3182
Integrity Advisory Solutions
Texas
$210K -$3.09K -21 -1%
SL
3183
StoryOne LLC
Kansas
$210K – – –
LC
3184
Landaas & Company
Wisconsin
$209K -$44.1K -300 -17%
YWS
3185
Yarger Wealth Strategies
Ohio
$209K +$214K +1,458 New
MFP
3186
Meridian Financial Partners
Virginia
$209K -$3.23K -22 -2%
CS
3187
Capital Square
Tennessee
$209K +$214K +1,457 New
TAM
3188
Tucker Asset Management
Colorado
$209K -$18.5K -126 -8%
KPWM
3189
KDK Private Wealth Management
Texas
$208K +$213K +1,452 New
R
3190
Rebalance
California
$208K – – –
GSAM
3191
Grant Street Asset Management
Pennsylvania
$208K -$14.7K -100 -6%
FS
3192
Ferguson Shapiro
Georgia
$208K – – –
WE
3193
Wealth Effects
Massachusetts
$207K +$212K +1,443 New
AF
3194
ASL Financial
California
$207K +$212K +1,442 New
BMM
3195
Berkshire Money Management
Massachusetts
$207K +$212K +1,442 New
RW
3196
RVW Wealth
California
$207K – – –
SG
3197
Stanich Group
New York
$206K -$48.9K -333 -19%
CWM
3198
C2C Wealth Management
Arizona
$206K -$37.6K -256 -15%
SRC
3199
Sage Rhino Capital
California
$206K -$6.02K -41 -3%
CAM
3200
Clark Asset Management
New Hampshire
$206K +$210K +1,432 New
126 127
128
129 130