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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2801
Sawyer & Company
Massachusetts
$223K -$862 -5 -0.4%
LRWA
2802
Long Run Wealth Advisors
New York
$222K -$64.3K -373 -21%
HNWA
2803
Henrickson Nauta Wealth Advisors
Michigan
$222K – – –
KWM
2804
Keebeck Wealth Management
Illinois
$222K – – –
MAP
2805
Milestone Advisory Partners
North Carolina
$222K – – –
FNBOMD
2806
First National Bank of Mount Dora
Florida
$222K +$13.1K +76 +6%
ACM
2807
Ategra Capital Management
Virginia
$222K – – –
WFA
2808
WMG Financial Advisors
Tennessee
$221K +$2.76K +16 +1%
APW
2809
Aurora Private Wealth
New Jersey
$221K +$7.24K +42 +3%
BA
2810
Birinyi Associates
Connecticut
$220K – – –
BWA
2811
Bordeaux Wealth Advisors
California
$220K +$232K +1,345 New
MTCM
2812
Mint Tower Capital Management
Netherlands
$220K +$233K +1,350 New
AF
2813
Alerus Financial
North Dakota
$218K -$862 -5 -0.4%
PWA
2814
Peterson Wealth Advisors
Utah
$218K – – –
MAS
2815
Madden Advisory Services
Florida
$218K +$230K +1,332 New
BFM
2816
Boothbay Fund Management
New York
$218K +$230K +1,333 New
LTI
2817
Laffer Tengler Investments
Tennessee
$218K – – –
EIA
2818
Eldridge Investment Advisors
New Hampshire
$217K – – –
WCAMG
2819
Woodard & Company Asset Management Group
North Carolina
$216K -$51.7K -300 -18%
TW
2820
Transform Wealth
Colorado
$216K -$35.2K -204 -13%
WMP
2821
Wealth Management Partners
Arizona
$216K – – –
HWM
2822
HighMark Wealth Management
Minnesota
$216K +$1.03K +6 +0.5%
OFA
2823
Oak Family Advisors
Illinois
$216K +$228K +1,322 New
HFA
2824
High Falls Advisors
New York
$215K +$172 +1 +0.1%
BWP
2825
Bernardo Wealth Planning
Pennsylvania
$215K +$214K +1,243 New
111 112
113
114 115