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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2976
Ledgewood Wealth Advisors
New Hampshire
$235K -$44.9K -300 -15%
BCM
2977
Blume Capital Management
California
$235K -$29.9K -200 -10%
MM
2978
Meridian Management
Arkansas
$235K – – –
SCA
2979
Sulzberger Capital Advisors
Florida
$234K -$39.5K -264 -13%
TFS
2980
truNorth Financial Services
Pennsylvania
$234K +$6.58K +44 +3%
OPF
2981
Old Peak Finance
North Carolina
$233K +$29.3K +196 +13%
MEAC
2982
M.E. Allison & Co
Texas
$233K +$60.3K +403 +31%
FFA
2983
Fi3 Financial Advisors
Indiana
$233K -$815K -5,449 -71%
WWM
2984
Walser Wealth Management
Florida
$233K +$257K +1,718 New
ATC
2985
Advantage Trust Company
Kansas
$232K +$15K +100 +6%
MWP
2986
Moller Wealth Partners
$232K +$257K +1,716 New
BFF
2987
Byrne Financial Freedom
Massachusetts
$232K -$2.69K -18 -1%
EA
2988
Enclave Advisors
Texas
$232K -$6.13K -41 -2%
OCM
2989
Orser Capital Management
Texas
$232K – – –
GPWM
2990
Grant Private Wealth Management
California
$232K +$56.1K +375 +28%
LCM
2991
Lazari Capital Management
California
$231K +$3.74K +25 +1%
JDLA
2992
J. Derek Lewis & Associates
California
$231K +$15K +100 +6%
DIP
2993
DT Investment Partners
Pennsylvania
$231K – – –
AFA
2994
American Financial Advisors
Georgia
$230K +$2.24K +15 +0.9%
JAFL
2995
Jay A. Fishman Ltd
Michigan
$230K -$7.48K -50 -3%
CCM
2996
Consolidated Capital Management
California
$230K – – –
PWP
2997
Parkwoods Wealth Partners
New York
$230K +$7.92K +53 +3%
GP
2998
GLR Partners
Maryland
$230K – – –
AWP
2999
Abacus Wealth Partners
California
$230K +$9.72K +65 +4%
NMCM
3000
Nicholson Meyer Capital Management
Missouri
$229K – – –
118 119
120
121 122