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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2976
Towercrest Capital Management
Pennsylvania
$225K +$222K +1,243 New
TWM
2977
TriaGen Wealth Management
California
$225K – – –
OLA
2978
Oliver Luxxe Assets
New Jersey
$224K – – –
SFWC
2979
Strategic Family Wealth Counselors
New Jersey
$224K +$535 +3 +0.2%
SWA
2980
Safir Wealth Advisors
New Hampshire
$224K – – –
FWM
2981
FSA Wealth Management
Massachusetts
$224K -$5.71K -32 -3%
WF
2982
Warner Financial
Maryland
$224K – – –
LAM
2983
Lifestyle Asset Management
Texas
$224K +$221K +1,239 New
FI
2984
FIDELIS iM
Oregon
$223K – – –
CIG
2985
Cascade Investment Group
Colorado
$222K +$219K +1,228 New
CFSG
2986
Clark Financial Services Group
Missouri
$221K +$219K +1,228 New
TCM
2987
True Capital Management
California
$221K +$218K +1,223 New
PFG
2988
Piershale Financial Group
Illinois
$221K +$218K +1,222 New
KHC
2989
Koesten Hirschmann & Crabtree
Kansas
$220K +$217K +1,218 New
MAM
2990
Milestone Asset Management
Pennsylvania
$220K +$232K +1,301 New
PGWM
2991
Parisi Gray Wealth Management
New Jersey
$220K +$217K +1,217 New
MFA
2992
Millington Financial Advisors
Illinois
$220K +$217K +1,217 New
TI
2993
tru Independence
Oregon
$219K +$216K +1,211 New
FIC
2994
Family Investment Center
Missouri
$219K +$216K +1,210 New
BA
2995
Bluesphere Advisors
Pennsylvania
$218K +$216K +1,209 New
HFAS
2996
Hummer Financial Advisory Services
Illinois
$218K +$214K +1,200 New
BHA
2997
Beech Hill Advisors
New York
$218K +$215K +1,205 New
FFM
2998
Flagstone Financial Management
Nebraska
$218K +$215K +1,204 New
LCM
2999
Landscape Capital Management
New Jersey
$217K -$1.62M -9,104 -88%
AMR
3000
Asset Management Resources
Massachusetts
$217K +$214K +1,200 New
118 119
120
121 122