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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
3001
Freedom Day Solutions
Texas
$210K +$1.75K +10 +0.9%
BWFA
3002
Baltimore-Washington Financial Advisors
Maryland
$210K -$54.5K -312 -21%
RFN
3003
Redwood Financial Network
Ohio
$209K +$201K +1,149 New
PSP
3004
Pacific Sage Partners
Washington
$209K +$524 +3 +0.3%
SPWG
3005
Sage Private Wealth Group
Illinois
$209K -$17.5K -100 -8%
CAM
3006
Campion Asset Management
Virginia
$209K – – –
I
3007
INVST
Indiana
$209K +$192K +1,100 New
OLA
3008
Oliver Luxxe Assets
New Jersey
$208K -$17.5K -100 -8%
BA
3009
Ballew Advisors
Mississippi
$208K +$198K +1,134 New
HWM
3010
HFR Wealth Management
New York
$208K – – –
MSA
3011
McAlister Sweet & Associates
Texas
$208K – – –
BAM
3012
BOS Asset Management
Illinois
$207K +$699 +4 +0.4%
DPI
3013
Diversified Portfolios Inc
Michigan
$206K -$1.73M -9,899 -90%
SDWIA
3014
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$205K – – –
MWM
3015
Maripau Wealth Management
Indiana
$205K +$196K +1,123 New
BIM
3016
Barton Investment Management
Pennsylvania
$204K – – –
WWG
3017
West Wealth Group
California
$204K -$10.8K -62 -5%
AWM
3018
Avaii Wealth Management
Wisconsin
$204K +$195K +1,117 New
SCM
3019
Spreng Capital Management
Ohio
$203K -$70.8K -405 -27%
CGFA
3020
Colton Groome Financial Advisors
North Carolina
$203K – – –
FC
3021
Fusion Capital
South Carolina
$202K +$874 +5 +0.5%
FBT
3022
First Bank & Trust
South Dakota
$202K -$30.6K -175 -14%
SA
3023
Syntax Advisors
New York
$202K +$194K +1,110 New
VCG
3024
Vantage Consulting Group
Virginia
$202K +$194K +1,110 New
BA
3025
Bridge Advisory
California
$201K +$193K +1,105 New
119 120
121
122 123