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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
2426
One Plus One Wealth Management
Florida
$444K – – –
DBRC
2427
D.B. Root & Company
Pennsylvania
$443K -$3.1K -19 -0.7%
SGK
2428
Steigerwald Gordon & Koch
Virginia
$443K +$23K +141 +6%
BHWM
2429
Beaird Harris Wealth Management
Texas
$443K +$416K +2,548 New
LFM
2430
LGT Fund Management
Liechtenstein
$443K +$417K +2,550 New
TWM
2431
Thrive Wealth Management
Pennsylvania
$443K +$417K +2,553 New
AIFAIM
2432
American Institute for Advanced Investment Management
Arizona
$442K -$21.2K -130 -5%
JCA
2433
January Capital Advisors
California
$442K +$415K +2,542 New
ACA
2434
Ackerman Capital Advisors
Texas
$441K – – –
SIC
2435
Samalin Investment Counsel
New York
$440K +$14.7K +90 +4%
WH
2436
Willner & Heller
California
$440K +$478K +2,927 New
GC
2437
Garde Capital
Washington
$439K – – –
BWA
2438
Burt Wealth Advisors
Maryland
$439K +$817 +5 +0.2%
AWS
2439
Arkfeld Wealth Strategies
Nebraska
$438K +$163 +1 +0%
HCA
2440
Heck Capital Advisors
Wisconsin
$437K -$29.9K -183 -7%
WCG
2441
Weaver Consulting Group
California
$434K -$5.72K -35 -1%
DMC
2442
Drexel Morgan & Co
Pennsylvania
$434K – – –
HS
2443
Horan Securities
United States
$434K +$408K +2,496 New
TW
2444
TrinityPoint Wealth
Connecticut
$433K -$33.6K -206 -8%
WCM
2445
Wedge Capital Management
North Carolina
$432K -$21.2K -130 -5%
PGA
2446
Portland Global Advisors
Maine
$432K -$14.7K -90 -3%
BA
2447
Ballew Advisors
Mississippi
$432K – – –
CWS
2448
Cypress Wealth Services
California
$432K +$5.23K +32 +1%
SA
2449
SL Advisors
New Jersey
$431K -$15.7K -96 -4%
HA
2450
HFG Advisors
Ohio
$431K +$406K +2,484 New
96 97
98
99 100