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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2951
Towercrest Capital Management
Pennsylvania
$227K +$175 +1 +0.1%
FWM
2952
FSA Wealth Management
Massachusetts
$227K +$524 +3 +0.2%
BWP
2953
Bernardo Wealth Planning
Pennsylvania
$227K – – –
LFA
2954
Landmark Financial Advisors
Kentucky
$226K -$22.7K -130 -9%
WF
2955
Warner Financial
Maryland
$226K – – –
B
2956
Bridgeworth
Alabama
$225K -$12.1K -69 -5%
AF
2957
Apexium Financial
Texas
$224K +$18.7K +107 +10%
FFWM
2958
Future Financial Wealth Management
Ohio
$224K -$300K -1,716 -58%
PGWM
2959
Parisi Gray Wealth Management
New Jersey
$224K +$2.27K +13 +1%
CIG
2960
Cascade Investment Group
Colorado
$224K – – –
KHC
2961
Koesten Hirschmann & Crabtree
Kansas
$224K +$1.75K +10 +0.8%
PFG
2962
Piershale Financial Group
Illinois
$224K +$699 +4 +0.3%
CFSG
2963
Clark Financial Services Group
Missouri
$223K -$1.4K -8 -0.7%
HFS
2964
Heritage Financial Services
Massachusetts
$222K +$213K +1,220 New
MFA
2965
Millington Financial Advisors
Illinois
$222K +$524 +3 +0.2%
ACG
2966
Allen Capital Group
Nebraska
$222K +$213K +1,219 New
CPRC
2967
Consolidated Portfolio Review Corp
New York
$222K +$213K +1,218 New
FIC
2968
Family Investment Center
Missouri
$221K +$175 +1 +0.1%
BW
2969
BIP Wealth
Georgia
$221K +$212K +1,211 New
BA
2970
Bluesphere Advisors
Pennsylvania
$220K – – –
BBW
2971
Blue Barn Wealth
Utah
$220K -$20.8K -119 -9%
FFM
2972
Flagstone Financial Management
Nebraska
$220K – – –
DG
2973
DMC Group
Alabama
$219K +$1.92K +11 +0.9%
G
2974
GenTrust
Florida
$219K +$210K +1,202 New
PCI
2975
Pacifica Capital Investments
Texas
$219K +$8.74K +50 +4%
117 118
119
120 121