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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2801
Fortem Financial Group
California
$340K +$332K +2,000 New
LOAMU
2802
Lombard Odier Asset Management (USA)
New York
$340K +$332K +2,000 New
RWP
2803
Revolve Wealth Partners
New Jersey
$339K -$14.8K -89 -4%
GCP
2804
Gill Capital Partners
Colorado
$338K -$4.31K -26 -1%
HA
2805
HFG Advisors
Ohio
$337K -$995 -6 -0.3%
KFG
2806
Kingdom Financial Group
Arizona
$337K -$32.8K -198 -9%
FW
2807
FirstPurpose Wealth
Utah
$336K +$13.9K +84 +4%
BWP
2808
Balboa Wealth Partners
Arizona
$336K -$67K -404 -17%
HWA
2809
HHM Wealth Advisors
Tennessee
$336K -$27.7K -167 -8%
FI
2810
Financial Insights
Washington
$335K +$6.47K +39 +2%
FFA
2811
Florida Financial Advisors
Florida
$334K +$326K +1,968 New
MME
2812
Meag Munich Ergo
Germany
$334K -$635K -3,831 -66%
RC
2813
Rovin Capital
Arizona
$334K +$3.15K +19 +1%
OS
2814
Objectivity Squared
South Carolina
$334K +$326K +1,964 New
KFS
2815
Kelly Financial Services
Massachusetts
$333K +$13.6K +82 +4%
OBGC
2816
O'Brien Greene & Co
Pennsylvania
$332K – – –
PCMC
2817
Paragon Capital Management (Colorado)
Colorado
$332K -$10.3K -62 -3%
TCPWM
2818
Traverso Chambers Private Wealth Management
California
$332K -$4.97K -30 -2%
CCC
2819
Chelsea Counsel Company
California
$331K -$33.3K -201 -9%
WAM
2820
Walker Asset Management
Missouri
$330K +$322K +1,942 New
CVA
2821
Central Valley Advisors
California
$330K +$322K +1,941 New
OCPWS
2822
One Charles Private Wealth Services
Massachusetts
$329K – – –
KWA
2823
Kellett Wealth Advisors
Ohio
$329K -$61.2K -369 -16%
JPMIA
2824
J.P. Marvel Investment Advisors
Massachusetts
$329K – – –
KSWWM
2825
Keyes Stange & Wooten Wealth Management
Florida
$328K +$321K +1,933 New
111 112
113
114 115