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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FSG
2451
Financial Strategies Group
Michigan
$257K +$249K +1,814 New
TCM
2452
Tuttle Capital Management
Connecticut
$257K +$249K +1,816 New
PRWA
2453
Platte River Wealth Advisors
Colorado
$256K -$168K -1,223 -41%
WCM
2454
Windsor Capital Management
Arizona
$256K +$1.65K +12 +0.7%
KOMWMG
2455
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$256K +$63.4K +462 +34%
KOC
2456
Koss-Olinger Consulting
Florida
$256K +$249K +1,812 New
NJBEST
2457
New Jersey Better Educational Savings Trust
New Jersey
$255K -$151K -1,100 -38%
LIG
2458
Lokken Investment Group
Delaware
$254K +$19.8K +144 +9%
OWM
2459
Orgel Wealth Management
Wisconsin
$253K +$2.33K +17 +1%
TF
2460
Trek Financial
Arizona
$252K -$177K -1,289 -42%
RDFA
2461
Ritter Daniher Financial Advisory
Ohio
$252K – – –
SAM
2462
Security Asset Management
New York
$252K – – –
IFO
2463
Independent Family Office
New York
$251K -$63.1K -460 -26%
AA
2464
Advisory Alpha
Michigan
$251K -$58.7K -428 -19%
BMCM
2465
Bryn Mawr Capital Management
Pennsylvania
$251K -$13K -95 -5%
ACM
2466
Armbruster Capital Management
New York
$251K – – –
ACA
2467
Affinity Capital Advisors
California
$250K -$16.5K -120 -6%
AIS
2468
AM Investment Strategies
Tennessee
$250K +$28.3K +206 +13%
WFA
2469
Wellspring Financial Advisors
Ohio
$249K +$6.59K +48 +2%
CCA
2470
Column Capital Advisors
Indiana
$248K -$48.9K -356 -17%
OBGC
2471
O'Brien Greene & Co
Pennsylvania
$248K -$6.86K -50 -3%
HCM
2472
Hollencrest Capital Management
California
$248K -$4.8K -35 -2%
BWM
2473
BigSur Wealth Management
Florida
$248K – – –
RCYC
2474
Richard C. Young & Co
Rhode Island
$248K +$42.8K +312 +22%
RAM
2475
Riggs Asset Management
Pennsylvania
$247K -$27.4K -200 -10%
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99
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