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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2451
Arcataur Capital Management
Wisconsin
$505K – – –
NF
2452
Norwood Financial
Pennsylvania
$504K -$9.08K -50 -2%
RW
2453
REDW Wealth
New Mexico
$503K -$31.8K -175 -6%
AIM
2454
Allen Investment Management
New York
$502K +$8.17K +45 +2%
BOM
2455
Bank of Marin
California
$502K – – –
RA
2456
Ruggaard & Associates
Ohio
$501K – – –
PWP
2457
Perfromance Wealth Partners
Illinois
$499K – – –
TRIA
2458
Trail Ridge Investment Advisors
Colorado
$499K -$278K -1,529 -34%
IWP
2459
Innova Wealth Partners
Pennsylvania
$498K – – –
SFG
2460
Steward Financial Group
Texas
$497K -$35.4K -195 -6%
SFI
2461
SPC Financial Inc
Maryland
$497K +$25.8K +142 +5%
WWMSC
2462
Wagner Wealth Management (South Carolina)
South Carolina
$497K +$58.7K +323 +12%
PWS
2463
Private Wealth Strategies
Ohio
$496K – – –
RB
2464
Renasant Bank
Mississippi
$496K +$26K +143 +5%
AA
2465
Alesco Advisors
New York
$496K – – –
WFA
2466
Wade Financial Advisory
California
$496K -$38.1K -210 -7%
DB
2467
Dravo Bay
Delaware
$494K +$7.99K +44 +2%
FA
2468
Fiducient Advisors
Illinois
$491K +$526K +2,897 New
PSCM
2469
Per Stirling Capital Management
Texas
$490K +$363 +2 +0.1%
AWA
2470
Alaska Wealth Advisors
Alaska
$489K +$1.27K +7 +0.2%
TCOK
2471
Trust Company of Kansas
Kansas
$489K +$27.2K +150 +5%
SIP
2472
Stoneridge Investment Partners
Pennsylvania
$488K -$27.6K -152 -5%
NWM
2473
Northwest Wealth Management
Iowa
$486K -$24K -132 -4%
FMN
2474
Financial Management Network
California
$485K -$1.09K -6 -0.2%
TF
2475
Trek Financial
Arizona
$485K +$48.9K +269 +10%
97 98
99
100 101