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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3001
MinichMacGregor Wealth Management
New York
$211K +$2.97K +17 +1%
FDS
3002
Freedom Day Solutions
Texas
$210K +$1.75K +10 +0.9%
BWFA
3003
Baltimore-Washington Financial Advisors
Maryland
$210K -$54.5K -312 -21%
RFN
3004
Redwood Financial Network
Ohio
$209K +$201K +1,149 New
PSP
3005
Pacific Sage Partners
Washington
$209K +$524 +3 +0.3%
SPWG
3006
Sage Private Wealth Group
Illinois
$209K -$17.5K -100 -8%
CAM
3007
Campion Asset Management
Virginia
$209K – – –
I
3008
INVST
Indiana
$209K +$192K +1,100 New
OLA
3009
Oliver Luxxe Assets
New Jersey
$208K -$17.5K -100 -8%
BA
3010
Ballew Advisors
Mississippi
$208K +$198K +1,134 New
HWM
3011
HFR Wealth Management
New York
$208K – – –
MSA
3012
McAlister Sweet & Associates
Texas
$208K – – –
BAM
3013
BOS Asset Management
Illinois
$207K +$699 +4 +0.4%
DPI
3014
Diversified Portfolios Inc
Michigan
$206K -$1.73M -9,899 -90%
SDWIA
3015
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$205K – – –
MWM
3016
Maripau Wealth Management
Indiana
$205K +$196K +1,123 New
BIM
3017
Barton Investment Management
Pennsylvania
$204K – – –
WWG
3018
West Wealth Group
California
$204K -$10.8K -62 -5%
AWM
3019
Avaii Wealth Management
Wisconsin
$204K +$195K +1,117 New
SCM
3020
Spreng Capital Management
Ohio
$203K -$70.8K -405 -27%
CGFA
3021
Colton Groome Financial Advisors
North Carolina
$203K – – –
FC
3022
Fusion Capital
South Carolina
$202K +$874 +5 +0.5%
FBT
3023
First Bank & Trust
South Dakota
$202K -$30.6K -175 -14%
SA
3024
Syntax Advisors
New York
$202K +$194K +1,110 New
VCG
3025
Vantage Consulting Group
Virginia
$202K +$194K +1,110 New
119 120
121
122 123