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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2601
Balboa Wealth Partners
Arizona
$444K +$12.4K +72 +3%
BWA
2602
BlueChip Wealth Advisors
Georgia
$443K – – –
LAS
2603
LWM Advisory Services
Florida
$442K +$151K +879 +51%
PNAA
2604
Pictet North America Advisors
Switzerland
$442K -$51.5K -300 -10%
LF
2605
Lee Financial
Texas
$442K -$27.8K -162 -6%
PFA
2606
Petra Financial Advisors
Colorado
$440K -$52.1K -303 -10%
ACM
2607
Advance Capital Management
Michigan
$439K +$85.9K +500 +24%
ACM
2608
AUA Capital Management
Pennsylvania
$439K -$1.72K -10 -0.4%
CA
2609
Crumly & Associates
Illinois
$437K -$19.2K -112 -4%
OFS
2610
Oldfather Financial Services
Nebraska
$436K +$5.67K +33 +1%
RW
2611
REDW Wealth
New Mexico
$435K -$17.2K -100 -4%
LA
2612
Latitude Advisors
Florida
$435K -$5.15K -30 -1%
ABLA
2613
Alan B. Lancz & Associates
Ohio
$435K – – –
MCWA
2614
Meadow Creek Wealth Advisors
Georgia
$434K -$2.23K -13 -0.5%
WCM
2615
Wedge Capital Management
North Carolina
$434K – – –
IFPG
2616
Intrepid Financial Planning Group
Indiana
$433K -$2.75K -16 -0.6%
SWM
2617
Silverlake Wealth Management
Vermont
$433K +$33.7K +196 +8%
TFGT
2618
TS Financial Group (TSFG)
Illinois
$430K -$1.55K -9 -0.4%
FFG
2619
Frisch Financial Group
New York
$430K +$12.5K +73 +3%
KWM
2620
Kolinsky Wealth Management
New Jersey
$429K -$37.5K -218 -8%
SGK
2621
Steigerwald Gordon & Koch
Virginia
$428K – – –
LD
2622
Lipe & Dalton
New York
$428K – – –
SMA
2623
Seven Mile Advisory
New Jersey
$428K +$61.2K +356 +16%
BOS
2624
Bank of Stockton
California
$427K -$35.2K -205 -8%
SWP
2625
Significant Wealth Partners
Illinois
$427K +$36.8K +214 +9%
103 104
105
106 107