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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2526
PVG Asset Management
Colorado
$431K +$442K +3,005 New
CAC
2527
Certified Advisory Corp
Florida
$431K -$14.1K -96 -3%
GCM
2528
Graver Capital Management
Ohio
$431K – – –
MWA
2529
Martel Wealth Advisors
Washington
$431K – – –
CFS
2530
Coordinated Financial Services
Colorado
$431K +$441K +3,000 New
EWP
2531
Evergreen Wealth Partners
Montana
$430K +$441K +2,999 New
HWMC
2532
Heritage Wealth Management (California)
California
$430K -$31.6K -215 -7%
AWC
2533
Adamsbrown Wealth Consultants
Kansas
$430K -$12.5K -85 -3%
JF
2534
Joule Financial
Kentucky
$430K -$17K -116 -4%
WA
2535
WealthTrust Axiom
Pennsylvania
$430K +$15.4K +105 +4%
ZAM
2536
Zevin Asset Management
Massachusetts
$430K – – –
MWM
2537
Maridea Wealth Management
New York
$430K -$16.3K -111 -4%
EFG
2538
Ethos Financial Group
Pennsylvania
$429K +$151K +1,027 +53%
GSWM
2539
Golden State Wealth Management
California
$428K -$58.5K -398 -12%
KPWG
2540
KFA Private Wealth Group
Virginia
$427K +$3.09K +21 +0.7%
AMG
2541
Advisors Management Group
Wisconsin
$426K -$7.2K -49 -2%
IWA
2542
Inspirion Wealth Advisors
Illinois
$425K -$4.41K -30 -1%
SFS
2543
Sharp Financial Services
Pennsylvania
$425K -$91.8K -625 -17%
BM
2544
Berman McAleer
Maryland
$424K +$100K +683 +30%
NEWAS
2545
N.E.W. Advisory Services
Wisconsin
$424K +$70.4K +479 +19%
PWP
2546
Precedent Wealth Partners
Texas
$424K – – –
BCM
2547
Brooktree Capital Management
Michigan
$423K – – –
TCM
2548
Tanaka Capital Management
New York
$423K – – –
MAM
2549
MMA Asset Management
Pennsylvania
$423K +$18.7K +127 +5%
IIM
2550
Ironwood Investment Management
Massachusetts
$422K – – –
100 101
102
103 104