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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2701
Private Advisory Group
Washington
$270K +$271K +1,615 New
AC
2702
ASB Consultores
Florida
$269K +$17.3K +103 +7%
GSIS
2703
Global Strategic Investment Solutions
Arizona
$268K -$188K -1,119 -41%
PFA
2704
Pettinga Financial Advisors
Indiana
$268K -$672 -4 -0.2%
APS
2705
American Planning Services
Florida
$268K – – –
WGAM
2706
Wilkinson Global Asset Management
New York
$268K – – –
EI
2707
Ellevest Inc
New York
$267K +$99.2K +591 +59%
BWCS
2708
Beirne Wealth Consulting Services
Connecticut
$266K – – –
GP
2709
Greenline Partners
New York
$266K – – –
IAS
2710
IMA Advisory Services
Colorado
$266K – – –
FH
2711
FWG Holdings
Florida
$266K +$1.68K +10 +0.6%
BIM
2712
Bridgecreek Investment Management
Oklahoma
$266K +$25.2K +150 +10%
SAIG
2713
Semper Augustus Investments Group
Colorado
$265K – – –
BFAG
2714
Blackston Financial Advisory Group
Florida
$264K -$15.8K -94 -5%
FWP
2715
Firethorn Wealth Partners
Georgia
$263K +$2.18K +13 +0.8%
MWP
2716
Meridian Wealth Partners
Pennsylvania
$262K -$87.5K -521 -25%
CIA
2717
Cohen Investment Advisors
New Hampshire
$261K – – –
CAN
2718
Claraphi Advisory Network
United States
$261K +$14.3K +85 +6%
FCG
2719
Financial Connections Group
California
$260K – – –
SIM
2720
Seaview Investment Managers
Florida
$260K – – –
OAM
2721
Occidental Asset Management
California
$260K +$27.9K +166 +12%
ACA
2722
Atlas Capital Advisors
Wyoming
$259K +$16.8K +100 +7%
PFA
2723
Pathway Financial Advisors
Vermont
$259K – – –
TF
2724
TimeScale Financial
Massachusetts
$258K -$22.5K -134 -8%
CCA
2725
Clearwater Capital Advisors
Illinois
$258K – – –
107 108
109
110 111