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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2551
Firethorn Wealth Partners
Georgia
$231K +$291 +2 +0.1%
FH
2552
FWG Holdings
Florida
$231K +$227K +1,557 New
TA
2553
Trellis Advisors
Washington
$227K -$4.95K -34 -2%
SDWIA
2554
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$227K +$10.2K +70 +5%
JWM
2555
Janiczek Wealth Management
Colorado
$226K -$1.02K -7 -0.5%
CWM
2556
Chronos Wealth Management
Florida
$226K – – –
IWP
2557
IAG Wealth Partners
Wisconsin
$226K – – –
OFA
2558
Oak Family Advisors
Illinois
$226K – – –
HWM
2559
HighMark Wealth Management
Minnesota
$226K +$146 +1 +0.1%
FAM
2560
Flaharty Asset Management
Florida
$226K +$291 +2 +0.1%
RWB
2561
RMR Wealth Builders
New Jersey
$224K -$107K -736 -33%
3F
2562
360 Financial
Minnesota
$224K -$7.29K -50 -3%
FFA
2563
Freedman Financial Associates
Massachusetts
$224K +$7.58K +52 +4%
FNC
2564
First National Corp
Massachusetts
$224K +$247K +1,694 New
NFG
2565
Northeast Financial Group
Pennsylvania
$224K -$5.1K -35 -2%
BFIC
2566
Bedell Frazier Investment Counselling
California
$222K – – –
MC
2567
Montag & Caldwell
Georgia
$222K – – –
KIM
2568
Karpus Investment Management
New York
$222K +$219K +1,500 New
1WM
2569
1900 Wealth Management
Texas
$221K +$6.12K +42 +3%
TC
2570
Trilogy Capital
California
$220K -$345K -2,370 -62%
ACWM
2571
Adams Chetwood Wealth Management
North Carolina
$220K – – –
CAM
2572
Claret Asset Management
Quebec, Canada
$220K +$7.72K +53 +4%
PWAG
2573
Polaris Wealth Advisory Group
California
$219K -$16K -110 -7%
RC
2574
Rovin Capital
Arizona
$218K +$437 +3 +0.2%
OBWG
2575
Onyx Bridge Wealth Group
New York
$218K +$204K +1,397 New
101 102
103
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