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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
2051
Brown Miller Wealth Management
Virginia
$948K -$193K -1,117 -16%
CWA
2052
CM Wealth Advisors
Ohio
$945K -$542K -3,141 -35%
BPAMU
2053
BTG Pactual Asset Management US
New York
$942K +$986K +5,713 New
WCM
2054
Weik Capital Management
Pennsylvania
$942K +$51.8K +300 +6%
DR
2055
Davis Rea
Ontario, Canada
$941K -$49.2K -285 -5%
MS
2056
Madden Securities
Texas
$940K -$3.45K -20 -0.3%
AA
2057
Auxano Advisors
Washington
$940K -$21.7K -126 -2%
FBFS
2058
First Business Financial Services
Wisconsin
$939K -$1.19M -6,896 -55%
SLA
2059
Silver Lake Advisory
Utah
$939K +$8.11K +47 +0.8%
TP
2060
Tranquility Partners
Tennessee
$939K – – –
D
2061
Diversified
Delaware
$938K +$90.1K +522 +10%
JGIA
2062
Jackson Grant Investment Advisers
Connecticut
$937K -$41.1K -238 -4%
CFP
2063
Catalyst Financial Partners
Massachusetts
$934K +$47.3K +274 +5%
DFG
2064
Demars Financial Group
Washington
$933K -$7.08K -41 -0.7%
RPCONE
2065
Retirement Planning Company of New England
Rhode Island
$933K -$1.21K -7 -0.1%
BRG
2066
Bay Rivers Group
Virginia
$932K +$50.7K +294 +5%
ASBI
2067
American State Bank (Iowa)
Iowa
$930K +$12.9K +75 +1%
APG
2068
Abacus Planning Group
South Carolina
$930K +$19.2K +111 +2%
SIG
2069
Sargent Investment Group
Maryland
$924K +$24.3K +141 +3%
GC
2070
Gilbert & Cook
Iowa
$924K -$71.5K -414 -7%
TWM
2071
Trueblood Wealth Management
Ohio
$923K +$14.2K +82 +1%
OPPS
2072
Obsidian Personal Planning Solutions
Maryland
$922K -$177K -1,024 -15%
SLT
2073
St Louis Trust
Missouri
$920K -$8.63K -50 -0.9%
CFO
2074
Callan Family Office
Pennsylvania
$919K +$244K +1,416 +34%
GPI
2075
General Partner Inc
Pennsylvania
$918K +$4.32K +25 +0.5%
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83
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