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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2976
Rockwood Wealth Management
Pennsylvania
$234K +$235K +1,261 New
CCA
2977
Conservest Capital Advisors
Pennsylvania
$233K +$235K +1,259 New
RPCA
2978
Running Point Capital Advisors
California
$233K +$11.6K +62 +5%
LFG
2979
Lockerman Financial Group
California
$233K -$2.43K -13 -1%
DPI
2980
Diversified Portfolios Inc
Michigan
$232K +$22.8K +122 +11%
SC
2981
Seldon Capital
California
$231K – – –
BWA
2982
Bordeaux Wealth Advisors
California
$231K +$233K +1,248 New
SFWC
2983
Strategic Family Wealth Counselors
New Jersey
$231K +$373 +2 +0.2%
EFG
2984
Ethos Financial Group
Pennsylvania
$231K – – –
FWM
2985
FSA Wealth Management
Massachusetts
$230K – – –
LFA
2986
Landmark Financial Advisors
Kentucky
$230K – – –
WF
2987
Warner Financial
Maryland
$230K – – –
BWP
2988
Bernardo Wealth Planning
Pennsylvania
$230K -$560 -3 -0.2%
FAM
2989
Flaharty Asset Management
Florida
$228K -$63.6K -341 -22%
PFG
2990
Piershale Financial Group
Illinois
$228K +$933 +5 +0.4%
CIG
2991
Cascade Investment Group
Colorado
$227K – – –
CCM
2992
Colorado Capital Management
Colorado
$227K -$49.3K -264 -18%
CFSG
2993
Clark Financial Services Group
Missouri
$227K +$560 +3 +0.2%
POIA
2994
Pin Oak Investment Advisors
Texas
$226K -$37.3K -200 -14%
ACG
2995
Allen Capital Group
Nebraska
$226K +$187 +1 +0.1%
MWA
2996
Motive Wealth Advisors
Michigan
$226K -$34K -182 -13%
TI
2997
tru Independence
Oregon
$226K +$9.52K +51 +4%
KHC
2998
Koesten Hirschmann & Crabtree
Kansas
$226K -$1.87K -10 -0.8%
PWA
2999
Peterson Wealth Advisors
Utah
$225K -$12.3K -66 -5%
CSIA
3000
Carl Stuart Investment Advisor
Texas
$224K +$226K +1,212 New
118 119
120
121 122