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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GPWM
3251
Grant Private Wealth Management
California
$207K +$208K +1,335 New
WCAMG
3252
Woodard & Company Asset Management Group
North Carolina
$207K +$208K +1,332 New
TC
3253
TwinBeech Capital
New York
$207K -$679K -4,358 -77%
NFG
3254
Northeast Financial Group
Pennsylvania
$206K +$207K +1,327 New
RFW
3255
Redwood Family Wealth
Texas
$206K -$69.8K -448 -25%
EIA
3256
Eldridge Investment Advisors
New Hampshire
$206K -$31.2K -200 -13%
EPAM
3257
Evelyn Partners Asset Management
$206K -$1.87M -11,986 -90%
ES
3258
ETF Store
Kansas
$206K +$206K +1,325 New
AWA
3259
Acorn Wealth Advisors
Michigan
$205K -$13.6K -87 -6%
CTA
3260
Clear Trail Advisors
Texas
$205K -$23.4K -150 -10%
MEAC
3261
M.E. Allison & Co
Texas
$205K +$206K +1,319 New
VFG
3262
V2 Financial group
Illinois
$205K -$13.7K -88 -6%
GGS
3263
Galvin Gaustad & Stein
Arizona
$204K +$205K +1,315 New
SEP
3264
Signature Equity Partners
Ohio
$204K +$7.63K +49 +4%
PIFP
3265
Partners in Financial Planning
Virginia
$203K +$204K +1,309 New
SGC
3266
Slocum, Gordon & Co
Rhode Island
$203K +$204K +1,308 New
SAM
3267
Simplify Asset Management
Nevada
$203K +$203K +1,305 New
PP
3268
Prosperity Planning
Missouri
$202K +$203K +1,304 New
1CP
3269
1015 Capital Partners
Pennsylvania
$202K +$467 +3 +0.2%
SEA
3270
Stegent Equity Advisors
Texas
$202K +$203K +1,300 New
DWM
3271
Ducere Wealth Management
California
$202K +$202K +1,299 New
NCM
3272
Nelson Capital Management
California
$202K +$202K +1,299 New
LIA
3273
Lynx Investment Advisory
District of Columbia
$201K +$202K +1,297 New
CFG
3274
Carr Financial Group
Massachusetts
$201K +$202K +1,296 New
ML
3275
Mayport LLC
Massachusetts
$200K +$201K +1,291 New
129 130
131
132 133