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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2951
Financial Consulate
Maryland
$227K -$39.9K -228 -15%
TCM
2952
Towercrest Capital Management
Pennsylvania
$227K +$175 +1 +0.1%
FWM
2953
FSA Wealth Management
Massachusetts
$227K +$524 +3 +0.2%
BWP
2954
Bernardo Wealth Planning
Pennsylvania
$227K – – –
LFA
2955
Landmark Financial Advisors
Kentucky
$226K -$22.7K -130 -9%
WF
2956
Warner Financial
Maryland
$226K – – –
B
2957
Bridgeworth
Alabama
$225K -$12.1K -69 -5%
AF
2958
Apexium Financial
Texas
$224K +$18.7K +107 +10%
FFWM
2959
Future Financial Wealth Management
Ohio
$224K -$300K -1,716 -58%
PGWM
2960
Parisi Gray Wealth Management
New Jersey
$224K +$2.27K +13 +1%
CIG
2961
Cascade Investment Group
Colorado
$224K – – –
KHC
2962
Koesten Hirschmann & Crabtree
Kansas
$224K +$1.75K +10 +0.8%
PFG
2963
Piershale Financial Group
Illinois
$224K +$699 +4 +0.3%
CFSG
2964
Clark Financial Services Group
Missouri
$223K -$1.4K -8 -0.7%
HFS
2965
Heritage Financial Services
Massachusetts
$222K +$213K +1,220 New
MFA
2966
Millington Financial Advisors
Illinois
$222K +$524 +3 +0.2%
ACG
2967
Allen Capital Group
Nebraska
$222K +$213K +1,219 New
CPRC
2968
Consolidated Portfolio Review Corp
New York
$222K +$213K +1,218 New
FIC
2969
Family Investment Center
Missouri
$221K +$175 +1 +0.1%
BW
2970
BIP Wealth
Georgia
$221K +$212K +1,211 New
BA
2971
Bluesphere Advisors
Pennsylvania
$220K – – –
BBW
2972
Blue Barn Wealth
Utah
$220K -$20.8K -119 -9%
FFM
2973
Flagstone Financial Management
Nebraska
$220K – – –
DG
2974
DMC Group
Alabama
$219K +$1.92K +11 +0.9%
G
2975
GenTrust
Florida
$219K +$210K +1,202 New
117 118
119
120 121