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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
3201
First Citizens Financial Corp
Iowa
$206K -$1.97K -12 -0.9%
KFA
3202
Kapstone Financial Advisors
Ohio
$206K – – –
TI
3203
Truepoint Inc
Ohio
$206K -$119K -724 -35%
LCS
3204
Levin Capital Strategies
New York
$206K – – –
CFO
3205
Collective Family Office
Pennsylvania
$206K -$8.68K -53 -4%
FWP
3206
Firethorn Wealth Partners
Georgia
$206K +$222K +1,355 New
BFIC
3207
Bedell Frazier Investment Counselling
California
$206K – – –
SLWA
3208
San Luis Wealth Advisors
California
$206K +$2.95K +18 +1%
WFA
3209
WMG Financial Advisors
Tennessee
$205K -$38.5K -235 -15%
MIM
3210
Meixler Investment Management
Arizona
$205K -$4.1K -25 -2%
TWM
3211
Tanager Wealth Management
United Kingdom
$205K -$91.9K -561 -30%
JLBC
3212
J.L. Bainbridge & Co
Florida
$204K +$8.19K +50 +4%
AF
3213
Aldebaran Financial
$203K +$20.5K +125 +10%
SPWG
3214
Sage Private Wealth Group
Illinois
$203K +$219K +1,334 New
AFGAS
3215
Allegiance Financial Group Advisory Services
Virginia
$203K +$218K +1,332 New
SFS
3216
Summit Financial Strategies
Ohio
$202K – – –
MWM
3217
MGB Wealth Management
Texas
$202K – – –
VFPW
3218
Vantage Financial Partners (Wisconsin)
Wisconsin
$202K +$217K +1,325 New
CCM
3219
Canal Capital Management
Virginia
$202K -$24.2K -148 -10%
RFA
3220
ROI Financial Advisors
Oregon
$201K -$54.7K -334 -20%
TFIPS
3221
Towarzystwo Funduszy Inwestycyjnych PZU SA
$201K +$16.4K +100 +8%
MWP
3222
Meridian Wealth Partners
Pennsylvania
$200K -$86.2K -526 -29%
FFA
3223
Fairfield Financial Advisors
Massachusetts
$197K – – –
1L
3224
10Elms LLP
Oklahoma
$197K +$212K +1,296 New
BA
3225
Bellwether Advisors
Nebraska
$197K +$212K +1,295 New
127 128
129
130 131