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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
2351
Krilogy Financial
Missouri
$497K +$38.9K +238 +9%
1WA
2352
180 Wealth Advisors
Washington
$495K -$8.17K -50 -2%
ST
2353
Sageworth Trust
Pennsylvania
$494K -$1.16M -7,129 -72%
1WM
2354
1900 Wealth Management
Texas
$494K +$221K +1,351 +90%
PCM
2355
Pointe Capital Management
Michigan
$493K -$4.74K -29 -1%
FMN
2356
Financial Management Network
California
$493K -$1.31K -8 -0.3%
VFA
2357
Voya Financial Advisors
Connecticut
$492K -$180K -1,105 -28%
SFG
2358
Sunburst Financial Group
Alabama
$492K +$58.3K +357 +14%
OFS
2359
Oldfather Financial Services
Nebraska
$491K +$11.9K +73 +3%
AWM
2360
Accurate Wealth Management
Florida
$491K +$18.8K +115 +4%
BAAM
2361
Baker Avenue Asset Management
California
$491K +$461K +2,825 New
CA
2362
Carson Advisory
Georgia
$491K +$462K +2,827 New
WF
2363
Wayfinding Financial
Washington
$491K +$474K +2,899 New
AWA
2364
Aaron Wealth Advisors
Illinois
$490K -$18.1K -111 -4%
MGWM
2365
Marks Group Wealth Management
Minnesota
$490K -$9.64K -59 -2%
AFIA
2366
America First Investment Advisors
Nebraska
$490K – – –
LD
2367
Lipe & Dalton
New York
$490K +$25.3K +155 +6%
EWA
2368
EverSource Wealth Advisors
Alabama
$490K +$461K +2,823 New
SC
2369
Stephens Consulting
Michigan
$489K +$459K +2,812 New
LWM
2370
Liberty Wealth Management
California
$487K -$115K -707 -20%
PWA
2371
PCG Wealth Advisors
Kansas
$487K +$458K +2,806 New
FPWM
2372
FSB Premier Wealth Management
Iowa
$486K +$11.1K +68 +2%
JFGLC
2373
Johnson Financial Group LLC (Colorado)
Colorado
$485K -$33.3K -204 -7%
BBNB
2374
Baker Boyer National Bank
Washington
$485K +$456K +2,790 New
RB
2375
Renasant Bank
Mississippi
$484K -$38.7K -237 -8%
93 94
95
96 97