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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
2776
Tiller Private Wealth
Pennsylvania
$350K – – –
RIP
2777
Reliant Investment Partners
North Carolina
$350K +$378K +2,305 New
MAP
2778
Moody Aldrich Partners
Massachusetts
$350K -$52.8K -322 -12%
EWA
2779
ERTS Wealth Advisors
Michigan
$350K -$7.37K -45 -2%
HFP
2780
Holistic Financial Partners
Indiana
$350K -$2.13K -13 -0.6%
JJBC
2781
James J. Burns & Company
New York
$350K +$49.2K +300 +15%
CWM
2782
Chemistry Wealth Management
New York
$350K +$36.4K +222 +11%
NCM
2783
Nelson Capital Management
California
$350K -$158K -962 -29%
S
2784
Sunpointe
Missouri
$349K +$90.3K +551 +32%
OBWG
2785
Onyx Bridge Wealth Group
New York
$348K -$6.55K -40 -2%
CWA
2786
Clearview Wealth Advisors
Oregon
$348K -$2.95K -18 -0.8%
RFG
2787
Range Financial Group
Oregon
$348K +$72.6K +443 +24%
MWP
2788
Meriwether Wealth & Planning
Louisiana
$347K +$374K +2,284 New
NEWAS
2789
N.E.W. Advisory Services
Wisconsin
$347K -$70.5K -430 -16%
CWM
2790
Campbell Wealth Management
Virginia
$346K +$62.1K +379 +20%
VC
2791
Vicus Capital
Pennsylvania
$346K -$19.8K -121 -5%
SWM
2792
SK Wealth Management
Rhode Island
$343K – – –
XC
2793
XY Capital
Hong Kong
$343K +$370K +2,258 New
IWP
2794
Insight Wealth Partners
Texas
$343K -$71.3K -435 -16%
EA
2795
Enclave Advisors
Texas
$342K -$17.7K -108 -5%
MAWA
2796
Moss Adams Wealth Advisors
Washington
$342K -$185K -1,129 -34%
BFA
2797
Beacon Financial Advisory
Ohio
$341K +$9.5K +58 +3%
I2I
2798
Insight 2811 Inc
Illinois
$341K +$22K +134 +6%
MSRI
2799
Michael S. Ryan Inc
New York
$340K +$11.6K +71 +3%
FWP
2800
Falcon Wealth Planning
California
$340K -$33.4K -204 -8%
110 111
112
113 114