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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2376
Wade Financial Advisory
California
$321K – – –
RHP
2377
Royal Harbor Partners
Texas
$321K +$2.32K +15 +0.7%
WDL
2378
Well Done LLC
Michigan
$320K +$32.2K +208 +11%
CWP
2379
Concord Wealth Partners
Virginia
$318K -$459K -2,966 -58%
WCWM
2380
Willow Creek Wealth Management
California
$317K +$7.43K +48 +2%
APW
2381
Austin Private Wealth
Texas
$315K +$3.56K +23 +1%
EA
2382
Elm Advisors
California
$314K – – –
SC
2383
Slow Capital
California
$314K +$11.8K +76 +4%
FIA
2384
Foundations Investment Advisors
Arizona
$313K -$26.9K -174 -8%
TVAMP
2385
Tennessee Valley Asset Management Partners
Tennessee
$313K +$322K +2,082 New
CWM
2386
Curi Wealth Management
North Carolina
$312K -$21.2K -137 -6%
BCA
2387
Biltmore Capital Advisors
New Jersey
$312K – – –
ACA
2388
Affinity Capital Advisors
California
$311K +$38.7K +250 +14%
LPWM
2389
Lake Point Wealth Management
Texas
$309K – – –
AM
2390
Atwater Malick
Pennsylvania
$308K – – –
SAM
2391
Shikiar Asset Management
New York
$308K – – –
BCM
2392
Blume Capital Management
California
$305K +$18.6K +120 +6%
SOW
2393
State of Wyoming
Wyoming
$305K +$111K +720 +55%
NWM
2394
Northwest Wealth Management
Iowa
$304K -$836K -5,400 -73%
KWM
2395
Keebeck Wealth Management
Illinois
$304K -$71K -459 -19%
LA
2396
Legacy Advisors
Pennsylvania
$304K +$18.3K +118 +6%
BCP
2397
Berkeley Capital Partners
Georgia
$303K +$3.25K +21 +1%
WOSD
2398
WFA of San Diego
California
$303K +$21.5K +139 +7%
PC
2399
Port Capital
Illinois
$302K -$69.7K -450 -18%
JHP
2400
James Hambro & Partners
United Kingdom
$302K +$37.1K +240 +14%
94 95
96
97 98