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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2626
Monograph Wealth Advisors
California
$463K -$184K -1,093 -29%
CWM
2627
Centric Wealth Management
Illinois
$463K -$18.7K -111 -4%
LK
2628
Lumbard & Kellner
New Hampshire
$462K – – –
CGH
2629
CMG Global Holdings
Texas
$461K – – –
MA
2630
Mezzasalma Advisors
New Jersey
$461K -$14.5K -86 -3%
FFG
2631
Frisch Financial Group
New York
$461K -$78.1K -464 -15%
HA
2632
Hofer & Associates
California
$461K +$11.4K +68 +3%
FMN
2633
Financial Management Network
California
$460K +$505 +3 +0.1%
AWS
2634
Arkfeld Wealth Strategies
Nebraska
$458K +$168 +1 +0%
ES
2635
Eagle Strategies
New York
$457K +$439K +2,610 New
RFG
2636
Range Financial Group
Oregon
$456K +$23.7K +141 +6%
BWA
2637
BlueChip Wealth Advisors
Georgia
$456K +$13.8K +82 +3%
GA
2638
GSG Advisors
New Jersey
$455K -$9.93K -59 -2%
BBA
2639
Braun-Bostich & Associates
Pennsylvania
$455K +$16.7K +99 +4%
FMP
2640
Financial Management Professionals
Texas
$454K -$12K -71 -3%
ACM
2641
AUA Capital Management
Pennsylvania
$453K +$1.68K +10 +0.4%
PP
2642
Pingora Partners
Wyoming
$453K +$34.5K +205 +9%
TC
2643
Truvestments Capital
Florida
$453K +$2.19K +13 +0.5%
AC
2644
ASB Consultores
Florida
$452K +$435K +2,584 New
EWA
2645
ERTS Wealth Advisors
Michigan
$452K – – –
TWM
2646
Tradition Wealth Management
Minnesota
$451K +$3.37K +20 +0.8%
MSR
2647
Main Street Research
Connecticut
$450K +$10.8K +64 +3%
CWS
2648
Cypress Wealth Services
California
$450K +$118K +699 +37%
ACA
2649
American Capital Advisory
Idaho
$450K +$74.4K +442 +22%
RW
2650
REDW Wealth
New Mexico
$448K – – –
104 105
106
107 108