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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
2326
Single Point Partners
Massachusetts
$342K -$55.1K -388 -14%
SAM
2327
Shikiar Asset Management
New York
$341K – – –
TCB
2328
Texas Capital Bancshares
Texas
$339K -$24.9K -175 -7%
HA
2329
HYA Advisors
Missouri
$339K -$14.2K -100 -4%
LWM
2330
Loveless Wealth Management
Montana
$338K +$16.3K +115 +5%
DI
2331
Disciplined Investments
Oklahoma
$337K -$42.4K -298 -12%
SFG
2332
Sunburst Financial Group
Alabama
$337K +$284 +2 +0.1%
SWA
2333
Sax Wealth Advisors
New Jersey
$335K +$321K +2,261 New
WQ
2334
Wealth Quarterback
New Jersey
$334K -$42.5K -299 -12%
EBSAM
2335
Eubel Brady & Suttman Asset Management
Ohio
$334K – – –
TAM
2336
Townsend Asset Management
North Carolina
$334K +$569 +4 +0.2%
UWM
2337
Urban Wealth Management
California
$334K +$320K +2,254 New
VCM
2338
Vision Capital Management
Oregon
$333K +$15.9K +112 +5%
HP
2339
HT Partners
Connecticut
$333K +$320K +2,248 New
KIG
2340
Kowal Investment Group
Wisconsin
$332K +$334K +2,350 New
WCG
2341
Weaver Consulting Group
California
$330K -$28.4K -200 -8%
LF
2342
LifeSteps Financial
California
$330K -$14.2K -100 -4%
PFA
2343
Pure Financial Advisors
California
$328K +$8.53K +60 +3%
PFA
2344
Pettinga Financial Advisors
Indiana
$327K -$6.82K -48 -2%
JAFL
2345
Jay A. Fishman Ltd
Michigan
$326K +$59.1K +416 +23%
CAM
2346
Congress Asset Management
Massachusetts
$326K -$2.65M -18,677 -89%
UC
2347
Unio Capital
New Jersey
$326K – – –
AA
2348
Advisory Alpha
Michigan
$326K +$33.8K +238 +12%
BDFN
2349
Bond & Devick Financial Network
Minnesota
$326K +$311K +2,185 New
MWP
2350
Meridian Wealth Partners
Pennsylvania
$323K +$2.7K +19 +0.9%
92 93
94
95 96