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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAP
2776
Moody Aldrich Partners
Massachusetts
$350K -$52.8K -322 -12%
EWA
2777
ERTS Wealth Advisors
Michigan
$350K -$7.37K -45 -2%
HFP
2778
Holistic Financial Partners
Indiana
$350K -$2.13K -13 -0.6%
JJBC
2779
James J. Burns & Company
New York
$350K +$49.2K +300 +15%
CWM
2780
Chemistry Wealth Management
New York
$350K +$36.4K +222 +11%
NCM
2781
Nelson Capital Management
California
$350K -$158K -962 -29%
S
2782
Sunpointe
Missouri
$349K +$90.3K +551 +32%
OBWG
2783
Onyx Bridge Wealth Group
New York
$348K -$6.55K -40 -2%
CWA
2784
Clearview Wealth Advisors
Oregon
$348K -$2.95K -18 -0.8%
RFG
2785
Range Financial Group
Oregon
$348K +$72.6K +443 +24%
MWP
2786
Meriwether Wealth & Planning
Louisiana
$347K +$374K +2,284 New
NEWAS
2787
N.E.W. Advisory Services
Wisconsin
$347K -$70.5K -430 -16%
CWM
2788
Campbell Wealth Management
Virginia
$346K +$62.1K +379 +20%
VC
2789
Vicus Capital
Pennsylvania
$346K -$19.8K -121 -5%
SWM
2790
SK Wealth Management
Rhode Island
$343K – – –
XC
2791
XY Capital
Hong Kong
$343K +$370K +2,258 New
IWP
2792
Insight Wealth Partners
Texas
$343K -$71.3K -435 -16%
EA
2793
Enclave Advisors
Texas
$342K -$17.7K -108 -5%
MAWA
2794
Moss Adams Wealth Advisors
Washington
$342K -$185K -1,129 -34%
BFA
2795
Beacon Financial Advisory
Ohio
$341K +$9.5K +58 +3%
I2I
2796
Insight 2811 Inc
Illinois
$341K +$22K +134 +6%
MSRI
2797
Michael S. Ryan Inc
New York
$340K +$11.6K +71 +3%
FWP
2798
Falcon Wealth Planning
California
$340K -$33.4K -204 -8%
MWM
2799
Mascoma Wealth Management
New Hampshire
$339K -$655 -4 -0.2%
DWM
2800
Darwin Wealth Management
Florida
$339K +$10.2K +62 +3%
110 111
112
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