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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
2401
Texas Capital Bancshares
Texas
$453K +$74.7K +444 +20%
CWM
2402
Curi Wealth Management
North Carolina
$452K +$74.4K +442 +19%
ZAM
2403
Zevin Asset Management
Massachusetts
$451K -$118K -700 -21%
EAM
2404
Evanson Asset Management
California
$451K +$337 +2 +0.1%
LF
2405
LifeSteps Financial
California
$451K +$49.7K +295 +12%
MWM
2406
Mascoma Wealth Management
New Hampshire
$449K – – –
AWA
2407
Alaska Wealth Advisors
Alaska
$449K +$7.24K +43 +2%
PWAC
2408
Private Wealth Advisors (California)
California
$448K +$2.69K +16 +0.6%
MA
2409
Mezzasalma Advisors
New Jersey
$445K +$505 +3 +0.1%
PI
2410
PFS Investments
Georgia
$445K +$72.6K +431 +19%
LD
2411
Lipe & Dalton
New York
$444K – – –
NWM
2412
Northwest Wealth Management
Iowa
$444K +$5.05K +30 +1%
RF
2413
Resolute Financial
Massachusetts
$442K -$13.3K -79 -3%
BWM
2414
BlackDiamond Wealth Management
New York
$442K +$54.2K +322 +14%
GWA
2415
GGM Wealth Advisors
Maryland
$441K +$17.3K +103 +4%
GC
2416
Garde Capital
Washington
$441K +$24.9K +148 +6%
LK
2417
Lumbard & Kellner
New Hampshire
$440K – – –
TFGT
2418
TS Financial Group (TSFG)
Illinois
$440K +$2.52K +15 +0.6%
BFAG
2419
Blackston Financial Advisory Group
Florida
$440K +$140K +830 +47%
AAP
2420
Arax Advisory Partners
Colorado
$439K +$2.02K +12 +0.5%
WCWM
2421
Willow Creek Wealth Management
California
$439K +$84.2K +500 +23%
AC
2422
Annandale Capital
Texas
$438K – – –
MAM
2423
MMA Asset Management
Pennsylvania
$433K – – –
NF
2424
Norwood Financial
Pennsylvania
$433K – – –
AWS
2425
Arkfeld Wealth Strategies
Nebraska
$432K – – –
95 96
97
98 99