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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
2526
Greenline Partners
New York
$224K -$1.51K -11 -0.7%
SAIG
2527
Semper Augustus Investments Group
Colorado
$224K – – –
MWM
2528
Merriman Wealth Management
Washington
$224K +$18.8K +137 +9%
AFA
2529
American Financial Advisors
Georgia
$223K +$1.37K +10 +0.6%
PCA
2530
Peddock Capital Advisors
Massachusetts
$223K +$24K +175 +13%
BWFA
2531
Baltimore-Washington Financial Advisors
Maryland
$223K +$216K +1,577 New
W
2532
Wealthquest
Ohio
$222K -$137 -1 -0.1%
3F
2533
360 Financial
Minnesota
$221K -$8.23K -60 -4%
CCM
2534
Colorado Capital Management
Colorado
$221K – – –
TA
2535
Trellis Advisors
Washington
$221K +$1.1K +8 +0.5%
OLA
2536
Oliver Luxxe Assets
New Jersey
$221K +$214K +1,560 New
FWP
2537
Firethorn Wealth Partners
Georgia
$220K -$16.6K -121 -7%
CIA
2538
Cohen Investment Advisors
New Hampshire
$220K – – –
DS
2539
DRW Securities
Illinois
$219K +$212K +1,548 New
NFG
2540
Northeast Financial Group
Pennsylvania
$218K +$412 +3 +0.2%
CWA
2541
Canvas Wealth Advisors
Kansas
$218K +$209K +1,523 New
JWM
2542
Janiczek Wealth Management
Colorado
$217K -$14.4K -105 -6%
PFWA
2543
Paces Ferry Wealth Advisors
Georgia
$217K +$24.7K +180 +13%
OWA
2544
Opal Wealth Advisors
New York
$217K +$211K +1,536 New
IWP
2545
IAG Wealth Partners
Wisconsin
$216K – – –
CWM
2546
Chronos Wealth Management
Florida
$216K +$209K +1,525 New
HWM
2547
HighMark Wealth Management
Minnesota
$215K -$40.8K -297 -16%
OFA
2548
Oak Family Advisors
Illinois
$215K – – –
SEIA
2549
Signature Estate & Investment Advisors
California
$215K – – –
FAM
2550
Flaharty Asset Management
Florida
$215K +$823 +6 +0.4%
100 101
102
103 104