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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
2326
Bay Capital Advisors
Virginia
$565K -$8.48K -57 -1%
RFP
2327
Root Financial Partners
California
$565K +$119K +798 +27%
CFA
2328
Capstone Financial Advisors
Illinois
$565K -$2.68K -18 -0.5%
RSWA
2329
Robinson Smith Wealth Advisors
Maine
$564K +$2.83K +19 +0.5%
EFP
2330
Elser Financial Planning
Indiana
$563K +$285K +1,917 +104%
RPGK
2331
Retirement Planning Group (Kansas)
Kansas
$563K -$49.4K -332 -8%
CF
2332
Claris Financial
Virginia
$563K – – –
FCA
2333
FLC Capital Advisors
California
$563K -$22.3K -150 -4%
AA
2334
Auxano Advisors
Washington
$560K -$377K -2,533 -40%
LSC
2335
Lesa Sroufe & Co
Washington
$559K +$555K +3,727 New
ISWM
2336
Independent Solutions Wealth Management
New York
$559K +$72.3K +486 +15%
CWP
2337
Capital Wealth Planning
Florida
$558K +$135K +906 +32%
FB
2338
Finward Bancorp
Indiana
$558K -$59.8K -402 -10%
CGFA
2339
Colton Groome Financial Advisors
North Carolina
$557K -$102K -685 -14%
AIC
2340
Argus Investors Counsel
New York
$557K -$228K -1,530 -29%
VPP
2341
Vertex Planning Partners
Illinois
$556K -$24.6K -165 -4%
PWAM
2342
Papamarkou Wellner Asset Management
New York
$555K -$802K -5,390 -59%
CBT
2343
Central Bank & Trust
Kentucky
$555K +$25.3K +170 +5%
CWM
2344
Cranbrook Wealth Management
Michigan
$554K -$744 -5 -0.1%
S
2345
Sachetta
Massachusetts
$553K -$43K -289 -7%
DWM
2346
DecisionMap Wealth Management
Virginia
$552K +$67.4K +453 +14%
BDL
2347
Banque de Luxembourg
Luxembourg
$552K +$163K +1,097 +42%
AIM
2348
Aurora Investment Managers
Florida
$551K -$48.2K -324 -8%
RCM
2349
Riverpark Capital Management
New York
$551K – – –
OL
2350
OneFund LLC
Florida
$551K -$5.66K -38 -1%
92 93
94
95 96