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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
2851
ADE LLC
Maryland
$205K – – –
TC
2852
TAP Consulting
Missouri
$205K +$517 +3 +0.2%
DSA
2853
Droms Strauss Advisors
Missouri
$205K +$217K +1,259 New
BAM
2854
Brave Asset Management
New Jersey
$204K – – –
SC
2855
Seldon Capital
California
$204K – – –
WP
2856
Wedgewood Partners
Missouri
$204K – – –
MAM
2857
Marotta Asset Management
Virginia
$203K -$5.51K -32 -3%
SWA
2858
Safir Wealth Advisors
New Hampshire
$203K -$17.2K -100 -7%
OLA
2859
Oliver Luxxe Assets
New Jersey
$203K -$15.9K -92 -7%
SPWG
2860
Sage Private Wealth Group
Illinois
$203K -$689 -4 -0.3%
AC
2861
ASB Consultores
Florida
$203K – – –
BRA
2862
Biechele Royce Advisors
Indiana
$203K – – –
TWM
2863
TriaGen Wealth Management
California
$203K – – –
WF
2864
Warner Financial
Maryland
$203K – – –
SFWC
2865
Strategic Family Wealth Counselors
New Jersey
$202K -$3.1K -18 -1%
FI
2866
FIDELIS iM
Oregon
$201K – – –
WWMSC
2867
Wagner Wealth Management (South Carolina)
South Carolina
$200K +$97K +563 +85%
SWM
2868
Selective Wealth Management
Virginia
$199K +$3.27K +19 +2%
BC
2869
Barrett & Company
Rhode Island
$196K +$187K +1,084 New
AA
2870
AlphaCentric Advisors
Puerto Rico
$193K +$204K +1,185 New
IRC
2871
Investors Research Corp
Georgia
$187K – – –
SFO
2872
Standard Family Office
South Dakota
$186K +$196K +1,140 New
OA
2873
Operose Advisors
Wisconsin
$181K – – –
CCA
2874
Catalyst Capital Advisors
New York
$180K -$862 -5 -0.5%
OCM
2875
Osterweis Capital Management
California
$180K +$190K +1,101 New
113 114
115
116 117