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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JAFL
2876
Jay A. Fishman Ltd
Michigan
$260K – – –
GSIS
2877
Global Strategic Investment Solutions
Arizona
$260K -$10.4K -73 -4%
WAOI
2878
Wealth Advisors of Iowa
Iowa
$259K +$9.57K +67 +4%
WRPWM
2879
Werba Rubin Papier Wealth Management
California
$258K +$12.7K +89 +5%
BOSSRA
2880
B.O.S.S. Retirement Advisors
Utah
$258K -$43K -301 -14%
SWP
2881
Semus Wealth Partners
Florida
$258K -$16.7K -117 -6%
EMAM
2882
Encompass More Asset Management
California
$257K +$2.29K +16 +0.9%
RA
2883
Rise Advisors
New York
$257K +$24.3K +170 +10%
ACM
2884
Advance Capital Management
Michigan
$257K +$1.71K +12 +0.7%
OWM
2885
Opes Wealth Management
California
$257K +$286 +2 +0.1%
TCM
2886
Traub Capital Management
Massachusetts
$257K +$136K +953 +109%
BWA
2887
Burt Wealth Advisors
Maryland
$256K – – –
CH
2888
Cromwell Holdings
Wyoming
$256K +$107K +750 +70%
MG
2889
McHugh Group
Ohio
$256K – – –
NMCM
2890
Nicholson Meyer Capital Management
Missouri
$255K +$6K +42 +2%
LIM
2891
Lathrop Investment Management
Arkansas
$255K -$3.57K -25 -1%
PFA
2892
Pettinga Financial Advisors
Indiana
$254K – – –
BAM
2893
Bosun Asset Management
Illinois
$254K -$26K -182 -9%
TIA
2894
Tiemann Investment Advisors
California
$254K +$10K +70 +4%
FH
2895
FWG Holdings
Florida
$253K -$18.9K -132 -7%
IF
2896
Ironwood Financial
Arizona
$253K – – –
KBG
2897
Kahn Brothers Group
New York
$253K – – –
LGWM
2898
Litman Gregory Wealth Management
California
$253K – – –
PC
2899
Prairiewood Capital
North Dakota
$253K – – –
OGC
2900
Oak Grove Capital
New Hampshire
$253K +$257K +1,800 New
114 115
116
117 118